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Name Holding Trade Value Shares
Change 		Change in
Stake
1C
1101
111 Capital
France
$3.34M +$34.3K +390 +0.8%
SWP
1102
Sagespring Wealth Partners
Tennessee
$3.34M -$744K -8,448 -15%
SWA
1103
Sax Wealth Advisors
New Jersey
$3.32M +$474K +5,383 +18%
SFM
1104
Soros Fund Management
New York
$3.32M -$125K -1,424 -3%
MAM
1105
Morse Asset Management
Connecticut
$3.29M -$806K -9,151 -17%
BHWM
1106
Bar Harbor Wealth Management
New Hampshire
$3.28M +$732K +8,316 +22%
HVIA
1107
Hudson Valley Investment Advisors
New York
$3.27M +$277K +3,142 +7%
AP
1108
Americana Partners
Texas
$3.27M +$797K +9,045 +25%
GWMIA
1109
Global Wealth Management Investment Advisory
Florida
$3.27M +$137K +1,550 +4%
RWP
1110
RWA Wealth Partners
Massachusetts
$3.26M +$76.9K +873 +2%
BBWA
1111
Bell & Brown Wealth Advisors
California
$3.26M +$400K +4,541 +11%
BO
1112
Bank OZK
Arkansas
$3.25M +$384K +4,358 +11%
CFSG
1113
Community Financial Services Group
Vermont
$3.24M +$55.1K +626 +1%
LFA
1114
Legacy Financial Advisors
Kentucky
$3.24M -$451K -5,123 -10%
LPT
1115
Legacy Private Trust
Wisconsin
$3.24M +$138K +1,564 +4%
NRG
1116
Nemes Rush Group
Michigan
$3.23M +$3.52K +40 +0.1%
DCM
1117
Decatur Capital Management
Georgia
$3.23M +$88 +1 +0%
HAM
1118
Harber Asset Management
North Carolina
$3.23M +$1.4M +15,952 +54%
SGWP
1119
Sun Group Wealth Partners
California
$3.22M -$258K -2,932 -6%
SAM
1120
Smithbridge Asset Management
Pennsylvania
$3.21M -$88.7K -1,007 -2%
HT
1121
Headlands Technologies
Illinois
$3.21M +$3.96M +45,020 New
SCM
1122
Saba Capital Management
New York
$3.21M +$1.11M +12,597 +39%
KTM
1123
Keeler Thomas Management
Utah
$3.21M +$378K +4,288 +11%
CYG
1124
Clean Yield Group
Vermont
$3.2M +$256K +2,912 +7%
SFG
1125
Stonebridge Financial Group
California
$3.2M +$3.94M +44,768 New
43 44
45
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