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Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
801
Forum Financial Management
Illinois
$783K +$3.5K +5 +0.4%
TFIPS
802
Towarzystwo Funduszy Inwestycyjnych PZU SA
$771K +$217K +311 +39%
BOH
803
Bank of Hawaii
Hawaii
$765K +$97.2K +139 +15%
EWA
804
EverSource Wealth Advisors
Alabama
$762K -$17.5K -25 -2%
CAMG
805
CWA Asset Management Group
Florida
$752K -$21K -30 -3%
PWPS
806
Pinnacle Wealth Planning Services
Ohio
$746K -$4.89K -7 -0.7%
GM
807
GeoWealth Management
Illinois
$745K +$272K +389 +57%
FCP
808
Fidelis Capital Partners
Florida
$743K +$51K +73 +7%
KI
809
Keystone Investors
Singapore
$737K +$443K +634 +150%
SIC
810
Samalin Investment Counsel
New York
$726K +$42.7K +61 +6%
IC
811
Inscription Capital
Texas
$725K +$201K +287 +38%
VWM
812
Venturi Wealth Management
Texas
$725K -$531K -760 -42%
SW
813
Simplicity Wealth
New Jersey
$721K -$506K -723 -41%
FCBT
814
First Citizens Bank & Trust
North Carolina
$716K -$35.7K -51 -5%
CP
815
Covenant Partners
Tennessee
$715K – – –
CWM
816
Cordatus Wealth Management
Pennsylvania
$709K +$4.89K +7 +0.7%
IP
817
Intellectus Partners
California
$707K -$2.1K -3 -0.3%
NFG
818
Nations Financial Group
Iowa
$706K +$707K +1,011 New
LP
819
LMR Partners
United Kingdom
$698K -$1.68M -2,403 -71%
CWMG
820
Compass Wealth Management (Georgia)
Georgia
$698K – – –
CI
821
Corient IA
Florida
$698K – – –
CA
822
CV Advisors
Florida
$698K +$699K +1,000 New
TSS
823
Two Sigma Securities
New York
$695K -$838K -1,198 -55%
CCIA
824
Cherry Creek Investment Advisors
Colorado
$686K -$148K -211 -18%
GC
825
Gilbert & Cook
Iowa
$685K +$298K +426 +77%
31 32
33
34 35