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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1376
PDS Planning
Ohio
$2.41M -$73.1K -678 -3%
AG
1377
AlTi Global
New York
$2.4M +$1.03M +9,563 +60%
GBT
1378
Grove Bank & Trust
Florida
$2.39M +$892K +8,272 +48%
RA
1379
RiverPark Advisors
New York
$2.38M +$83.8K +777 +3%
AWAU
1380
Alliance Wealth Advisors (Utah)
Utah
$2.38M -$1.66M -15,402 -38%
SWM
1381
Segment Wealth Management
Texas
$2.37M +$1.31M +12,160 +93%
PWPS
1382
Pinnacle Wealth Planning Services
Ohio
$2.37M +$4.74K +44 +0.2%
DC
1383
DeDora Capital
California
$2.37M +$1.83K +17 +0.1%
MFGM
1384
Marshall Financial Group (Maryland)
Maryland
$2.36M -$266K -2,464 -9%
CI
1385
CX Institutional
Indiana
$2.36M -$158K -1,466 -6%
MSFS
1386
Main Street Financial Solutions
Pennsylvania
$2.35M -$1.44M -13,350 -35%
CAG
1387
Csenge Advisory Group
Florida
$2.35M +$368K +3,415 +16%
RIA
1388
Realta Investment Advisors
Delaware
$2.35M -$192K -1,782 -7%
WFC
1389
Western Financial Corp
California
$2.35M -$3.52M -32,633 -57%
WTC
1390
WhitTier Trust Company
Nevada
$2.34M +$1.13M +10,473 +68%
CAG
1391
Curtis Advisory Group
California
$2.34M +$2.03M +18,840 +307%
EPW
1392
Evolve Private Wealth
California
$2.34M +$2.69M +24,948 New
SCM
1393
Soros Capital Management
New York
$2.34M +$762K +7,066 +40%
SSA
1394
SSA Swiss Advisors
$2.33M – – –
HPC
1395
HM Payson & Co
Maine
$2.33M -$46.9K -435 -2%
TPA
1396
Trivium Point Advisory
Connecticut
$2.33M +$167K +1,550 +7%
CYG
1397
Clean Yield Group
Vermont
$2.32M +$152K +1,413 +6%
F8IS
1398
Figure 8 Investment Strategies
Idaho
$2.31M -$68.5K -635 -3%
ITFISA
1399
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.3M -$19.5K -181 -0.7%
EHWM
1400
Eads & Heald Wealth Management
Georgia
$2.3M -$69K -640 -3%
54 55
56
57 58