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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1401
Prospera Financial Services
Texas
$2.13M +$96.3K +588 +5%
LD
1402
Lipe & Dalton
New York
$2.12M -$85.8K -524 -4%
EWM
1403
Empirical Wealth Management
Washington
$2.12M +$517K +3,159 +35%
TWM
1404
Tolleson Wealth Management
Texas
$2.12M -$224K -1,370 -10%
OAM
1405
Oak Asset Management
California
$2.12M -$10.2K -62 -0.5%
TA
1406
Tiedemann Advisors
New York
$2.11M -$3.17M -19,380 -61%
WPW
1407
Waldron Private Wealth
Pennsylvania
$2.11M -$137K -838 -6%
WEC
1408
Winslow Evans & Crocker
Massachusetts
$2.11M +$227K +1,388 +13%
AWA
1409
AmeriServ Wealth Advisors
Pennsylvania
$2.09M -$5.57K -34 -0.3%
HFM
1410
Hartford Financial Management
Connecticut
$2.09M +$69.3K +423 +4%
WC
1411
Wexford Capital
Florida
$2.09M +$1.59M +9,716 +418%
TH
1412
TCTC Holdings
Texas
$2.09M – – –
W
1413
WealthStone
Ohio
$2.08M +$1.96M +11,956 New
BAM
1414
Belpointe Asset Management
Nevada
$2.06M -$479K -2,925 -20%
MSFP
1415
Mark Sheptoff Financial Planning
Connecticut
$2.06M +$57.3K +350 +3%
BPCA
1416
Bank Pictet & Cie (Asia)
Singapore
$2.06M +$183K +1,118 +10%
SFG
1417
SevenBridge Financial Group
Pennsylvania
$2.04M +$8.19K +50 +0.4%
WB
1418
WesBanco Bank
West Virginia
$2.04M -$32.3K -197 -2%
FDS
1419
Freedom Day Solutions
Texas
$2.03M +$60.9K +372 +3%
CGL
1420
Clarius Group LLC
Washington
$2.03M +$506K +3,089 +36%
GPA
1421
Garrison Point Advisors
California
$2.02M -$52.4K -320 -3%
BS
1422
Bessemer Securities
New York
$2.01M +$65.5K +400 +4%
WAP
1423
Wealthcare Advisory Partners
Pennsylvania
$2M -$8.35K -51 -0.4%
SCP
1424
Stamos Capital Partners
California
$2M -$1.01M -6,151 -35%
JCM
1425
Jacobi Capital Management
Pennsylvania
$1.99M +$323K +1,972 +21%
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