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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1901
Navalign LLC
California
$3.72M +$40.5K +119 +1%
SSA
1902
SSA Swiss Advisors
$3.72M -$50.4K -148 -1%
MMG
1903
Monetary Management Group
Missouri
$3.71M -$104K -305 -3%
ISFAN
1904
Investor's Fiduciary Advisor Network
Washington
$3.7M +$117K +344 +3%
CG
1905
Carmignac Gestion
France
$3.7M – – –
SPWG
1906
Syntegra Private Wealth Group
Missouri
$3.7M +$51.4K +151 +1%
UWS
1907
Unique Wealth Strategies
Illinois
$3.69M +$445K +1,306 +14%
SPFA
1908
Summit Place Financial Advisors
New Jersey
$3.69M +$11.9K +35 +0.3%
CP
1909
Cornerstone Planning
North Carolina
$3.69M +$3.64M +10,682 New
PWMG
1910
Prestige Wealth Management Group
New Jersey
$3.69M -$4.09K -12 -0.1%
AO
1911
Advisor OS
Illinois
$3.69M +$254K +745 +8%
LPCM
1912
Lynwood Price Capital Management
Texas
$3.68M -$1.19M -3,500 -25%
BTD
1913
BankPlus Trust Department
Mississippi
$3.68M +$21.1K +62 +0.6%
CB
1914
CNB Bank
Pennsylvania
$3.67M +$121K +354 +4%
CRWM
1915
Castle Rock Wealth Management
California
$3.66M +$96.4K +283 +3%
MFGM
1916
Marshall Financial Group (Maryland)
Maryland
$3.65M -$69.5K -204 -2%
WSCM
1917
Wellington Shields Capital Management
New York
$3.65M +$51.1K +150 +1%
RCA
1918
Riverview Capital Advisers
Massachusetts
$3.65M -$412K -1,210 -10%
WA
1919
Wealth Alliance
New York
$3.64M -$251K -737 -7%
CAM
1920
Clark Asset Management
New Hampshire
$3.64M -$682K -2,003 -16%
HCM
1921
Hall Capital Management
Rhode Island
$3.63M +$38.8K +114 +1%
TBT
1922
Texas Bank & Trust
Texas
$3.63M -$101K -297 -3%
RF
1923
Roxbury Financial
New Jersey
$3.62M -$29K -85 -0.8%
PPWM
1924
Paragon Private Wealth Management
Kentucky
$3.62M -$33.4K -98 -0.9%
TP
1925
TenCore Partners
New York
$3.61M -$375K -1,100 -10%
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