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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
726
Quadcap Wealth Management
Texas
$1.25M -$55.1K -419 -4%
NIA
727
NIA Impact Advisors
California
$1.25M -$2.1M -15,982 -60%
SC
728
Syon Capital
California
$1.25M +$70.4K +536 +5%
DT
729
Diversified Trust
Tennessee
$1.24M +$18.3K +139 +1%
AWM
730
Axxcess Wealth Management
California
$1.24M -$255K -1,944 -16%
SICM
731
Sustainable Insight Capital Management
New York
$1.22M +$1.35M +10,300 New
AAA
732
American Alpha Advisors
New York
$1.22M +$1.35M +10,300 New
YP
733
YANKCOM Partnership
South Dakota
$1.22M +$3.81K +29 +0.3%
WMP
734
Wealth Management Partners
Arizona
$1.21M +$17.5K +133 +1%
XSC
735
X-Square Capital
Puerto Rico
$1.2M +$31.7K +241 +2%
PL
736
Perpetual Ltd
Australia
$1.2M -$139K -1,060 -9%
TCWM
737
Total Clarity Wealth Management
Illinois
$1.2M +$678K +5,160 +104%
CE
738
Cornerstone Enterprises
Wisconsin
$1.2M +$120K +916 +10%
KIM
739
Kurv Investment Management
California
$1.19M +$560K +4,260 +66%
PC
740
Permanens Capital
New York
$1.19M – – –
PCIA
741
Prime Capital Investment Advisors
Kansas
$1.18M -$680K -5,174 -34%
NFSG
742
Newbridge Financial Services Group
Florida
$1.18M +$61.4K +467 +5%
PGFC
743
Peapack-Gladstone Financial Corp
New Jersey
$1.18M +$8.02K +61 +0.6%
SVWAG
744
Sound View Wealth Advisors Group
Georgia
$1.18M +$197K +1,496 +18%
DG
745
DMC Group
Alabama
$1.17M -$16K -122 -1%
DA
746
Doliver Advisors
Texas
$1.17M +$257K +1,958 +25%
ICP
747
Interchange Capital Partners
Pennsylvania
$1.17M -$39.2K -298 -2%
VA
748
VestGen Advisors
Illinois
$1.17M -$410K -3,120 -21%
FP
749
Fiduciary Planning
Florida
$1.16M +$64.8K +493 +5%
MCM
750
Manchester Capital Management
Vermont
$1.16M -$12.4K -94 -1%
28 29
30
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