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Name Holding Trade Value Shares
Change 		Change in
Stake
SBFM
976
S-Bank Fund Management
Finland
$7.53M -$6.5M -16,339 -48%
KJHP
977
K.J. Harrison & Partners
Ontario, Canada
$7.52M +$2.98M +7,500 +72%
SWM
978
SeaCrest Wealth Management
New York
$7.52M +$920K +2,314 +15%
BFP
979
Beacon Financial Planning
Massachusetts
$7.52M +$19.5K +49 +0.3%
RWM
980
Rockline Wealth Management
New York
$7.51M -$60.5K -152 -0.8%
EMAM
981
Encompass More Asset Management
California
$7.5M -$3.15M -7,912 -31%
EDRH
982
Edmond de Rothschild Holding
Switzerland
$7.49M +$1.99M +4,991 +39%
AWM
983
Abound Wealth Management
Tennessee
$7.49M -$290K -729 -4%
TWM
984
Triton Wealth Management
Arizona
$7.49M +$1.57M +3,938 +26%
QFW
985
QTR Family Wealth
Florida
$7.48M +$410K +1,032 +6%
HGWM
986
Horst & Graben Wealth Management
Oregon
$7.48M +$1.59K +4 +0%
IP
987
Ignite Planners
California
$7.47M +$85.9K +216 +1%
NO
988
Ninety One
South Africa
$7.46M +$226K +568 +3%
NWM
989
Northwest Wealth Management
Iowa
$7.45M +$418K +1,051 +6%
SHGA
990
Sand Hill Global Advisors
California
$7.45M -$195K -491 -3%
SF
991
Symphony Financial
Texas
$7.41M -$9.54K -24 -0.1%
CCS
992
Concentric Capital Strategies
Connecticut
$7.4M +$3.89M +9,780 +125%
BOH
993
Bank of Hawaii
Hawaii
$7.39M +$415K +1,043 +6%
CP
994
Castleview Partners
Texas
$7.31M +$1.66M +4,185 +32%
GWMR
995
GC Wealth Management RIA
Massachusetts
$7.26M -$37M -93,147 -84%
PWMAG
996
Pinnacle Wealth Management Advisory Group
New Jersey
$7.26M +$598K +1,503 +10%
RIA
997
Realta Investment Advisors
Delaware
$7.23M +$39.8K +100 +0.6%
MCIA
998
Mountain Capital Investment Advisors
Colorado
$7.2M -$120K -302 -2%
TCWA
999
Turtle Creek Wealth Advisors
Texas
$7.2M +$316K +794 +5%
CWA
1000
Clarity Wealth Advisors
California
$7.18M +$63.6K +160 +0.9%
38 39
40
41 42