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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
701
Evolve Private Wealth
California
$700K +$277K +1,265 +80%
IBOK
702
Independence Bank of Kentucky
Kentucky
$686K -$49.2K -225 -7%
FFN
703
Focus Financial Network
Minnesota
$684K +$105K +479 +21%
CIAM
704
Caitong International Asset Management
Hong Kong
$682K -$557K -2,547 -48%
GKWIM
705
Gerber Kawasaki Wealth & Investment Management
California
$681K -$59.9K -274 -9%
BTI
706
Blue Trust Inc
Georgia
$680K +$8.1K +37 +1%
LP
707
Longaeva Partners
Illinois
$664K +$593K +2,709 New
SAI
708
Savvy Advisors Inc
New York
$661K +$97.8K +447 +20%
BF
709
BOK Financial
Oklahoma
$660K +$33.3K +152 +6%
AWM
710
Aprio Wealth Management
Georgia
$656K +$70.7K +323 +14%
CIA
711
Concurrent Investment Advisors
Florida
$656K +$80.3K +367 +16%
SAM
712
Smartleaf Asset Management
Massachusetts
$655K – – –
SCA
713
Snowden Capital Advisors
New York
$652K +$40.9K +187 +8%
SCP
714
Sivia Capital Partners
California
$650K +$185K +845 +47%
GCP
715
Gill Capital Partners
Colorado
$649K +$21.9K +100 +4%
CP
716
Clarendon Private
Massachusetts
$644K -$1.31K -6 -0.2%
WA
717
Waddell & Associates
Tennessee
$644K +$575K +2,627 New
PWG
718
Portside Wealth Group
Utah
$637K -$14.4K -66 -2%
EPI
719
Eddie Patel Inc
Illinois
$637K +$169K +773 +42%
AWA
720
Aaron Wealth Advisors
Illinois
$623K +$180K +822 +48%
HI
721
Hudock Inc
Pennsylvania
$621K +$30.6K +140 +6%
QI
722
Qtron Investments
Massachusetts
$618K – – –
AG
723
Ascent Group
Virginia
$616K +$24.1K +110 +5%
TWC
724
TD Waterhouse Canada
Ontario, Canada
$614K +$103K +469 +23%
PCM
725
Prelude Capital Management
New York
$611K -$305K -1,395 -36%
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