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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
801
Daymark Wealth Partners
Ohio
$12.5M +$1.66M +3,749 +16%
AC
802
AlphaCore Capital
California
$12.4M -$109K -247 -0.9%
GWM
803
Geneos Wealth Management
Colorado
$12.4M -$247K -557 -2%
BBHC
804
Brown Brothers Harriman & Co
New York
$12.4M +$4.5M +10,145 +58%
TE
805
Tema ETFs
New York
$12.4M -$1.44M -3,252 -11%
GCM
806
Goldstream Capital Management
Hong Kong
$12.4M -$9.31M -20,993 -43%
JSL
807
JT Stratford LLC
Georgia
$12.4M +$13.3K +30 +0.1%
BCM
808
BTC Capital Management
Iowa
$12.3M -$682K -1,538 -5%
OCA
809
OpenArc Corporate Advisory
Georgia
$12.3M +$12.1M +27,271 New
CI
810
Cigna Investments
Connecticut
$12.3M -$143K -322 -1%
SAI
811
Systematic Alpha Investments
New Jersey
$12.2M – – –
RAM
812
Revere Asset Management
Texas
$12.2M -$1.26M -2,851 -9%
FNBOO
813
First National Bank of Omaha
Nebraska
$12.2M +$6.49M +14,649 +118%
DC
814
Defender Capital
North Carolina
$12.2M +$12M +27,132 New
AA
815
Advisory Alpha
Michigan
$12.1M +$847K +1,911 +8%
MIC
816
Means Investment Company
Maine
$11.9M -$24.4K -55 -0.2%
GIM
817
Generate Investment Management
New Zealand
$11.9M +$1.88M +4,234 +19%
IAMH
818
IvyRock Asset Management (HK)
Hong Kong
$11.8M +$11.7M +26,300 New
GFG
819
Genesis Financial Group
New Jersey
$11.8M +$11.6M +26,234 New
GIM
820
Gold Investment Management
Alberta, Canada
$11.8M +$222K +500 +2%
CF
821
Convergence Financial
Missouri
$11.8M -$1.32M -2,988 -10%
SW
822
Simplicity Wealth
New Jersey
$11.7M -$1.23M -2,781 -10%
NFSG
823
Newbridge Financial Services Group
Florida
$11.7M +$883K +1,991 +8%
NG
824
Norden Group
Utah
$11.7M +$1.37M +3,092 +13%
SRC
825
Sage Rhino Capital
California
$11.7M +$15.5K +35 +0.1%
31 32
33
34 35