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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2201
Sunstone Asset Management
New York
$2.21M – – –
BI
2202
Bolthouse Investments
California
$2.2M – – –
TSW
2203
Three Seasons Wealth
Utah
$2.2M -$119K -371 -5%
MW
2204
Marble Wealth
Alabama
$2.2M -$900K -2,800 -28%
AIM
2205
Advyzon Investment Management
Illinois
$2.19M +$161K +500 +7%
RMC
2206
Resources Management Corp
Connecticut
$2.19M – – –
BCM
2207
Barden Capital Management
Texas
$2.19M +$77.8K +242 +3%
DIP
2208
DT Investment Partners
Pennsylvania
$2.19M -$113K -352 -5%
CWP
2209
Core Wealth Partners
California
$2.19M -$2.89K -9 -0.1%
SL
2210
SFM LLC
New Hampshire
$2.18M +$42.4K +132 +2%
TPW
2211
Talon Private Wealth
Florida
$2.18M +$2.32M +7,214 New
PWP
2212
Ponta Wealth Partners
Florida
$2.18M +$77.2K +240 +3%
BOJHT
2213
Bank of Jackson Hole Trust
Wyoming
$2.18M -$1.93K -6 -0.1%
TWM
2214
Topsail Wealth Management
North Carolina
$2.18M +$61.4K +191 +3%
CWA
2215
Crux Wealth Advisors
California
$2.17M +$21.9K +68 +1%
MW
2216
MBL Wealth
North Carolina
$2.17M -$33.8K -105 -1%
SI
2217
Shaker Investments
Ohio
$2.17M -$119K -369 -5%
GDCM
2218
Galaxy Digital Capital Management
New York
$2.17M +$683K +2,124 +42%
AIA
2219
Armor Investment Advisors
North Carolina
$2.17M -$134K -418 -6%
LAS
2220
Lloyd Advisory Services
Georgia
$2.16M +$4.39M +13,661 +11,198%
KFG
2221
Kingdom Financial Group
Arizona
$2.16M +$4.43M +13,777 +229,617%
UIA
2222
Ulland Investment Advisors
Minnesota
$2.16M -$25.4K -79 -1%
HIC
2223
Harvey Investment Company
Kentucky
$2.16M – – –
BMWS
2224
Brady Martz Wealth Solutions
North Dakota
$2.16M +$542K +1,687 +31%
HS
2225
HighVista Strategies
Massachusetts
$2.16M +$273K +850 +14%
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