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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1026
Caprock Group
Idaho
$1.07M +$48.3K +436 +5%
CA
1027
Clearstead Advisors
Ohio
$1.06M -$679K -6,126 -79%
MWM
1028
Meridian Wealth Management
Kentucky
$1.06M -$60.3K -544 -6%
CWM
1029
Calamos Wealth Management
Illinois
$1.05M -$125K -1,132 -11%
QI
1030
Qtron Investments
Massachusetts
$1.04M +$1.01M +9,113 New
KWMG
1031
King Wealth Management Group
Florida
$1.03M +$126K +1,139 +14%
TCM
1032
Traynor Capital Management
Pennsylvania
$1.03M +$285K +2,575 +40%
AGA
1033
Accuvest Global Advisors
Utah
$1.03M -$310K -2,798 -24%
BWM
1034
Buckley Wealth Management
Nevada
$1.03M -$100K -905 -9%
DA
1035
Doliver Advisors
Texas
$1.03M +$995K +8,979 New
BAM
1036
Belpointe Asset Management
Nevada
$1.03M +$17.8K +161 +2%
DTL
1037
Dynamic Technology Lab
Singapore
$1.02M +$991K +8,942 New
FNBT
1038
FineMark National Bank & Trust
Florida
$1.01M +$1.55K +14 +0.2%
BRWM
1039
B. Riley Wealth Management
Tennessee
$1M +$972K +8,768 New
NSB
1040
Norway Savings Bank
Maine
$993K -$13.9K -125 -1%
EWM
1041
Elmwood Wealth Management
California
$991K -$19.4K -175 -2%
MBT
1042
Montecito Bank & Trust
California
$990K -$65.6K -592 -6%
AL
1043
Aspiriant LLC
California
$981K -$239K -2,156 -20%
PG
1044
Patten Group
Tennessee
$970K -$9.42K -85 -1%
MIM
1045
Moseley Investment Management
Florida
$965K +$70.2K +633 +8%
AAM
1046
Arabesque Asset Management
United Kingdom
$963K +$932K +8,413 New
BPWA
1047
Beacon Pointe Wealth Advisors
California
$960K -$32.7K -295 -3%
AWM
1048
Altium Wealth Management
New York
$960K +$46K +415 +5%
ESB
1049
Essex Savings Bank
Connecticut
$958K +$517K +4,663 +126%
AA
1050
Altman Advisors
Illinois
$958K +$927K +8,366 New
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