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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
626
Concourse Financial Group Securities
Alabama
$3.97M -$3.07K -18 -0.1%
FA
627
FDx Advisors
Illinois
$3.96M +$466K +2,730 +19%
DIM
628
Delta Investment Management
California
$3.95M +$2.01M +11,751 +232%
MME
629
Meag Munich Ergo
Germany
$3.95M -$1.47M -8,595 -34%
BCM
630
Bienville Capital Management
New York
$3.94M +$517K +3,027 +22%
GAA
631
Green Alpha Advisors
Colorado
$3.94M +$2.86M +16,737 New
QC
632
QCM Cayman
Texas
$3.93M +$202K +1,185 +8%
BCM
633
Brookstone Capital Management
Illinois
$3.9M +$2.05K +12 +0.1%
RFC
634
Regions Financial Corp
Alabama
$3.89M -$987K -5,784 -26%
BWP
635
Bernardo Wealth Planning
Pennsylvania
$3.88M +$27.6K +162 +1%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$3.87M +$2.81M +16,464 New
KCA
637
Karn Couzens & Associates
Connecticut
$3.87M +$2.81M +16,440 New
AFG
638
Albion Financial Group
Utah
$3.84M +$69.1K +405 +3%
FCBT
639
First Citizens Bank & Trust
North Carolina
$3.81M +$2.76M +16,188 New
FCI
640
Financial Counselors Inc
Kansas
$3.81M -$133K -777 -5%
CAM
641
Centre Asset Management
New York
$3.78M +$2.74M +16,080 New
OAM
642
Oppenheimer Asset Management
New York
$3.77M -$669K -3,921 -20%
WA
643
Wealth Architects
California
$3.77M +$53.8K +315 +2%
QI
644
Qtron Investments
Massachusetts
$3.76M +$391K +2,289 +17%
QCG
645
Quadrant Capital Group
Ohio
$3.74M +$36.9K +216 +1%
AWE
646
Avidian Wealth Enterprises
Texas
$3.71M -$1.76M -10,290 -39%
TPWA
647
TRUE Private Wealth Advisors
Oregon
$3.68M +$196K +1,146 +8%
CWM
648
Concentrum Wealth Management
California
$3.68M +$12.8K +75 +0.5%
CPWM
649
Cardinal Point Wealth Management
California
$3.65M +$2.65M +15,525 New
EPC
650
Emerson Point Capital
New York
$3.62M – – –
24 25
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