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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1401
MONECO Advisors
Connecticut
$33.7M +$10.3M +49,999 +42%
EQF
1402
Evergreen Quality Fund
Cayman Islands
$33.7M +$31.1M +151,400 +885%
DAM
1403
Deltec Asset Management
New York
$33.7M +$2.33M +11,336 +7%
SWM
1404
Sendero Wealth Management
Texas
$33.7M -$609K -2,960 -2%
TFA
1405
Teamwork Financial Advisors
Texas
$33.6M -$643K -3,127 -2%
IA
1406
IFG Advisory
Georgia
$33.6M +$34M +165,137 +6,100%
CCG
1407
Cypress Capital Group
Florida
$33.6M +$10.4M +50,819 +43%
BOH
1408
Bank of Hawaii
Hawaii
$33.5M -$1.02M -4,985 -3%
HW
1409
Hamilton Wealth
California
$33.5M -$1.07M -5,223 -3%
PG
1410
Patten Group
Tennessee
$33.5M +$880K +4,279 +3%
IWA
1411
Icon Wealth Advisors
Texas
$33.5M +$1.96M +9,554 +6%
PPWP
1412
Premier Path Wealth Partners
New Jersey
$33.4M +$831K +4,044 +2%
GWM
1413
GDS Wealth Management
Texas
$33.4M +$2.3M +11,188 +7%
CCWM
1414
Cassaday & Co Wealth Management
Virginia
$33.4M +$1.33M +6,470 +4%
FWP
1415
FAS Wealth Partners
Kansas
$33.4M +$1.91M +9,302 +6%
AFS
1416
Aft Forsyth & Sober
Florida
$33.3M – – –
IC
1417
Inscription Capital
Texas
$33.3M +$6.18M +30,062 +22%
HVIA
1418
Hudson Valley Investment Advisors
New York
$33.3M -$4.03M -19,594 -11%
JIC
1419
Joel Isaacson & Co
New York
$33.2M +$371K +1,804 +1%
BF
1420
bLong Financial
Tennessee
$33.2M -$19.9K -97 -0.1%
STP
1421
Science & Technology Partners
New York
$33M +$26.8M +130,570 +381%
CCG
1422
Chatham Capital Group
Georgia
$32.9M -$800K -3,892 -2%
AV
1423
Aspiring Ventures
Ohio
$32.7M +$1.81M +8,805 +6%
CIA
1424
Covington Investment Advisors
Pennsylvania
$32.6M +$702K +3,413 +2%
ZF
1425
Zhang Financial
Michigan
$32.6M +$2.52M +12,240 +8%
55 56
57
58 59