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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2501
Curated Wealth Partners
California
$8.74M -$349 -2 -0%
AM
2502
AGF Management
Ontario, Canada
$8.74M -$53.1M -305,019 -87%
LFP
2503
Leeward Financial Partners
Washington
$8.74M +$217K +1,246 +3%
CWM
2504
Curi Wealth Management
North Carolina
$8.74M -$66.6K -382 -0.8%
MCM
2505
Maytus Capital Management
New York
$8.73M +$7.84M +45,000 New
TIM
2506
Thompson Investment Management
Wisconsin
$8.72M -$516K -2,959 -6%
VLC
2507
Van Leeuwen & Company
New Jersey
$8.72M -$160K -917 -2%
PSCM
2508
Per Stirling Capital Management
Texas
$8.71M -$1.67M -9,576 -18%
FCMT
2509
Founders Capital Management (Texas)
Texas
$8.7M -$124K -711 -2%
ECAM
2510
East Coast Asset Management
Massachusetts
$8.7M -$79.1K -454 -1%
GWM
2511
GSB Wealth Management
Connecticut
$8.69M +$275K +1,579 +4%
KIG
2512
Kowal Investment Group
Wisconsin
$8.69M -$228K -1,310 -3%
HZ
2513
Hixon Zuercher
Ohio
$8.69M -$53K -304 -0.7%
MFA
2514
Morling Financial Advisors
California
$8.68M +$767K +4,400 +11%
BWAM
2515
Boyd Watterson Asset Management
Ohio
$8.67M -$162K -930 -2%
CA
2516
CV Advisors
Florida
$8.67M -$230K -1,319 -3%
FDS
2517
Freedom Day Solutions
Texas
$8.67M -$89.9K -516 -1%
OPW
2518
Oxler Private Wealth
New York
$8.67M -$94.8K -544 -1%
RIM
2519
Reliant Investment Management
Tennessee
$8.66M -$71.8K -412 -0.9%
PWM
2520
Palumbo Wealth Management
New York
$8.66M +$229K +1,313 +3%
CIA
2521
Cohen Investment Advisors
New Hampshire
$8.66M -$1.01M -5,809 -12%
TWM
2522
Thrive Wealth Management
Pennsylvania
$8.64M +$269K +1,542 +4%
RWM
2523
RBA Wealth Management
California
$8.62M -$226K -1,298 -3%
CC
2524
Cypress Capital
Tennessee
$8.62M -$645K -3,701 -8%
WCAMG
2525
Woodard & Company Asset Management Group
North Carolina
$8.61M -$141K -809 -2%
99 100
101
102 103