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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2101
Oakworth Capital
Alabama
$37.7K – – –
QWM
2102
Quaker Wealth Management
New Jersey
$36.8K – – –
TCB
2103
Texas Capital Bancshares
Texas
$36.8K +$37.4K +200 New
DIP
2104
DT Investment Partners
Pennsylvania
$35.9K – – –
CAC
2105
Core Alternative Capital
Georgia
$35K – – –
RFS
2106
Richardson Financial Services
Massachusetts
$35K +$4.67K +25 +15%
TWD
2107
True Wealth Design
Ohio
$34.9K +$12.1K +65 +52%
GCGDR
2108
Geo Capital Gestora de Recursos
Brazil
$34K – – –
GWM
2109
Geneos Wealth Management
Colorado
$33.1K -$703K -3,765 -95%
LFASL
2110
Lugano Financial Advisors SA (LFA)
Switzerland
$33.1K – – –
EWM
2111
Evolution Wealth Management
Florida
$32.2K – – –
TC
2112
Trust Company
Kansas
$32.2K – – –
HNW
2113
High Note Wealth
Minnesota
$31.3K – – –
AFG
2114
Albion Financial Group
Utah
$31.3K +$14K +75 +79%
MEG
2115
Millstone Evans Group
Colorado
$30.4K – – –
NWMP
2116
Noble Wealth Management PBC
Colorado
$29.4K +$29.9K +160 New
MFT
2117
Moisand Fitzgerald Tamayo
Florida
$28.5K – – –
KG
2118
Kilter Group
New York
$28.5K +$6.54K +35 +29%
BWL
2119
Bogart Wealth LLC
Virginia
$28.5K +$14K +75 +94%
WWA
2120
Wealth Watch Advisors
Colorado
$28.5K +$29K +155 New
CH
2121
Canton Hathaway
Rhode Island
$28K – – –
FPB
2122
First PREMIER Bank
South Dakota
$28K – – –
RWM
2123
Raffa Wealth Management
District of Columbia
$27.6K -$7.47K -40 -21%
SIS
2124
Strategic Investment Solutions
Illinois
$27.6K – – –
VEA
2125
Virtus ETF Advisers
New York
$26.7K -$309K -1,655 -92%
83 84
85
86 87