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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1101
King Wealth Management Group
Florida
$3.4M +$613K +6,961 +17%
AA
1102
Altrafin AG
$3.39M -$2.84M -32,304 -40%
TAM
1103
Trust Asset Management
Texas
$3.38M -$13.7K -156 -0.3%
CAG
1104
Crestwood Advisors Group
Massachusetts
$3.38M -$285K -3,240 -6%
PP
1105
Patten & Patten
Tennessee
$3.36M +$1.59M +18,008 +62%
1C
1106
111 Capital
France
$3.34M +$34.3K +390 +0.8%
SWP
1107
Sagespring Wealth Partners
Tennessee
$3.34M -$744K -8,448 -15%
SWA
1108
Sax Wealth Advisors
New Jersey
$3.32M +$474K +5,383 +18%
SFM
1109
Soros Fund Management
New York
$3.32M -$125K -1,424 -3%
MAM
1110
Morse Asset Management
Connecticut
$3.29M -$806K -9,151 -17%
BHWM
1111
Bar Harbor Wealth Management
New Hampshire
$3.28M +$732K +8,316 +22%
HVIA
1112
Hudson Valley Investment Advisors
New York
$3.27M +$277K +3,142 +7%
AP
1113
Americana Partners
Texas
$3.27M +$797K +9,045 +25%
GWMIA
1114
Global Wealth Management Investment Advisory
Florida
$3.27M +$137K +1,550 +4%
RWP
1115
RWA Wealth Partners
Massachusetts
$3.26M +$76.9K +873 +2%
BBWA
1116
Bell & Brown Wealth Advisors
California
$3.26M +$400K +4,541 +11%
BO
1117
Bank OZK
Arkansas
$3.25M +$384K +4,358 +11%
CFSG
1118
Community Financial Services Group
Vermont
$3.24M +$55.1K +626 +1%
LFA
1119
Legacy Financial Advisors
Kentucky
$3.24M -$451K -5,123 -10%
LPT
1120
Legacy Private Trust
Wisconsin
$3.24M +$138K +1,564 +4%
NRG
1121
Nemes Rush Group
Michigan
$3.23M +$3.52K +40 +0.1%
DCM
1122
Decatur Capital Management
Georgia
$3.23M +$88 +1 +0%
HAM
1123
Harber Asset Management
North Carolina
$3.23M +$1.4M +15,952 +54%
SGWP
1124
Sun Group Wealth Partners
California
$3.22M -$258K -2,932 -6%
SAM
1125
Smithbridge Asset Management
Pennsylvania
$3.21M -$88.7K -1,007 -2%
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