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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Spire Wealth Management
Virginia
$8.4M -$986K -2,842 -13%
CAAS
902
Capital Asset Advisory Services
Michigan
$8.4M -$360K -1,038 -5%
AAS
903
AdviceOne Advisory Services
Connecticut
$8.39M -$415K -1,196 -6%
CPIG
904
Chicago Partners Investment Group
Illinois
$8.38M +$282K +813 +5%
KFA
905
Krane Funds Advisors
New York
$8.37M +$2.95M +8,510 +80%
PWG
906
Portside Wealth Group
Utah
$8.35M +$535K +1,543 +9%
BCM
907
Bienville Capital Management
New York
$8.28M – – –
MCM
908
McDonough Capital Management
Florida
$8.27M -$91.6K -264 -1%
QWM
909
Quadcap Wealth Management
Texas
$8.27M +$191K +552 +3%
CAS
910
CTC Alternative Strategies
Illinois
$8.27M +$1.72M +4,949 +36%
DC
911
DeDora Capital
California
$8.26M +$48.9K +141 +0.8%
WWM
912
Western Wealth Management
Colorado
$8.25M -$2.93M -8,451 -31%
OCBCO
913
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.24M -$5.74M -16,547 -47%
SHGA
914
Sand Hill Global Advisors
California
$8.24M -$524K -1,511 -8%
MAM
915
Meeder Asset Management
Ohio
$8.22M +$917K +2,645 +17%
NPT
916
National Philanthropic Trust
Pennsylvania
$8.21M +$727K +2,095 +13%
AWM
917
Abound Wealth Management
Tennessee
$8.21M -$301K -867 -4%
VCM
918
Viewpoint Capital Management
Washington
$8.2M -$58.3K -168 -0.9%
CCM
919
Conway Capital Management
California
$8.17M +$945K +2,725 +17%
VCP
920
Verus Capital Partners
Arizona
$8.15M -$297K -857 -4%
MGP
921
M&G plc
United Kingdom
$8.08M +$2.52M +7,266 +67%
EMAM
922
Encompass More Asset Management
California
$8.08M -$2.11M -6,070 -25%
IC
923
Inscription Capital
Texas
$8.08M +$545K +1,571 +9%
BFIC
924
Bedell Frazier Investment Counselling
California
$8.04M +$5.66M +16,326 +935%
ATPW
925
Ashton Thomas Private Wealth
Arizona
$8.02M +$1.29M +3,724 +26%
35 36
37
38 39