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Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1276
Rothschild Investment LLC
Illinois
$944K +$575K +3,354 +119%
SIP
1277
Stoneridge Investment Partners
Pennsylvania
$944K +$1.06M +6,165 New
PCM
1278
Parsons Capital Management
Rhode Island
$943K -$182K -1,060 -15%
EI
1279
Ellevest Inc
New York
$939K -$64.2K -374 -6%
VC
1280
Veracity Capital
Georgia
$939K +$45.5K +265 +5%
NAS
1281
Nicolet Advisory Services
Wisconsin
$939K -$125K -728 -10%
PL
1282
PeakShares LLC
Florida
$938K +$1.05M +6,120 New
AG
1283
AlTi Global
New York
$934K +$107K +624 +11%
I
1284
INVST
Indiana
$929K -$4.8K -28 -0.5%
RCM
1285
RB Capital Management
Nevada
$929K -$62.6K -365 -6%
SMA
1286
Sage Mountain Advisors
Georgia
$920K -$240K -1,398 -19%
BCB
1287
Brian C. Broderick
$919K – – –
RCM
1288
Ratan Capital Management
Florida
$919K – – –
NIWA
1289
New Insight Wealth Advisors
California
$918K +$6.86K +40 +0.7%
AO
1290
Advisor OS
Illinois
$918K -$157K -913 -13%
CT
1291
Chicago Trust
Illinois
$917K +$103K +600 +11%
PFA
1292
Pure Financial Advisors
California
$913K -$1.54K -9 -0.2%
1CP
1293
17 Capital Partners
Arizona
$912K -$4.29K -25 -0.4%
TW
1294
ticino wealth
California
$912K +$1.02M +5,954 New
SAM
1295
Simplify Asset Management
Nevada
$908K +$327K +1,909 +47%
EPW
1296
Elevated Private Wealth
Wisconsin
$907K +$1.02M +5,924 New
VCM
1297
Virtue Capital Management
Tennessee
$907K -$2.14M -12,497 -67%
FMI
1298
Frec Markets Inc
California
$902K +$1.01M +5,889 New
BMWS
1299
Brady Martz Wealth Solutions
North Dakota
$901K +$286K +1,669 +40%
SF
1300
Symphony Financial
Texas
$900K -$28.1K -164 -3%
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