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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
826
Kingsview Wealth Management
Oregon
$1.13M -$119K -1,690 -9%
BAM
827
Belpointe Asset Management
Nevada
$1.13M -$372K -5,271 -24%
ACP
828
Aviance Capital Partners
Florida
$1.12M +$1.18M +16,772 New
MNBTD
829
Moody National Bank Trust Division
Texas
$1.12M +$75.6K +1,072 +7%
VT
830
Vise Technologies
New York
$1.12M -$199K -2,820 -14%
BRWA
831
B. Riley Wealth Advisors
Florida
$1.12M -$99.4K -1,410 -8%
NP
832
Ninepoint Partners
Ontario, Canada
$1.12M – – –
WAS
833
Winch Advisory Services
Wisconsin
$1.11M -$493 -7 -0%
SC
834
Sepio Capital
Utah
$1.11M +$42.9K +608 +4%
PCIA
835
Prime Capital Investment Advisors
Kansas
$1.11M -$58.3K -827 -5%
GWMR
836
GC Wealth Management RIA
Massachusetts
$1.11M +$542K +7,695 +87%
AIC
837
Aurora Investment Counsel
Georgia
$1.1M +$3.38K +48 +0.3%
OFS
838
OneAscent Financial Services
Alabama
$1.1M +$63.6K +902 +6%
KWM
839
Koa Wealth Management
California
$1.09M +$81.3K +1,154 +8%
GRP
840
Global Retirement Partners
California
$1.08M -$9.02K -128 -0.8%
NRS
841
Neville Rodie & Shaw
New York
$1.08M – – –
BWM
842
Buckley Wealth Management
Nevada
$1.07M +$76.5K +1,085 +7%
PA
843
Probity Advisors
Texas
$1.07M +$90.3K +1,281 +9%
MC
844
Machina Capital
France
$1.06M +$1.12M +15,843 New
AGAM
845
Audent Global Asset Management
California
$1.06M -$1.45M -20,508 -57%
OA
846
Oak Associates
Ohio
$1.05M -$10.6K -150 -0.9%
TE
847
Tema ETFs
New York
$1.04M +$1.1M +15,563 New
AWA
848
Alta Wealth Advisors
Massachusetts
$1.04M -$189K -2,687 -15%
MWAM
849
Manhattan West Asset Management
California
$1.04M +$282 +4 +0%
BP
850
Ballentine Partners
Massachusetts
$1.04M -$21K -298 -2%
32 33
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