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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
776
Dakota Wealth Management
Florida
$3.95M -$42.7K -1,082 -1%
WAM
777
Weatherly Asset Management
California
$3.94M -$151K -3,818 -4%
SWIG
778
Strategic Wealth Investment Group
Kentucky
$3.94M +$629K +15,961 +19%
ECM
779
ExodusPoint Capital Management
New York
$3.94M +$3.99M +101,293 New
GT
780
Greenleaf Trust
Michigan
$3.93M +$357K +9,048 +10%
PWP
781
Private Wealth Partners
California
$3.93M +$159K +4,032 +4%
B
782
Bailard
California
$3.93M +$45.2K +1,145 +1%
AWS
783
Arkfeld Wealth Strategies
Nebraska
$3.91M +$48.6K +1,232 +1%
HI
784
Harbour Investments
Wisconsin
$3.9M +$276K +6,998 +7%
AIP
785
Ameritas Investment Partners
Nebraska
$3.89M -$51.9K -1,315 -1%
BWG
786
Beta Wealth Group
California
$3.89M +$974K +24,705 +33%
PWP
787
Principle Wealth Partners
Connecticut
$3.88M +$599K +15,178 +18%
PA
788
Perennial Advisors
New York
$3.86M +$63.5K +1,611 +2%
AAM
789
AR Asset Management
California
$3.83M +$2.86M +72,500 +278%
CAM
790
Cresset Asset Management
Illinois
$3.83M -$1.72M -43,525 -31%
GFA
791
Gifford Fong Associates
California
$3.82M – – –
WFG
792
Wills Financial Group
Virginia
$3.81M -$106K -2,692 -3%
SIG
793
Sky Investment Group
Connecticut
$3.8M +$76.3K +1,935 +2%
HKIM
794
Hayek Kallen Investment Management
Alabama
$3.79M -$147K -3,721 -4%
BOCM
795
Bontempo Ohly Capital Management
Maryland
$3.79M +$850K +21,547 +28%
FSA
796
Fort Sheridan Advisors
Illinois
$3.77M +$1.26M +32,039 +49%
AWM
797
Axxcess Wealth Management
California
$3.76M +$243K +6,153 +7%
WKWM
798
Walter & Keenan Wealth Management
Indiana
$3.76M -$58.1K -1,472 -2%
WSTAM
799
Wilbanks Smith & Thomas Asset Management
Virginia
$3.76M +$415K +10,524 +12%
MOS
800
MGO One Seven
Ohio
$3.75M +$1.67M +42,295 +78%
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