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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1401
Atomi Financial Group
New York
$1.02M +$854K +4,893 New
FCM
1402
Fortis Capital Management
Washington
$1.01M -$8.9K -51 -1%
MWP
1403
Madison Wealth Partners
Wisconsin
$1.01M +$208K +1,192 +32%
WPC
1404
Waters Parkerson & Co
Louisiana
$1.01M – – –
GCM
1405
Greenland Capital Management
New York
$1.01M +$846K +4,847 New
AIA
1406
AIMZ Investment Advisors
California
$1M – – –
JSW
1407
Journey Strategic Wealth
New Jersey
$1M +$430K +2,464 +104%
ZIMP
1408
Zimmermann Investment Management & Planning
Pennsylvania
$1M +$85.8K +492 +11%
PWA
1409
Physician Wealth Advisors
Utah
$999K – – –
CANY
1410
Caxton Associates (New York)
New York
$997K +$838K +4,806 New
QCIG
1411
Quad-Cities Investment Group
Iowa
$996K -$4.36K -25 -0.5%
WWP
1412
WR Wealth Planners
Missouri
$996K +$823K +4,715 +5,420%
MCM
1413
Maytus Capital Management
New York
$996K +$837K +4,800 New
MSWM
1414
McGlone Suttner Wealth Management
Wisconsin
$992K +$37K +212 +5%
TBA
1415
Tower Bridge Advisors
Pennsylvania
$991K – – –
IW
1416
Imprint Wealth
South Carolina
$990K +$903K +5,175 New
GFA
1417
Gallagher Fiduciary Advisors
Illinois
$988K +$831K +4,763 New
TIM
1418
Tortoise Investment Management
New York
$988K +$25.6K +147 +3%
PCM
1419
Presidio Capital Management
California
$986K -$18.5K -106 -2%
MCM
1420
MV Capital Management
Maryland
$986K +$80.9K +464 +11%
MHC
1421
Meyer Handelman Company
New York
$985K +$541K +3,100 +188%
SWM
1422
Segment Wealth Management
Texas
$983K +$827K +4,740 New
HCA
1423
Harbor Capital Advisors
Illinois
$983K -$874K -5,011 -51%
EWA
1424
Evolution Wealth Advisors
Florida
$981K +$248K +1,424 +43%
RVPG
1425
Relative Value Partners Group
$980K +$824K +4,725 New
55 56
57
58 59