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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1051
Castlefield Investment Partners
$3.78M +$109K +1,234 +2%
LW
1052
Libra Wealth
California
$3.78M +$12K +136 +0.3%
FCA
1053
Fortis Capital Advisors
Kansas
$3.75M -$1.15M -13,099 -20%
IAN
1054
Integrated Advisors Network
Texas
$3.74M -$581K -6,602 -11%
OC
1055
Oarsman Capital
Wisconsin
$3.74M +$2.5M +28,419 +119%
GWM
1056
Geneos Wealth Management
Colorado
$3.73M +$988K +11,215 +27%
DSC
1057
Daytona Street Capital
Missouri
$3.72M +$125K +1,415 +3%
TC
1058
Trilogy Capital
California
$3.72M +$270K +3,068 +6%
BV
1059
Boxwood Ventures
Illinois
$3.69M – – –
VAS
1060
Valicenti Advisory Services
New York
$3.69M +$241K +2,740 +6%
HW
1061
Hamilton Wealth
California
$3.69M -$21.4K -243 -0.5%
IFWM
1062
Institute for Wealth Management
Colorado
$3.69M +$625K +7,093 +16%
AAIM
1063
Asset Advisors Investment Management
Georgia
$3.68M +$45.5K +517 +1%
AIM
1064
Avity Investment Management
Connecticut
$3.68M +$3.08M +35,020 +212%
WAM
1065
Wolverine Asset Management
Illinois
$3.67M +$4.44M +50,472 +5,842%
MWM
1066
Modern Wealth Management
Kansas
$3.66M +$1.58M +17,884 +54%
PAM
1067
Pegasus Asset Management
New York
$3.66M +$108K +1,229 +2%
HCM
1068
Helios Capital Management
Singapore
$3.64M – – –
SHGA
1069
Sand Hill Global Advisors
California
$3.62M +$41.9K +476 +0.9%
APW
1070
Aventura Private Wealth
Florida
$3.61M +$132K +1,494 +3%
SCM
1071
Saber Capital Management
North Carolina
$3.61M +$825K +9,372 +23%
PFGIA
1072
Patriot Financial Group Insurance Agency
Massachusetts
$3.6M -$5.71M -64,868 -56%
CWP
1073
Cyndeo Wealth Partners
Florida
$3.6M +$305K +3,468 +7%
AOWM
1074
Asset One Wealth Management
Washington
$3.58M +$485K +5,506 +13%
TAP
1075
Tounjian Advisory Partners
Florida
$3.58M +$2.01M +22,776 +83%
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