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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
976
Epoch Investment Partners
New York
$730K -$77.9K -861 -12%
AF
977
Allworth Financial
California
$726K +$93.3K +1,031 +20%
CPIG
978
Chicago Partners Investment Group
Illinois
$721K +$34.5K +381 +6%
CAC
979
Certified Advisory Corp
Florida
$721K -$187K -2,066 -25%
AFG
980
Atomi Financial Group
New York
$718K +$83.3K +920 +18%
LJAC
981
L.J. Altfest & Co
New York
$714K -$9.69K -107 -2%
SC
982
Searle & Co
Connecticut
$713K – – –
RG
983
Rathbones Group
United Kingdom
$713K +$71.6K +791 +15%
MCM
984
Marathon Capital Management
Maryland
$707K – – –
CFM
985
Catalyst Funds Management
Australia
$707K +$543K +6,000 New
IW
986
Imprint Wealth
South Carolina
$707K +$298K +3,295 +138%
OAM
987
Oxford Asset Management
United Kingdom
$702K -$705K -7,793 -57%
SP
988
Successful Portfolios
Florida
$699K -$36.1K -399 -6%
GSIAS
989
Garden State Investment Advisory Services
New Jersey
$698K +$419K +4,633 +370%
AAM
990
Advisors Asset Management
Colorado
$696K +$447K +4,940 +514%
CA
991
Commerzbank Aktiengesellschaft
Germany
$695K +$120K +1,322 +29%
XT
992
XTX Topco
Cayman Islands
$694K -$431K -4,759 -45%
SFG
993
Sovereign Financial Group
Connecticut
$691K +$297K +3,276 +127%
BAM
994
Belpointe Asset Management
Nevada
$690K -$46.1K -509 -8%
MC
995
Merlin Capital
Rhode Island
$688K -$5.16K -57 -1%
RWP
996
RWA Wealth Partners
Massachusetts
$687K +$18.1K +200 +4%
JIC
997
Johnson Investment Counsel
Ohio
$687K +$69.1K +763 +15%
SIA
998
SkyView Investment Advisors
New Jersey
$684K +$525K +5,802 New
CIA
999
Capital Investment Advisors
Georgia
$683K -$56K -619 -10%
APM
1000
Advanced Portfolio Management
New York
$682K +$523K +5,781 New
38 39
40
41 42