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Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1076
Summit Wealth Group (Colorado)
Colorado
$5.14M +$16M +131,240 +2,723%
CA
1077
Crewe Advisors
Utah
$5.12M +$5.22M +42,730 New
SAG
1078
SageView Advisory Group
California
$5.1M +$531K +4,350 +11%
CFSG
1079
Community Financial Services Group
Vermont
$5.08M +$97.6K +800 +2%
MYLI
1080
Meiji Yasuda Life Insurance
Japan
$5.06M +$170K +1,390 +3%
JIC
1081
Johnson Investment Counsel
Ohio
$5.05M +$111K +910 +2%
FDP
1082
Financiere des Professionnels
Quebec, Canada
$5.05M +$531K +4,350 +12%
SLI
1083
Sumitomo Life Insurance
Japan
$5.04M +$500K +4,100 +11%
ACM
1084
AlphaStar Capital Management
North Carolina
$5.02M +$164K +1,340 +3%
DWP
1085
Destiny Wealth Partners
Florida
$5.01M -$1.53M -12,560 -23%
GCM
1086
Graham Capital Management
Connecticut
$5M -$6.32M -51,770 -55%
IFWM
1087
Institute for Wealth Management
Colorado
$4.98M -$39.1K -320 -0.8%
CI
1088
Cigna Investments
Connecticut
$4.96M -$45.2K -370 -0.9%
DRS
1089
Deane Retirement Strategies
Louisiana
$4.92M +$809K +6,630 +19%
EBWM
1090
Eagle Bluffs Wealth Management
Missouri
$4.89M -$74.5K -610 -1%
AWAU
1091
Alliance Wealth Advisors (Utah)
Utah
$4.88M -$491K -4,020 -9%
BO
1092
Bank OZK
Arkansas
$4.88M +$405K +3,320 +9%
AP
1093
Americana Partners
Texas
$4.87M -$522K -4,280 -10%
ISWM
1094
Independent Solutions Wealth Management
New York
$4.87M +$105K +860 +2%
LFA
1095
Legacy Financial Advisors
Kentucky
$4.87M -$94K -770 -2%
SCM
1096
SOL Capital Management
Maryland
$4.87M -$173K -1,420 -3%
AA
1097
ALPS Advisors
Colorado
$4.86M +$343K +2,810 +7%
HIP
1098
Harrell Investment Partners
Texas
$4.84M -$18.3K -150 -0.4%
ECM
1099
Eisler Capital Management
United Kingdom
$4.82M +$4.86M +39,790 +18,948%
SGM
1100
Scalar Gauge Management
Texas
$4.8M +$4.88M +40,000 New
42 43
44
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