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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1101
NWF Advisory Services
California
$11.6M +$1.1M +3,664 +11%
BSC
1102
Brown Shipley & Co
United Kingdom
$11.6M -$493K -1,639 -4%
JPWM
1103
Jamison Private Wealth Management
Georgia
$11.6M -$31.9K -106 -0.3%
MG
1104
Mather Group
Illinois
$11.5M -$559K -1,858 -5%
KAS
1105
Kemnay Advisory Services
New York
$11.5M -$3.69M -12,258 -25%
IEFM
1106
IQ EQ Fund Management
Ireland
$11.5M -$628K -2,087 -5%
WAP
1107
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$116K +386 +1%
LC
1108
Lakehouse Capital
Australia
$11.5M – – –
NIM
1109
Nicollet Investment Management
Minnesota
$11.5M -$177K -587 -2%
CCWM
1110
Cassaday & Co Wealth Management
Virginia
$11.4M +$25.9K +86 +0.2%
FFA
1111
Farther Finance Advisors
California
$11.4M -$34.6K -115 -0.3%
BAM
1112
Bell Asset Management
Australia
$11.4M -$1.39M -4,611 -11%
CK
1113
Cohen Klingenstein
New York
$11.4M -$3.85M -12,800 -26%
WWM
1114
Western Wealth Management
Colorado
$11.4M +$21K +70 +0.2%
WWA
1115
WCG Wealth Advisors
Nevada
$11.4M +$296K +986 +3%
BBA
1116
Baader Bank Aktiengesellschaft
Germany
$11.3M +$282K +939 +3%
NG
1117
NWK Group
California
$11.3M +$108K +360 +1%
RDWM
1118
Red Door Wealth Management
Tennessee
$11.3M +$706K +2,347 +7%
NRG
1119
Nemes Rush Group
Michigan
$11.3M +$885K +2,942 +9%
M
1120
MOTCO
Texas
$11.2M -$91.4K -304 -0.8%
MA
1121
Mezzasalma Advisors
New Jersey
$11.2M +$288K +957 +3%
PWG
1122
Portside Wealth Group
Utah
$11.2M -$163K -542 -2%
BPC
1123
Bearing Point Capital
Minnesota
$11.1M +$10.6M +35,276 New
CCFCSB
1124
Cape Cod Five Cents Savings Bank
Massachusetts
$11.1M – – –
WFG
1125
Wormser Freres Gestion
France
$11.1M -$124K -412 -1%
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