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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1951
Tradition Wealth Management
Minnesota
$15.5M +$234K +560 +1%
LWL
1952
Leo Wealth LLC
Texas
$15.5M +$583K +1,393 +3%
KCPG
1953
Kavar Capital Partners Group
Kansas
$15.5M +$201K +480 +1%
DWP
1954
Destiny Wealth Partners
Florida
$15.4M +$1.83M +4,385 +12%
IPGDR
1955
Investidor Profissional Gestao de Recursos
Brazil
$15.4M +$7.11M +16,994 +69%
SIA
1956
Strategic Investment Advisors
Michigan
$15.3M +$3.69M +8,813 +27%
BAM
1957
Boyar Asset Management
New York
$15.3M +$283K +677 +2%
SL
1958
Siren LLC
Connecticut
$15.3M +$11M +26,380 +176%
TFP
1959
TrueWealth Financial Partners
Washington
$15.3M +$17.1M +40,893 +9,027%
MCM
1960
Mattern Capital Management
Colorado
$15.3M +$2.39M +5,719 +16%
AWM
1961
Accurate Wealth Management
Florida
$15.3M +$1.7M +4,066 +11%
AIM
1962
Acropolis Investment Management
Missouri
$15.3M -$368K -880 -2%
WCM
1963
Whitener Capital Management
North Carolina
$15.3M +$86.6K +207 +0.5%
ACM
1964
Allred Capital Management
Texas
$15.3M -$130K -310 -0.7%
AI
1965
Accredited Investors
Minnesota
$15.3M -$109K -261 -0.6%
JPMIA
1966
J.P. Marvel Investment Advisors
Massachusetts
$15.3M -$193K -462 -1%
CWP
1967
Concord Wealth Partners
Virginia
$15.3M +$215K +513 +1%
TE
1968
Tema ETFs
New York
$15.2M +$413K +986 +2%
FCA
1969
Fortis Capital Advisors
Kansas
$15.2M +$4.25M +10,152 +33%
HCM
1970
Hall Capital Management
Rhode Island
$15.2M +$99.6K +238 +0.6%
MBT
1971
Montecito Bank & Trust
California
$15.2M -$700K -1,674 -4%
LAM
1972
L2 Asset Management
Massachusetts
$15.2M +$1.2M +2,873 +8%
GWANC
1973
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.2M -$340K -812 -2%
RB
1974
Rodgers Brothers
Pennsylvania
$15.1M +$780K +1,864 +5%
CL
1975
CVFG LLC
Indiana
$15.1M +$14.2M +33,846 +484%
77 78
79
80 81