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Name Holding Trade Value Shares
Change 		Change in
Stake
P8IP
701
Pier 88 Investment Partners
California
$711K +$153K +700 +32%
PI
702
PFG Investments
New York
$711K -$19K -87 -3%
PPWP
703
Premier Path Wealth Partners
New Jersey
$708K +$875 +4 +0.1%
SM
704
Sciencast Management
New Jersey
$705K -$6.16M -28,169 -91%
EPW
705
Evolve Private Wealth
California
$700K +$277K +1,265 +80%
IBOK
706
Independence Bank of Kentucky
Kentucky
$686K -$49.2K -225 -7%
FFN
707
Focus Financial Network
Minnesota
$684K +$105K +479 +21%
CIAM
708
Caitong International Asset Management
Hong Kong
$682K -$557K -2,547 -48%
GKWIM
709
Gerber Kawasaki Wealth & Investment Management
California
$681K -$59.9K -274 -9%
BTI
710
Blue Trust Inc
Georgia
$680K +$8.1K +37 +1%
LP
711
Longaeva Partners
Illinois
$664K +$593K +2,709 New
VC
712
Vestor Capital
Illinois
$662K +$237K +1,085 +409%
SAI
713
Savvy Advisors Inc
New York
$661K +$97.8K +447 +20%
BF
714
BOK Financial
Oklahoma
$660K +$33.3K +152 +6%
AWM
715
Aprio Wealth Management
Georgia
$656K +$70.7K +323 +14%
CIA
716
Concurrent Investment Advisors
Florida
$656K +$80.3K +367 +16%
SAM
717
Smartleaf Asset Management
Massachusetts
$655K – – –
SCA
718
Snowden Capital Advisors
New York
$652K +$40.9K +187 +8%
SCP
719
Sivia Capital Partners
California
$650K +$185K +845 +47%
GCP
720
Gill Capital Partners
Colorado
$649K +$21.9K +100 +4%
CP
721
Clarendon Private
Massachusetts
$644K -$1.31K -6 -0.2%
WA
722
Waddell & Associates
Tennessee
$644K +$575K +2,627 New
PWG
723
Portside Wealth Group
Utah
$637K -$14.4K -66 -2%
EPI
724
Eddie Patel Inc
Illinois
$637K +$169K +773 +42%
AWA
725
Aaron Wealth Advisors
Illinois
$623K +$180K +822 +48%
27 28
29
30 31