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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1076
Trust Asset Management
Texas
$4.57M – – –
DWP
1077
Destiny Wealth Partners
Florida
$4.56M +$162K +1,839 +4%
LI
1078
LMCG Investments
Massachusetts
$4.55M +$4.17M +47,304 New
IC
1079
Inscription Capital
Texas
$4.54M -$136K -1,543 -3%
ATC
1080
Argent Trust Co
Tennessee
$4.54M +$97.2K +1,103 +2%
CWP
1081
Cyndeo Wealth Partners
Florida
$4.51M +$1.5M +16,986 +57%
KFP
1082
KMG Fiduciary Partners
Ohio
$4.51M +$448K +5,080 +12%
AGAM
1083
Audent Global Asset Management
California
$4.49M -$969K -10,998 -19%
SPFA
1084
Summit Place Financial Advisors
New Jersey
$4.49M +$278K +3,160 +7%
MA
1085
Montag & Associates
Georgia
$4.48M -$43.8K -497 -1%
WAP
1086
Wealthcare Advisory Partners
Pennsylvania
$4.48M +$50K +568 +1%
1C
1087
111 Capital
France
$4.46M -$1.96M -22,233 -32%
QI
1088
Qtron Investments
Massachusetts
$4.45M -$323K -3,662 -7%
SWM
1089
SeaCrest Wealth Management
New York
$4.43M +$161K +1,830 +4%
SAM
1090
Smithbridge Asset Management
Pennsylvania
$4.43M -$4.22M -47,870 -51%
IAM
1091
Infusive Asset Management
New York
$4.41M -$1.34M -15,198 -25%
CGPCS
1092
Capital Group Private Client Services
California
$4.38M -$3.96M -44,889 -50%
DCM
1093
Decatur Capital Management
Georgia
$4.35M -$63.4K -720 -2%
NRG
1094
Nemes Rush Group
Michigan
$4.35M -$75.5K -857 -2%
AI
1095
AXS Investments
New York
$4.35M -$1.34M -15,209 -25%
LFP
1096
Leeward Financial Partners
Washington
$4.34M -$1.7M -19,251 -30%
DWT
1097
Dorsey & Whitney Trust
South Dakota
$4.34M +$294K +3,333 +8%
CWM
1098
Circle Wealth Management
New Jersey
$4.34M -$247K -2,807 -6%
IPGDR
1099
Investidor Profissional Gestao de Recursos
Brazil
$4.32M -$4.07M -46,179 -51%
EFG
1100
Everhart Financial Group
Ohio
$4.32M +$500K +5,674 +14%
42 43
44
45 46