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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1201
Bridgefront Capital
Texas
$538K +$480K +3,805 New
CPIG
1202
Chicago Partners Investment Group
Illinois
$536K -$63K -500 -12%
VC
1203
Veracity Capital
Georgia
$536K +$478K +3,790 New
NWM
1204
Napa Wealth Management
California
$535K +$477K +3,785 New
OWA
1205
Outlook Wealth Advisors
Texas
$535K +$477K +3,785 New
GGS
1206
Galvin Gaustad & Stein
Arizona
$530K -$31.5K -250 -6%
TWM
1207
Tradition Wealth Management
Minnesota
$528K +$63K +500 +15%
FNBSF
1208
First National Bank Sioux Falls
South Dakota
$523K – – –
QC
1209
Quent Capital
New York
$523K +$21.4K +170 +5%
MFS
1210
Mirabella Financial Services
United Kingdom
$519K +$463K +3,670 New
BWP
1211
BSW Wealth Partners
Colorado
$515K +$32.1K +255 +8%
PWA
1212
Provenance Wealth Advisors
Florida
$515K +$34K +270 +8%
MWM
1213
Moran Wealth Management
Florida
$513K +$458K +3,630 New
EWA
1214
EverSource Wealth Advisors
Alabama
$511K +$134K +1,065 +42%
BGA
1215
Battery Global Advisors
Massachusetts
$507K +$452K +3,585 New
BCM
1216
BluePath Capital Management
Georgia
$505K -$9.45K -75 -2%
EAM
1217
Evanson Asset Management
California
$502K -$20.8K -165 -4%
BCM
1218
Bayesian Capital Management
New York
$500K -$4.95M -39,285 -92%
PI
1219
PGGM Investments
Netherlands
$500K +$446K +3,540 New
SF
1220
Symphony Financial
Texas
$500K -$104K -825 -19%
SWA
1221
Stratos Wealth Advisors
Ohio
$497K +$80K +635 +22%
AP
1222
AtonRa Partners
Switzerland
$497K -$67.4K -535 -13%
BWP
1223
Balboa Wealth Partners
Arizona
$497K +$135K +1,070 +44%
AG
1224
AlTi Global
New York
$497K +$443K +3,515 New
GIA
1225
Gladstone Institutional Advisory
Florida
$492K -$27.7K -220 -6%
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