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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
826
EFG Asset Management
Oregon
$2.02M +$605K +16,430 +56%
CA
827
CoreCap Advisors
Michigan
$2.01M +$1.68M +45,600 New
RIA
828
Realta Investment Advisors
Delaware
$2.01M +$75.9K +2,060 +5%
SIA
829
SeaBridge Investment Advisors
New Jersey
$1.99M -$32.4K -880 -2%
GCM
830
Glynn Capital Management
California
$1.98M – – –
HW
831
Hamilton Wealth
California
$1.98M -$1.47M -39,790 -47%
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
$1.95M +$923K +25,050 +130%
GRP
833
Global Retirement Partners
California
$1.95M -$95.4K -2,590 -6%
AIM
834
Anchor Investment Management
South Carolina
$1.92M +$206K +5,590 +15%
CPA
835
Cardiff Park Advisors
California
$1.91M +$129K +3,500 +9%
RCG
836
Regatta Capital Group
California
$1.91M -$51.9K -1,410 -3%
CWM
837
Circle Wealth Management
New Jersey
$1.91M -$77.3K -2,100 -5%
EWM
838
Evercore Wealth Management
New York
$1.9M +$54.9K +1,490 +4%
LC
839
Lavaca Capital
Texas
$1.89M -$2.58M -70,000 -62%
AWA
840
Arkadios Wealth Advisors
Georgia
$1.89M +$329K +8,930 +26%
AIC
841
Argus Investors Counsel
New York
$1.88M -$434K -11,790 -22%
PVI
842
Pine Valley Investments
New Jersey
$1.87M +$933K +25,340 +148%
GL
843
Graypoint LLC
New York
$1.86M +$155K +4,210 +11%
CL
844
Choreo LLC
Illinois
$1.86M +$14K +380 +0.9%
WT
845
Whittier Trust
California
$1.83M -$151K -4,090 -9%
CWP
846
CFM Wealth Partners
Texas
$1.82M -$23.2K -630 -2%
MAM
847
Morse Asset Management
Connecticut
$1.82M +$425K +11,530 +39%
IFWM
848
Institute for Wealth Management
Colorado
$1.81M -$63K -1,710 -4%
PI
849
PFS Investments
Georgia
$1.81M +$224K +6,070 +17%
ALAM
850
Asahi Life Asset Management
Japan
$1.81M +$134K +3,640 +10%
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