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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1201
Northwest Wealth Management
Iowa
$3.34M +$32.5K +108 +1%
CI
1202
Cavalier Investments
Georgia
$3.34M +$3.17M +10,513 New
AWM
1203
Angeles Wealth Management
California
$3.34M +$409K +1,358 +15%
CWG
1204
Cornerstone Wealth Group
North Carolina
$3.33M +$460K +1,526 +17%
RIL
1205
Rothschild Investment LLC
Illinois
$3.32M +$28.6K +95 +0.9%
NHT
1206
New Hampshire Trust
New Hampshire
$3.32M +$25K +83 +0.8%
LIM
1207
Leavell Investment Management
Alabama
$3.32M +$324K +1,075 +11%
AHC
1208
Adell Harriman & Carpenter
Texas
$3.3M +$361K +1,197 +13%
SMF
1209
Scott Marsh Financial
Utah
$3.3M +$3.13M +10,382 New
GFP
1210
Gryphon Financial Partners
Ohio
$3.3M +$215K +712 +7%
CIAS
1211
Capital Investment Advisory Services
North Carolina
$3.28M +$580K +1,924 +23%
BOSSRA
1212
B.O.S.S. Retirement Advisors
Utah
$3.28M +$348K +1,156 +13%
TSWM
1213
Tyler-Stone Wealth Management
Ohio
$3.26M -$91.3K -303 -3%
VW
1214
Vance Wealth
California
$3.26M +$112K +372 +4%
BPCE
1215
Bank Pictet & Cie (Europe)
Germany
$3.23M -$566K -1,878 -16%
MMCM
1216
Murphy & Mullick Capital Management
New York
$3.23M +$142K +471 +5%
FFB
1217
First Financial Bankshares
Texas
$3.22M +$515K +1,710 +20%
BCPWM
1218
Bradley & Co Private Wealth Management
Florida
$3.21M – – –
PA
1219
Procyon Advisors
Connecticut
$3.21M -$16.8M -55,877 -85%
FFWA
1220
FRG Family Wealth Advisors
Washington
$3.2M +$1.57M +5,198 +106%
IWA
1221
IBEX Wealth Advisors
New Jersey
$3.2M +$534K +1,773 +21%
WBC
1222
West Branch Capital
Massachusetts
$3.19M +$353K +1,171 +13%
VPW
1223
Variant Private Wealth
Virginia
$3.17M +$1.21K +4 +0%
PPW
1224
Pasadena Private Wealth
California
$3.17M -$28K -93 -0.9%
MIC
1225
Maxi Investments CY
Cyprus
$3.16M +$3M +9,955 New
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