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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2126
Gibbs Wealth Management
Georgia
$2.06M +$2.04M +7,374 New
AA
2127
Altman Advisors
Illinois
$2.05M -$277K -1,005 -12%
JIC
2128
Joel Isaacson & Co
New York
$2.05M +$108K +390 +6%
PFWA
2129
Paces Ferry Wealth Advisors
Georgia
$2.05M -$46.1K -167 -2%
XT
2130
XTX Topco
Cayman Islands
$2.04M +$2.02M +7,316 New
OBWG
2131
Onyx Bridge Wealth Group
New York
$2.04M -$17.4K -63 -0.8%
WAAG
2132
Wealth Alliance Advisory Group
Kansas
$2.04M +$96.1K +348 +5%
MA
2133
MONECO Advisors
Connecticut
$2.03M +$95.8K +347 +5%
SG
2134
StoneX Group
New York
$2.03M -$34.2K -124 -2%
CIG
2135
Cascade Investment Group
Colorado
$2.03M -$38.4K -139 -2%
OWMIAS
2136
One Wealth Management Investment & Advisory Services
Florida
$2.03M +$240K +868 +14%
DIM
2137
Delta Investment Management
California
$2.03M -$37.5K -136 -2%
HFA
2138
Harbert Fund Advisors
Alabama
$2.02M +$621K +2,250 +45%
ADIM
2139
Alpha DNA Investment Management
Maryland
$2.02M +$958K +3,469 +92%
PW
2140
Peninsula Wealth
California
$2.02M -$18.2K -66 -0.9%
PBC
2141
Pavion Blue Capital
California
$2.02M -$4.69K -17 -0.2%
QC
2142
Quent Capital
New York
$2.02M +$111K +403 +6%
LWM
2143
Lodestone Wealth Management
Washington
$2.02M +$4.14K +15 +0.2%
CASB
2144
Cape Ann Savings Bank
Massachusetts
$2.01M -$44.7K -162 -2%
SFWC
2145
Strategic Family Wealth Counselors
New Jersey
$2.01M – – –
AA
2146
Argent Advisors
Louisiana
$2.01M -$24.3K -88 -1%
AT
2147
Arden Trust
Delaware
$2M -$59.1K -214 -3%
LWA
2148
Lineweaver Wealth Advisors
Ohio
$2M +$29K +105 +1%
HHAA
2149
Henry H. Armstrong Associates
Pennsylvania
$1.99M +$1.97M +7,142 New
SSW
2150
Stone Summit Wealth
Florida
$1.99M +$17.9K +65 +0.9%
84 85
86
87 88