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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
CoreCap Advisors
Michigan
$14.9M +$721K +2,080 +7%
MSFS
702
Main Street Financial Solutions
Pennsylvania
$14.9M -$420K -1,210 -3%
IAIM
703
International Assets Investment Management
Florida
$14.8M +$141K +407 +0.8%
AUB
704
Atlantic Union Bankshares
Virginia
$14.8M -$272K -784 -2%
CIA
705
Capital Investment Advisors
Georgia
$14.7M +$87.8K +253 +0.8%
ZBNA
706
Zions Bancorporation, National Association
Utah
$14.7M +$3.29M +9,483 +40%
CIA
707
Capital Impact Advisors
Massachusetts
$14.6M +$1.93M +5,573 +20%
QI
708
Qtron Investments
Massachusetts
$14.6M -$185K -532 -2%
GWANC
709
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5M +$115K +332 +1%
GI
710
GAMCO Investors
Connecticut
$14.5M +$2.58M +7,446 +30%
TAM
711
Trust Asset Management
Texas
$14.3M – – –
TCM
712
Traynor Capital Management
Pennsylvania
$14.3M +$534K +1,541 +5%
BFA
713
Bragg Financial Advisors
North Carolina
$14.2M +$207K +597 +2%
CWP
714
Capital Wealth Planning
Florida
$14.1M +$8.74M +25,194 +381%
AFP
715
Ausdal Financial Partners
Iowa
$14M +$1.66M +4,784 +18%
1WA
716
180 Wealth Advisors
Washington
$14M -$700K -2,018 -6%
CIAM
717
Caitong International Asset Management
Hong Kong
$14M +$3.37M +9,718 +44%
AA
718
Auxano Advisors
Washington
$14M -$113K -327 -1%
SWM
719
Shepherd Wealth Management
Ohio
$13.9M -$4.37M -12,614 -30%
TCM
720
Twin Capital Management
Pennsylvania
$13.8M -$3.84M -11,084 -26%
ACM
721
Atika Capital Management
New York
$13.8M +$10.8M +31,000 New
PFA
722
Pure Financial Advisors
California
$13.8M +$519K +1,497 +5%
RBI
723
Raiffeisen Bank International
Austria
$13.8M +$3.09M +8,915 +40%
BHWM
724
Beaird Harris Wealth Management
Texas
$13.7M -$113K -326 -1%
DCM
725
Dupont Capital Management
Delaware
$13.7M +$1.45M +4,168 +16%
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