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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
551
CAZ Investments
Texas
$39K – – –
FP
552
Financial Perspectives
Minnesota
$37.1K – – –
SWM
553
Spire Wealth Management
Virginia
$36.7K -$71.6K -926 -66%
SC
554
SouthState Corp
Florida
$33.7K +$7.42K +96 +29%
MCM
555
MAI Capital Management
Ohio
$33.6K -$178K -2,305 -84%
W
556
WealthCollab
Washington
$33K +$1.16K +15 +4%
CLOS
557
Compagnie Lombard Odier SCmA
Switzerland
$31.2K – – –
FIA
558
FNY Investment Advisers
New York
$31K +$30.9K +400 New
DWS
559
Dynamic Wealth Strategies
California
$29.6K -$2.63K -34 -8%
RBI
560
Raiffeisen Bank International
Austria
$28.2K – – –
GRP
561
Global Retirement Partners
California
$28K +$27.8K +359 New
RFG
562
REAP Financial Group
Texas
$27.7K +$17.7K +229 +182%
MYIA
563
Mount Yale Investment Advisors
Colorado
$26.8K +$26.6K +344 New
TCOV
564
Trust Company of Vermont
Vermont
$23.6K -$773 -10 -3%
PP
565
PFS Partners
New Jersey
$23.4K -$9.66K -125 -29%
HWA
566
Heritage Wealth Advisors
Virginia
$23.4K – – –
TLCM
567
Twin Lakes Capital Management
California
$23.2K – – –
FHA
568
First Horizon Advisors
Tennessee
$22.8K +$2.01K +26 +10%
CWM
569
CarsonAllaria Wealth Management
Illinois
$21.4K -$7.73K -100 -27%
RC
570
Rexford Capital
Texas
$20.8K +$20.6K +267 New
BAM
571
Bellevue Asset Management
Washington
$20.3K – – –
TWC
572
TD Waterhouse Canada
Ontario, Canada
$19.8K -$15.3K -198 -44%
RCM
573
Raleigh Capital Management
North Carolina
$19.7K -$1K -13 -5%
GXJ
574
Global X Japan
Japan
$19.2K -$8.5K -110 -31%
HWM
575
Hemington Wealth Management
Virginia
$19K +$7.5K +97 +66%
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23
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