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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
976
TwinBeech Capital
New York
$573K +$637K +9,811 New
AG
977
AIA Group
Hong Kong
$571K -$1.13M -17,471 -64%
PW
978
Paladin Wealth
Minnesota
$567K -$36.4K -560 -5%
SFG
979
Synergy Financial Group
California
$565K +$2.08K +32 +0.3%
SCM
980
SOL Capital Management
Maryland
$564K +$19.8K +305 +3%
BIG
981
Brooklyn Investment Group
New York
$561K +$94.9K +1,462 +18%
AG
982
AlTi Global
New York
$561K +$624K +9,612 New
TWPM
983
Total Wealth Planning & Management
Florida
$552K +$614K +9,450 New
DWT
984
Dorsey & Whitney Trust
South Dakota
$548K +$3.9K +60 +0.6%
HIP
985
Harrell Investment Partners
Texas
$547K +$12.3K +189 +2%
TPCW
986
TD Private Client Wealth
New York
$542K -$88.4K -1,361 -13%
FWIA
987
Fort Washington Investment Advisors
Ohio
$542K -$599K -9,220 -50%
AB
988
Atlas Brown
Kentucky
$540K +$31.2K +480 +5%
MOS
989
MGO One Seven
Ohio
$538K -$62.9K -969 -10%
GI
990
GAMMA Investing
California
$536K -$262K -4,036 -31%
PG
991
Proffitt & Goodson
Tennessee
$535K +$28.7K +442 +5%
CI
992
Cigna Investments
Connecticut
$534K -$11.5K -177 -2%
YP
993
YANKCOM Partnership
South Dakota
$534K -$25K -385 -4%
RC
994
Roundview Capital
New Jersey
$531K -$138K -2,128 -19%
SWP
995
Strategic Wealth Partners
Ohio
$531K -$1.98M -30,551 -77%
MFS
996
Mirabella Financial Services
United Kingdom
$526K +$585K +9,008 New
PBBUPS
997
PKO BP Bankowy Universal Pension Society
Poland
$525K – – –
HC
998
Hara Capital
Washington
$524K +$339K +5,225 +139%
BTD
999
BankPlus Trust Department
Mississippi
$522K -$231K -3,555 -28%
AWM
1000
Act Wealth Management
Texas
$522K +$581K +8,944 New
38 39
40
41 42