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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
976
Waterloo Capital
Texas
$1.75M -$146K -755 -6%
PA
977
Procyon Advisors
Connecticut
$1.75M +$104K +540 +5%
GWS
978
Greykasell Wealth Strategies
California
$1.75M – – –
GM
979
GeoWealth Management
Illinois
$1.75M -$553K -2,870 -21%
FCM
980
Fourpath Capital Management
Oklahoma
$1.74M -$1.93K -10 -0.1%
BCM
981
BluePointe Capital Management
California
$1.74M +$82.9K +430 +4%
LSA
982
L & S Advisors
California
$1.74M -$8.15M -42,295 -79%
CB
983
CNB Bank
Pennsylvania
$1.72M +$30.8K +160 +2%
SW
984
SteelPeak Wealth
California
$1.71M +$1.75M +9,070 +538%
NFA
985
Northern Financial Advisors
Michigan
$1.71M +$7.71K +40 +0.4%
NW
986
Naviter Wealth
Arkansas
$1.71M +$30.8K +160 +2%
TNAM
987
Terra Nova Asset Management
New York
$1.71M +$2.07M +10,735 New
CGL
988
Clarius Group LLC
Washington
$1.7M +$284K +1,475 +16%
CF
989
Convergence Financial
Missouri
$1.69M +$95.4K +495 +5%
GAA
990
Global Assets Advisory
Florida
$1.68M +$1.21M +6,290 +145%
1WM
991
1858 Wealth Management
Ohio
$1.68M +$265K +1,375 +15%
VF
992
Vest Financial
Virginia
$1.68M +$859K +4,455 +73%
HIA
993
Harbor Investment Advisory
Maryland
$1.67M +$267K +1,385 +15%
PWP
994
Principle Wealth Partners
Connecticut
$1.66M -$38.5K -200 -2%
AWMT
995
AAFMAA Wealth Management & Trust
North Carolina
$1.66M +$27K +140 +1%
GL
996
Graypoint LLC
New York
$1.66M -$191K -990 -9%
OF
997
Optimize Financial
California
$1.66M -$2.89K -15 -0.1%
SF
998
Summit Financial
New Jersey
$1.65M +$52K +270 +3%
MIC
999
Maxi Investments CY
Cyprus
$1.65M +$2M +10,365 New
GIM
1000
Generali Investments Management
Slovenia
$1.65M -$3.04M -15,755 -60%
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