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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Abound Wealth Management
Tennessee
$3.44M +$131K +750 +5%
SWM
802
SeaCrest Wealth Management
New York
$3.43M +$377K +2,160 +15%
GC
803
Gratus Capital
Georgia
$3.42M +$71.5K +410 +3%
TCOV
804
Trust Company of Vermont
Vermont
$3.4M -$14.7K -84 -0.5%
SIM
805
Sentry Investment Management
Wisconsin
$3.38M +$6.11K +35 +0.2%
PVI
806
Pine Valley Investments
New Jersey
$3.38M +$3.51M +20,126 New
WPW
807
Waldron Private Wealth
Pennsylvania
$3.38M -$23.7K -136 -0.8%
FFM
808
Forum Financial Management
Illinois
$3.36M +$61.1K +350 +2%
VSQM
809
V-Square Quantitative Management
Illinois
$3.35M +$2.81M +16,124 New
NFSG
810
Newbridge Financial Services Group
Florida
$3.34M -$2.05M -11,774 -42%
WA
811
Wealth Alliance
New York
$3.33M +$143K +822 +5%
NP
812
Nilsine Partners
Colorado
$3.29M +$2.77M +15,875 New
CCM
813
Consolidated Capital Management
California
$3.29M +$1M +5,753 +57%
DC
814
DeDora Capital
California
$3.28M +$65.2K +374 +2%
RIA
815
Realta Investment Advisors
Delaware
$3.28M +$258K +1,479 +10%
AP
816
Adero Partners
California
$3.27M +$25.8K +148 +0.9%
JGC
817
J. Goldman & Co
New York
$3.26M -$4.68M -26,835 -63%
SA
818
Strategic Advisors
New York
$3.25M +$13.8K +79 +0.5%
WKSWA
819
White Knight Strategic Wealth Advisors
New Jersey
$3.25M +$445K +2,553 +19%
IP
820
Ignite Planners
California
$3.24M +$46.4K +266 +2%
IPAM
821
ICICI Prudential Asset Management
India
$3.24M +$592K +3,393 +28%
YC
822
Yarbrough Capital
Tennessee
$3.24M – – –
CPCM
823
Cardinal Point Capital Management
Ontario, Canada
$3.22M – – –
CPWMP
824
Cardinal Point Wealth Management Partners
California
$3.22M – – –
SG
825
StoneX Group
New York
$3.21M +$15.9K +91 +0.6%
31 32
33
34 35