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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1101
BigSur Wealth Management
Florida
$1.07M -$141K -1,500 -13%
CCT
1102
Chemung Canal Trust
New York
$1.07M +$991K +10,514 New
MWM
1103
Merriman Wealth Management
Washington
$1.06M -$178K -1,886 -15%
HCM
1104
Hollencrest Capital Management
California
$1.06M +$519K +5,500 +111%
BAM
1105
Belpointe Asset Management
Nevada
$1.06M +$272K +2,890 +38%
CIC
1106
Cutler Investment Counsel
Oregon
$1.05M – – –
RIL
1107
Rothschild Investment LLC
Illinois
$1.05M -$178K -1,890 -15%
ATPW
1108
Ashton Thomas Private Wealth
Arizona
$1.04M +$85.7K +909 +10%
AWM
1109
Aevitas Wealth Management
Massachusetts
$1.03M -$9.43K -100 -1%
IWC
1110
Integrated Wealth Concepts
Massachusetts
$1.03M +$216K +2,292 +29%
RWA
1111
River Wealth Advisors
Pennsylvania
$1.03M +$197K +2,089 +26%
CT
1112
Cambridge Trust
Massachusetts
$1.03M +$35.1K +372 +4%
ECM
1113
ExodusPoint Capital Management
New York
$1.02M -$3.24M -34,400 -77%
KFGK
1114
Keystone Financial Group (Kentucky)
Kentucky
$1.02M +$35K +371 +4%
KJWM
1115
Kiley Juergens Wealth Management
Washington
$1.02M +$946K +10,033 New
EW
1116
Evoke Wealth
California
$1.02M -$398K -4,227 -30%
WFMPM
1117
Woodley Farra Manion Portfolio Management
Indiana
$1.01M +$1.89K +20 +0.2%
SACTSONJ
1118
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.01M – – –
MLIC
1119
Mandatum Life Insurance Company
Finland
$1.01M +$377K +3,995 +67%
AP
1120
Appleton Partners
Massachusetts
$1.01M +$46.7K +495 +5%
FWP
1121
FAS Wealth Partners
Kansas
$1.01M -$8.77K -93 -0.9%
RPC
1122
Rossmore Private Capital
Connecticut
$999K – – –
DT
1123
Diversified Trust
Tennessee
$998K +$929K +9,849 New
TRAM
1124
Tuscan Ridge Asset Management
Illinois
$991K +$922K +9,782 New
SFSIG
1125
San Francisco Sentry Investment Group
California
$985K +$68K +721 +8%
43 44
45
46 47