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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
826
Cynosure Group
Utah
$2.02M +$1.69M +45,810 New
EAM
827
EFG Asset Management
Oregon
$2.02M +$605K +16,430 +56%
CA
828
CoreCap Advisors
Michigan
$2.01M +$1.68M +45,600 New
RIA
829
Realta Investment Advisors
Delaware
$2.01M +$75.9K +2,060 +5%
SIA
830
SeaBridge Investment Advisors
New Jersey
$1.99M -$32.4K -880 -2%
GCM
831
Glynn Capital Management
California
$1.98M – – –
HW
832
Hamilton Wealth
California
$1.98M -$1.47M -39,790 -47%
CSPIA
833
Cary Street Partners Investment Advisory
Virginia
$1.95M +$923K +25,050 +130%
GRP
834
Global Retirement Partners
California
$1.95M -$95.4K -2,590 -6%
AIM
835
Anchor Investment Management
South Carolina
$1.92M +$206K +5,590 +15%
CPA
836
Cardiff Park Advisors
California
$1.91M +$129K +3,500 +9%
RCG
837
Regatta Capital Group
California
$1.91M -$51.9K -1,410 -3%
CWM
838
Circle Wealth Management
New Jersey
$1.91M -$77.3K -2,100 -5%
EWM
839
Evercore Wealth Management
New York
$1.9M +$54.9K +1,490 +4%
LC
840
Lavaca Capital
Texas
$1.89M -$2.58M -70,000 -62%
AWA
841
Arkadios Wealth Advisors
Georgia
$1.89M +$329K +8,930 +26%
AIC
842
Argus Investors Counsel
New York
$1.88M -$434K -11,790 -22%
PVI
843
Pine Valley Investments
New Jersey
$1.87M +$933K +25,340 +148%
GL
844
Graypoint LLC
New York
$1.86M +$155K +4,210 +11%
CL
845
Choreo LLC
Illinois
$1.86M +$14K +380 +0.9%
WT
846
Whittier Trust
California
$1.83M -$151K -4,090 -9%
CWP
847
CFM Wealth Partners
Texas
$1.82M -$23.2K -630 -2%
MAM
848
Morse Asset Management
Connecticut
$1.82M +$425K +11,530 +39%
IFWM
849
Institute for Wealth Management
Colorado
$1.81M -$63K -1,710 -4%
PI
850
PFS Investments
Georgia
$1.81M +$224K +6,070 +17%
32 33
34
35 36