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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
976
WealthPlan Investment Management
Nebraska
$7.59M -$2.17M -5,445 -23%
QWM
977
Quadcap Wealth Management
Texas
$7.58M +$184K +463 +3%
WKSWA
978
White Knight Strategic Wealth Advisors
New Jersey
$7.57M +$276K +693 +4%
MIM
979
Marco Investment Management
Georgia
$7.56M -$5.97K -15 -0.1%
SBFM
980
S-Bank Fund Management
Finland
$7.53M -$6.5M -16,339 -48%
KJHP
981
K.J. Harrison & Partners
Ontario, Canada
$7.52M +$2.98M +7,500 +72%
SWM
982
SeaCrest Wealth Management
New York
$7.52M +$920K +2,314 +15%
BFP
983
Beacon Financial Planning
Massachusetts
$7.52M +$19.5K +49 +0.3%
RWM
984
Rockline Wealth Management
New York
$7.51M -$60.5K -152 -0.8%
EMAM
985
Encompass More Asset Management
California
$7.5M -$3.15M -7,912 -31%
EDRH
986
Edmond de Rothschild Holding
Switzerland
$7.49M +$1.99M +4,991 +39%
AWM
987
Abound Wealth Management
Tennessee
$7.49M -$290K -729 -4%
TWM
988
Triton Wealth Management
Arizona
$7.49M +$1.57M +3,938 +26%
QFW
989
QTR Family Wealth
Florida
$7.48M +$410K +1,032 +6%
HGWM
990
Horst & Graben Wealth Management
Oregon
$7.48M +$1.59K +4 +0%
IP
991
Ignite Planners
California
$7.47M +$85.9K +216 +1%
NO
992
Ninety One
South Africa
$7.46M +$226K +568 +3%
NWM
993
Northwest Wealth Management
Iowa
$7.45M +$418K +1,051 +6%
SHGA
994
Sand Hill Global Advisors
California
$7.45M -$195K -491 -3%
SF
995
Symphony Financial
Texas
$7.41M -$9.54K -24 -0.1%
CCS
996
Concentric Capital Strategies
Connecticut
$7.4M +$3.89M +9,780 +125%
BOH
997
Bank of Hawaii
Hawaii
$7.39M +$415K +1,043 +6%
CP
998
Castleview Partners
Texas
$7.31M +$1.66M +4,185 +32%
GWMR
999
GC Wealth Management RIA
Massachusetts
$7.26M -$37M -93,147 -84%
PWMAG
1000
Pinnacle Wealth Management Advisory Group
New Jersey
$7.26M +$598K +1,503 +10%
38 39
40
41 42