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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
3101
Evelyn Partners Investment Management (Europe)
$3.04M +$3.12M +22,664 New
IA
3102
IAM Advisory
Pennsylvania
$3.04M -$15.2K -110 -0.5%
QCIG
3103
Quad-Cities Investment Group
Iowa
$3.04M -$52.7K -382 -2%
CJ
3104
Caitlin John
Michigan
$3.03M +$115K +831 +4%
MCC
3105
Malaga Cove Capital
California
$3.03M -$445K -3,226 -13%
RA
3106
Rise Advisors
New York
$3.03M -$220K -1,596 -7%
SSIM
3107
Sheets Smith Investment Management
Texas
$3.02M +$3.1M +22,508 New
GCM
3108
Generation Capital Management
New York
$3.02M +$3.1M +22,480 New
MWM
3109
Mascagni Wealth Management
Mississippi
$3.02M +$3.84M +27,827 New
WAM
3110
WealthTrust Asset Management
Florida
$3.02M -$111K -806 -3%
RCP
3111
Rothschild Capital Partners
New York
$3.01M +$3.09M +22,447 New
AWS
3112
Arkfeld Wealth Strategies
Nebraska
$3.01M +$38.9K +282 +1%
PC
3113
Pecaut & Co
Iowa
$3.01M -$202K -1,469 -6%
F4L
3114
Fortune 45 LLC
Louisiana
$3.01M +$209K +1,517 +7%
BZWA
3115
Blue Zone Wealth Advisors
California
$3.01M +$74.4K +540 +2%
ECA
3116
Elevated Capital Advisors
Utah
$3.01M +$638K +4,627 +26%
BHWM
3117
Beaird Harris Wealth Management
Texas
$3.01M -$122K -884 -4%
QAM
3118
Q3 Asset Management
Michigan
$3M +$2.13M +15,459 +223%
OLVIG
3119
Oliver Lagore Vanvalin Investment Group
Michigan
$3M +$598K +4,338 +24%
BFA
3120
Bright Financial Advisors
Michigan
$3M -$965 -7 -0%
SWA
3121
Strata Wealth Advisors
Texas
$3M +$303K +2,196 +11%
FFL
3122
Future Fund LLC
Illinois
$3M – – –
PFA
3123
Pathway Financial Advisors
Vermont
$2.99M -$138K -1,000 -4%
FCAS
3124
First Command Advisory Services
Texas
$2.99M +$663K +4,809 +28%
EPAM
3125
Evelyn Partners Asset Management
$2.98M +$3.06M +22,198 New
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