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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
801
Choreo LLC
Illinois
$4.32M -$169K -847 -5%
TA
802
Tiedemann Advisors
New York
$4.32M -$153K -767 -4%
NP
803
Nilsine Partners
Colorado
$4.28M +$97K +485 +3%
PWPS
804
Pinnacle Wealth Planning Services
Ohio
$4.25M -$138K -689 -4%
RWP
805
Revolve Wealth Partners
New Jersey
$4.24M -$209K -1,043 -6%
SMA
806
Sage Mountain Advisors
Georgia
$4.23M -$99.4K -497 -3%
FFN
807
Focus Financial Network
Minnesota
$4.23M -$353K -1,765 -10%
WKSWA
808
White Knight Strategic Wealth Advisors
New Jersey
$4.22M +$95.8K +479 +3%
SG
809
StoneX Group
New York
$4.22M +$126K +629 +4%
SGA
810
Strategic Global Advisors
California
$4.21M -$219K -1,097 -6%
FAT
811
First American Trust
California
$4.21M -$307K -1,533 -9%
APW
812
Austin Private Wealth
Texas
$4.19M -$121K -606 -4%
SIM
813
Seaview Investment Managers
Florida
$4.18M +$2.42M +12,117 +314%
OIM
814
Oder Investment Management
California
$4.18M -$230K -1,150 -7%
JSL
815
JT Stratford LLC
Georgia
$4.16M +$502K +2,510 +19%
HFS
816
Hantz Financial Services
Michigan
$4.15M +$106K +530 +3%
CMI
817
Clare Market Investments
Texas
$4.13M -$740K -3,700 -19%
CI
818
Conning Inc
Connecticut
$4.11M -$960K -4,803 -23%
SWP
819
Semus Wealth Partners
Florida
$4.11M +$267K +1,334 +9%
AP
820
Adero Partners
California
$4.09M -$25.2K -126 -0.8%
YC
821
Yarbrough Capital
Tennessee
$4.09M – – –
FT
822
Fiduciary Trust
Massachusetts
$4.08M +$2.12M +10,587 +212%
AC
823
Arjuna Capital
North Carolina
$4.07M +$383K +1,917 +14%
LWM
824
Laidlaw Wealth Management
New York
$4.07M +$23.4K +117 +0.8%
AG
825
Ascent Group
Virginia
$4.07M +$2.48M +12,415 +320%
31 32
33
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