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Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
1026
Mach-1 Financial Group
Arkansas
$629K +$642K +5,625 New
RCM
1027
RB Capital Management
Nevada
$627K -$5.7K -50 -0.9%
KWM
1028
Keebeck Wealth Management
Illinois
$627K – – –
CCA
1029
Column Capital Advisors
Indiana
$623K – – –
NWA
1030
New World Advisors
Massachusetts
$623K -$7.42K -65 -1%
AR
1031
Advisory Research
Illinois
$620K +$10.3K +90 +2%
LWM
1032
Laidlaw Wealth Management
New York
$619K -$26.2K -230 -4%
HI
1033
HBK Investments
Texas
$619K +$632K +5,540 New
FCBT
1034
First Citizens Bank & Trust
North Carolina
$614K -$4.56K -40 -0.7%
IA
1035
IFP Advisors
Florida
$614K -$815K -7,140 -56%
MAM
1036
MWA Asset Management
Massachusetts
$609K +$621K +5,445 New
MCC
1037
Malaga Cove Capital
California
$609K -$3.42K -30 -0.5%
CI
1038
CX Institutional
Indiana
$607K +$570 +5 +0.1%
SC
1039
Sepio Capital
Utah
$607K +$79.9K +700 +15%
EWM
1040
Evercore Wealth Management
New York
$607K +$302K +2,650 +95%
TC
1041
TwinBeech Capital
New York
$600K +$612K +5,365 New
AFG
1042
Atomi Financial Group
New York
$598K +$175K +1,535 +40%
HCM
1043
HMS Capital Management
Tennessee
$596K -$2.28K -20 -0.4%
IA
1044
IAM Advisory
Pennsylvania
$591K +$603K +5,290 New
GEA
1045
Glen Eagle Advisors
New Jersey
$590K +$72.4K +635 +14%
TFCP
1046
Twin Focus Capital Partners
Massachusetts
$589K -$30.2K -265 -5%
BW
1047
Bison Wealth
Georgia
$587K +$600K +5,255 New
IAS
1048
Insigneo Advisory Services
Florida
$584K +$8.56K +75 +1%
SWM
1049
Salvus Wealth Management
New Jersey
$580K +$94.7K +830 +19%
DIM
1050
DC Investments Management
Virginia
$576K – – –
40 41
42
43 44