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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
3101
Steamboat Capital Partners
New York
$5.18M +$1.85M +10,073 +51%
EPG
3102
Estate Planners Group
Pennsylvania
$5.18M +$193K +1,052 +4%
WG
3103
Wealth Group
North Carolina
$5.18M +$46.8K +255 +0.9%
SIAG
3104
Safeguard Investment Advisory Group
California
$5.18M -$175K -952 -3%
AW
3105
Avion Wealth
Texas
$5.18M -$11.2K -61 -0.2%
CPL
3106
CAP Partners LLC
Tennessee
$5.17M +$46K +251 +0.9%
FCT
3107
Family Capital Trust
Massachusetts
$5.17M +$34.9K +190 +0.6%
SFFS
3108
Stonehage Fleming Financial Services
Jersey
$5.16M +$1.5M +8,188 +38%
AHIA
3109
Andrew Hill Investment Advisors
Florida
$5.15M -$1.04M -5,687 -16%
MFC
3110
Mechanics Financial Corp
Ohio
$5.15M -$114K -620 -2%
TPW
3111
Turn8 Private Wealth
$5.14M +$451K +2,458 +9%
RWM
3112
Revisor Wealth Management
Ohio
$5.14M +$995K +5,424 +23%
BWM
3113
BlackDiamond Wealth Management
New York
$5.13M -$44.8K -244 -0.8%
HA
3114
Hofer & Associates
California
$5.13M -$15K -82 -0.3%
CNBOF
3115
City National Bank of Florida
Florida
$5.12M +$855K +4,658 +19%
DCM
3116
Davidson Capital Management
Texas
$5.12M +$432K +2,355 +9%
GFPC
3117
Global Financial Private Client
Florida
$5.12M +$663K +3,614 +14%
PAW
3118
Plan A Wealth
Nebraska
$5.11M -$40.9K -223 -0.8%
TCOO
3119
Trust Company of Oklahoma
Oklahoma
$5.11M +$376K +2,051 +8%
LWAM
3120
Legacy Wealth Asset Management
Minnesota
$5.11M +$34.7K +189 +0.6%
CCG
3121
Coastwise Capital Group
California
$5.09M -$393K -2,140 -7%
WAM
3122
WNY Asset Management
New York
$5.09M +$5.3M +28,889 New
MAM
3123
McLaughlin Asset Management
Illinois
$5.09M -$479K -2,609 -8%
RWA
3124
Rooted Wealth Advisors
Illinois
$5.08M +$1.11M +6,073 +32%
RA
3125
RiverPark Advisors
New York
$5.08M -$407K -2,219 -7%
123 124
125
126 127