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Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
751
Mechanics Bank - Trust Department
California
$482K +$257K +2,130 +96%
RRA
752
Round Rock Advisors
Connecticut
$480K – – –
IA
753
IFP Advisors
Florida
$479K -$4.83K -40 -0.9%
TCM
754
Traynor Capital Management
Pennsylvania
$472K +$3.63K +30 +0.7%
GT
755
Glenview Trust
Kentucky
$471K +$60.4K +500 +13%
EP
756
Eudaimonia Partners
Tennessee
$469K -$149K -1,230 -22%
OA
757
Oxbow Advisors
Texas
$466K +$182K +1,510 +56%
AMM
758
American Money Management
California
$464K -$9.67K -80 -2%
DY
759
Dowling & Yahnke
California
$464K -$1.21K -10 -0.2%
IWM
760
IHT Wealth Management
Illinois
$460K +$2.42K +20 +0.5%
AWS
761
AJ Wealth Strategies
New York
$460K +$123K +1,020 +32%
FAM
762
Fulcrum Asset Management
United Kingdom
$459K – – –
XT
763
XTX Topco
Cayman Islands
$459K +$501K +4,150 New
EWM
764
Evercore Wealth Management
New York
$458K +$242K +2,000 +93%
BWP
765
Baldwin Wealth Partners
Massachusetts
$457K -$1.21K -10 -0.2%
BFS
766
Baskin Financial Services
Ontario, Canada
$456K +$73.7K +610 +17%
WWA
767
WC Walker & Associates
California
$452K – – –
UCMOK
768
United Capital Management of KS
Kansas
$451K +$95.5K +790 +24%
SWA
769
SFMG Wealth Advisors
Texas
$450K +$49.5K +410 +11%
BO
770
BRR OpCo
Ohio
$449K -$14.5K -120 -3%
WWM
771
Western Wealth Management
Colorado
$447K +$204K +1,690 +72%
CWM
772
Circle Wealth Management
New Jersey
$444K +$27.8K +230 +6%
CCM
773
CAAS Capital Management
New York
$443K +$483K +4,000 New
BGDI
774
BW Gestao de Investimentos
Brazil
$443K +$483K +4,000 New
OIM
775
Oder Investment Management
California
$440K -$18.1K -150 -4%
29 30
31
32 33