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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
926
TFR Capital
Texas
$4.56M +$4.21M +51,170 New
CWP
927
CFM Wealth Partners
Texas
$4.56M +$587K +7,130 +16%
LFP
928
Leeward Financial Partners
Washington
$4.56M +$136K +1,650 +3%
TPCW
929
TD Private Client Wealth
New York
$4.55M +$978K +11,880 +30%
TAM
930
Trust Asset Management
Texas
$4.55M – – –
AG
931
Ascent Group
Virginia
$4.54M +$65.8K +800 +2%
DCM
932
Davidson Capital Management
Texas
$4.5M +$79K +960 +2%
WGC
933
Watts Gwilliam & Co
Arizona
$4.5M +$388K +4,710 +10%
YIA
934
YHB Investment Advisors
Connecticut
$4.49M -$436K -5,300 -10%
JIC
935
Joel Isaacson & Co
New York
$4.49M +$72.4K +880 +2%
HW
936
Hamilton Wealth
California
$4.48M +$57.6K +700 +1%
AWCI
937
Alpine Woods Capital Investors
New York
$4.46M -$1.24M -15,080 -23%
ACM
938
Aubrey Capital Management
United Kingdom
$4.46M +$165K +2,000 +4%
CK
939
Cohen Klingenstein
New York
$4.46M -$6.17M -75,000 -60%
FCM
940
Firsthand Capital Management
California
$4.46M – – –
JC
941
JBF Capital
Colorado
$4.46M +$1.15M +14,000 +39%
SGDR
942
SPX Gestao de Recursos
Brazil
$4.46M +$4.12M +50,000 New
FCP
943
Fidelis Capital Partners
Florida
$4.44M +$295K +3,590 +9%
BBA
944
Baader Bank Aktiengesellschaft
Germany
$4.39M -$343K -4,170 -8%
WP
945
WealthShield Partners
North Carolina
$4.36M -$165K -2,010 -4%
VCM
946
Verde Capital Management
Michigan
$4.35M -$644K -7,820 -14%
RWB
947
RMR Wealth Builders
New Jersey
$4.33M +$182K +2,210 +5%
GLR
948
Great Lakes Retirement
Ohio
$4.33M -$69.1K -840 -2%
HZ
949
Hixon Zuercher
Ohio
$4.33M -$295K -3,580 -7%
NRG
950
Nemes Rush Group
Michigan
$4.31M +$155K +1,880 +4%
36 37
38
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