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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
2301
Shulman DeMeo Asset Management
New York
$2.9M -$255K -435 -8%
AIA
2302
Affinity Investment Advisors
California
$2.9M -$400K -682 -12%
GPA
2303
Garrison Point Advisors
California
$2.89M -$14.7K -25 -0.5%
WAAG
2304
Wealth Alliance Advisory Group
Kansas
$2.89M -$29.9K -51 -1%
APW
2305
Austin Private Wealth
Texas
$2.88M +$417K +711 +17%
PBT
2306
Pictet Bank & Trust
Bahamas
$2.88M +$83.9K +143 +3%
PW
2307
Potentia Wealth
California
$2.87M +$2.88M +4,902 New
DLHL
2308
Donald L. Hagan LLC
Florida
$2.87M -$109K -185 -4%
RCM
2309
Riverpark Capital Management
New York
$2.87M – – –
HFM
2310
Hartford Financial Management
Connecticut
$2.87M +$134K +228 +5%
OC
2311
Oarsman Capital
Wisconsin
$2.86M +$68.7K +117 +2%
EWM
2312
Evermay Wealth Management
Virginia
$2.86M -$71.6K -122 -2%
BO
2313
Bank OZK
Arkansas
$2.86M +$127K +216 +5%
NWAG
2314
Net Worth Advisory Group
Utah
$2.86M +$117K +199 +4%
SWA
2315
Strategies Wealth Advisors
Michigan
$2.85M +$2.31M +3,933 New
ICP
2316
Impact Capital Partners
Colorado
$2.85M +$2.86M +4,869 New
TAM
2317
Titleist Asset Management
Texas
$2.85M +$301K +512 +12%
MHC
2318
May Hill Capital
Massachusetts
$2.85M +$2.86M +4,866 New
AC
2319
AlphaCore Capital
California
$2.84M +$268K +456 +10%
GSWM
2320
Golden State Wealth Management
California
$2.84M +$2.85M +4,857 New
XWM
2321
Xcel Wealth Management
Florida
$2.84M -$88K -150 -3%
RPC
2322
Rossmore Private Capital
Connecticut
$2.84M +$23.5K +40 +0.8%
CAGAS
2323
Capital Advisory Group Advisory Services
Minnesota
$2.83M +$102K +173 +4%
ALAM
2324
Asahi Life Asset Management
Japan
$2.83M +$137K +233 +5%
TSWM
2325
Tyler-Stone Wealth Management
Ohio
$2.82M +$319K +543 +13%
91 92
93
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