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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
801
TD Private Client Wealth
New York
$371K +$59.9K +410 +20%
AG
802
AlTi Global
New York
$370K +$20.1K +138 +6%
GM
803
GeoWealth Management
Illinois
$370K +$149K +1,020 +69%
HBT
804
Hills Bank & Trust
Iowa
$368K -$13.4K -92 -4%
BDF
805
Black Diamond Financial
Maryland
$366K – – –
HL
806
HeadInvest LLC
Maine
$366K -$2.19K -15 -0.6%
NWAG
807
Net Worth Advisory Group
Utah
$365K +$70.4K +482 +24%
CIAS
808
CFS Investment Advisory Services
New Jersey
$365K -$2.04K -14 -0.6%
CCG
809
Cypress Capital Group
Florida
$363K +$357K +2,448 New
SVWAG
810
Sound View Wealth Advisors Group
Georgia
$363K +$438 +3 +0.1%
FCM
811
Fourpath Capital Management
Oklahoma
$362K – – –
SMWM
812
Silvia McColl Wealth Management
California
$362K – – –
FWA
813
FSM Wealth Advisors
Ohio
$361K +$64.1K +439 +22%
IGGA
814
Iron Gate Global Advisors
Utah
$359K – – –
ICP
815
Impact Capital Partners
Colorado
$357K +$2.92K +20 +0.8%
SAM
816
S.A. Mason
Michigan
$357K +$1.17K +8 +0.3%
HFM
817
Harvest Fund Management
China
$356K +$1.02K +7 +0.3%
FFA
818
First Foundation Advisors
California
$356K -$107K -734 -23%
SSA
819
Sierra Summit Advisors
Nevada
$356K – – –
RMDI
820
R.M. Davis Inc
Maine
$355K -$273K -1,873 -44%
VWM
821
Venturi Wealth Management
Texas
$355K +$22.8K +156 +7%
VT
822
Volterra Technologies
New York
$354K +$349K +2,390 New
IAIM
823
International Assets Investment Management
Florida
$354K +$62.3K +427 +22%
AAP
824
Arax Advisory Partners
Colorado
$353K +$3.65K +25 +1%
EA
825
Everpar Advisors
Oklahoma
$351K +$8.32K +57 +2%
31 32
33
34 35