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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1376
Inscription Capital
Texas
$583K +$188K +1,900 +48%
LAM
1377
L2 Asset Management
Massachusetts
$583K +$27.1K +274 +5%
RFO
1378
RiverGlades Family Offices
Florida
$583K +$156K +1,574 +37%
OL
1379
Optas LLC
Texas
$582K -$36.2K -366 -6%
APWM
1380
Argonautica Private Wealth Management
Massachusetts
$581K -$63.6K -642 -10%
KCP
1381
Kera Capital Partners
California
$578K -$264K -2,662 -31%
CL
1382
COWA LLC
Oklahoma
$578K +$576K +5,817 New
GWM
1383
Greenwich Wealth Management
Connecticut
$577K +$28.7K +290 +5%
PTC
1384
Private Trust Company
Ohio
$577K +$1.09K +11 +0.2%
AWAU
1385
Alliance Wealth Advisors (Utah)
Utah
$574K -$238K -2,402 -29%
PWA
1386
Primoris Wealth Advisors
Florida
$572K +$570K +5,760 New
DAS
1387
Dynamic Advisor Solutions
Arizona
$569K +$164K +1,657 +41%
AWM
1388
Axxcess Wealth Management
California
$567K -$137K -1,384 -19%
ZIG
1389
Zullo Investment Group
Pennsylvania
$564K +$64K +646 +13%
CLA
1390
Carnegie Lake Advisors
New Jersey
$563K – – –
MFS
1391
Miller Financial Services
Michigan
$562K +$217K +2,195 +63%
PWA
1392
Physician Wealth Advisors
Utah
$559K -$16.7K -169 -3%
BW
1393
BIP Wealth
Georgia
$555K +$554K +5,591 New
CP
1394
Castleview Partners
Texas
$554K +$71.3K +720 +15%
SAM
1395
Simplify Asset Management
Nevada
$553K +$14.9K +150 +3%
TPCW
1396
TD Private Client Wealth
New York
$552K -$328K -3,313 -37%
1CP
1397
17 Capital Partners
Arizona
$551K -$24.8K -250 -4%
PWPS
1398
Pinnacle Wealth Planning Services
Ohio
$550K -$8.42K -85 -2%
PL
1399
Perpetual Ltd
Australia
$549K -$142K -1,437 -21%
LB
1400
Legacy Bridge
Iowa
$549K +$495 +5 +0.1%
54 55
56
57 58