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Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
851
Blue Rock Wealth Management
North Carolina
$813K – – –
KA
852
Kercheville Advisors
Texas
$813K -$67K -510 -7%
MCM
853
Moore Capital Management
New York
$810K -$299K -2,276 -25%
JSAM
854
J. Safra Asset Management
New York
$805K +$828K +6,301 +1,307%
SWM
855
Salvus Wealth Management
New Jersey
$804K +$172K +1,312 +24%
AC
856
AlphaCore Capital
California
$803K -$444K -3,378 -33%
LWA
857
Lantern Wealth Advisors
New York
$801K +$32.8K +250 +4%
WWM
858
Western Wealth Management
Colorado
$800K +$432K +3,284 +95%
EPIM
859
Evelyn Partners Investment Management
$799K -$1.21M -9,200 -58%
WJA
860
Willis Johnson & Associates
Texas
$796K +$60.8K +463 +7%
NFG
861
Nadler Financial Group
Illinois
$793K – – –
CCFM
862
Clear Creek Financial Management
Washington
$792K +$4.21K +32 +0.5%
MAM
863
MWA Asset Management
Massachusetts
$790K -$250K -1,904 -22%
LWAM
864
Legacy Wealth Asset Management
Minnesota
$790K -$4.21K -32 -0.5%
TCM
865
Traynor Capital Management
Pennsylvania
$790K -$109K -832 -11%
BFO
866
Boston Family Office
Massachusetts
$786K +$34.7K +264 +4%
1WA
867
180 Wealth Advisors
Washington
$783K +$87.8K +668 +11%
BC
868
Bridgefront Capital
Texas
$783K +$469K +3,568 +118%
ZF
869
Zhang Financial
Michigan
$779K -$63.5K -483 -7%
HP
870
Havemeyer Place
Connecticut
$777K +$861K +6,549 New
CI
871
Corient IA
Florida
$776K -$102K -780 -11%
RWM
872
Rialto Wealth Management
New York
$776K – – –
EWA
873
EverSource Wealth Advisors
Alabama
$775K +$120K +917 +16%
SFA
874
Souders Financial Advisors
Ohio
$772K -$61.2K -466 -7%
TCBWMS
875
Texas Capital Bank Wealth Management Services
Texas
$769K +$59.9K +456 +8%
33 34
35
36 37