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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1351
Papamarkou Wellner Asset Management
New York
$851K +$813K +4,015 New
FM
1352
Freemont Management
Switzerland
$848K – – –
PFG
1353
Prosperity Financial Group
California
$848K +$151K +745 +23%
SDIC
1354
South Dakota Investment Council
South Dakota
$848K – – –
LAM
1355
L2 Asset Management
Massachusetts
$846K -$11.1K -55 -1%
SIA
1356
Strategic Investment Advisors
Michigan
$845K -$83.1K -410 -9%
RTC
1357
Real Talk Capital
Tennessee
$845K +$807K +3,985 New
LAM
1358
Lewis Asset Management
California
$842K -$9.12K -45 -1%
BMWS
1359
Brady Martz Wealth Solutions
North Dakota
$842K +$827K +4,080 New
DWM
1360
Drive Wealth Management
Utah
$835K +$2.03K +10 +0.3%
RLIM
1361
Red Lighthouse Investment Management
New York
$833K – – –
RLH
1362
RD Lewis Holdings
Florida
$832K +$836K +4,125 New
EAM
1363
EdenTree Asset Management
United Kingdom
$832K -$86.1K -425 -10%
PFA
1364
Pure Financial Advisors
California
$831K +$62.8K +310 +9%
UBG
1365
United Bank (Georgia)
Georgia
$831K +$250K +1,235 +46%
TW
1366
TritonPoint Wealth
Maryland
$823K +$114K +565 +17%
DCM
1367
Driehaus Capital Management
Illinois
$821K -$33.4K -165 -4%
CIA
1368
Compass Ion Advisors
Pennsylvania
$817K – – –
PP
1369
Patron Partners
Texas
$812K +$6.08K +30 +0.8%
SIP
1370
Stoneridge Investment Partners
Pennsylvania
$809K – – –
KMWM
1371
Keudell/Morrison Wealth Management
Oregon
$808K -$80K -395 -9%
AW
1372
Alteri Wealth
California
$808K +$772K +3,810 New
KCM
1373
KRS Capital Management
Michigan
$806K – – –
SICM
1374
Sustainable Insight Capital Management
New York
$806K +$306K +1,510 +66%
TAM
1375
Titleist Asset Management
Texas
$803K +$768K +3,790 New
53 54
55
56 57