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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1101
KCM Investment Advisors
California
$5.28M +$103K +250 +2%
GA
1102
GoalVest Advisory
New York
$5.27M +$56K +136 +1%
OPWM
1103
Oxinas Partners Wealth Management
Indiana
$5.27M +$283K +686 +5%
GC
1104
Garde Capital
Washington
$5.26M +$19.8K +48 +0.3%
ATS
1105
Ashton Thomas Securities
New York
$5.26M +$529K +1,283 +10%
BTI
1106
Blue Trust Inc
Georgia
$5.25M -$98.5K -239 -2%
LWM
1107
Liberty Wealth Management
California
$5.24M -$313K -760 -5%
7WCP
1108
71 West Capital Partners
Massachusetts
$5.24M +$792K +1,923 +16%
LWP
1109
LMG Wealth Partners
Louisiana
$5.23M +$516K +1,253 +10%
TWP
1110
Triad Wealth Partners
Kansas
$5.23M +$1.86M +4,511 +36%
MFIM
1111
Mesirow Financial Investment Management
Illinois
$5.21M +$2.55M +6,196 +79%
CCM
1112
Capstone Capital Management
$5.21M +$5.51M +13,376 +2,113%
HAS
1113
HBW Advisory Services
California
$5.2M -$94.3K -229 -2%
SWP
1114
Semus Wealth Partners
Florida
$5.16M +$674K +1,636 +13%
TF
1115
Trek Financial
Arizona
$5.16M -$4.38M -10,626 -43%
HWM
1116
Hohimer Wealth Management
Washington
$5.15M +$444K +1,078 +8%
RSWM
1117
Robertson Stephens Wealth Management
California
$5.13M +$437K +1,060 +8%
SP
1118
SmartHarvest Portfolios
Washington
$5.12M -$1.21M -2,942 -18%
JSAM
1119
J. Safra Asset Management
New York
$5.11M -$2.52M -6,114 -31%
DWM
1120
Dakota Wealth Management
Florida
$5.09M -$114K -277 -2%
FCM
1121
Fire Capital Management
California
$5.08M +$70.4K +171 +1%
PWP
1122
Perfromance Wealth Partners
Illinois
$5.08M +$64.3K +156 +1%
GCA
1123
Gradient Capital Advisors
California
$5.06M -$671K -1,629 -11%
IAMH
1124
IvyRock Asset Management (HK)
Hong Kong
$5.06M -$5.23M -12,700 -48%
CA
1125
Crewe Advisors
Utah
$5.05M -$10.6M -25,735 -65%
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