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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2601
InTrack Investment Management
Vermont
$3.67M +$250K +2,472 +9%
ACH
2602
ArrowMark Colorado Holdings
Colorado
$3.67M -$3.29M -32,530 -52%
CNAM
2603
Campbell Newman Asset Management
Wisconsin
$3.66M -$8.09K -80 -0.3%
UW
2604
Unique Wealth
Florida
$3.66M +$500K +4,941 +20%
PKC
2605
Palmer Knight Company
Florida
$3.66M – – –
AT
2606
American Trust
Kentucky
$3.65M -$528K -5,221 -15%
LT
2607
Legacy Trust
Michigan
$3.65M +$116K +1,149 +4%
AFG
2608
ABLE Financial Group
Arizona
$3.63M +$149K +1,471 +5%
WWM
2609
Waterway Wealth Management
Texas
$3.62M -$339K -3,349 -10%
FA
2610
FDx Advisors
Illinois
$3.62M -$2.99M -29,607 -50%
TCM
2611
Tanaka Capital Management
New York
$3.62M – – –
BWG
2612
Boomfish Wealth Group
Georgia
$3.62M -$557K -5,511 -16%
GCA
2613
Gradient Capital Advisors
California
$3.61M +$198K +1,961 +7%
CAM
2614
Columbia Asset Management
Michigan
$3.61M +$952K +9,412 +47%
REMPR
2615
Roof Eidam Maycock Peralta (REMP)
California
$3.61M +$169K +1,675 +6%
BFO
2616
Biltmore Family Office
North Carolina
$3.6M +$127K +1,261 +5%
TC
2617
Taika Capital
Florida
$3.59M +$1.68M +16,643 +134%
KIC
2618
Kensington Investment Counsel
California
$3.58M +$126K +1,247 +4%
MSF
2619
Mustard Seed Financial
Arkansas
$3.57M -$560K -5,535 -16%
VAM
2620
Valliance Asset Management
Hong Kong
$3.57M +$2.92M +28,880 New
CWP
2621
Curated Wealth Partners
California
$3.57M +$2.92M +28,858 New
LIM
2622
Lathrop Investment Management
Arkansas
$3.56M +$804K +7,957 +38%
DBIA
2623
Dumont & Blake Investment Advisors
New Jersey
$3.56M +$1.47M +14,539 +102%
NFA
2624
Northwest Financial Advisors
Virginia
$3.56M +$644K +6,369 +28%
ACM
2625
Advance Capital Management
Michigan
$3.54M -$489K -4,837 -14%
103 104
105
106 107