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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2601
Centerpoint Advisors
Massachusetts
$10.1M -$354K -1,528 -3%
HWM
2602
Heirloom Wealth Management
Colorado
$10.1M +$365K +1,575 +4%
JWM
2603
Jupiter Wealth Management
Colorado
$10.1M -$2.81M -12,139 -20%
PCA
2604
Purkiss Capital Advisors
Connecticut
$10.1M +$2.33M +10,037 +28%
GGHC
2605
Gilder Gagnon Howe & Co
New York
$10.1M -$246K -1,061 -2%
IPW
2606
Impact Partnership Wealth
Georgia
$10.1M +$200K +865 +2%
CIM
2607
CIM Investment Management
Pennsylvania
$10.1M -$762K -3,288 -7%
SIG
2608
Spinnaker Investment Group
California
$10.1M -$331K -1,428 -3%
FPW
2609
Fairvoy Private Wealth
Alabama
$10.1M -$847K -3,654 -7%
SWIM
2610
Smallwood Wealth Investment Management
New Jersey
$10.1M +$142K +611 +1%
MWM
2611
Meritas Wealth Management
California
$10M -$57.7K -249 -0.5%
EFSCE
2612
Enterprise Financial Services Corp (EFSC)
Missouri
$10M -$204K -881 -2%
FA
2613
Faithward Advisors
Pennsylvania
$10M -$179K -772 -2%
HGWM
2614
Horst & Graben Wealth Management
Oregon
$10M +$561K +2,420 +6%
SA
2615
Sage Advisors
Colorado
$10M +$222K +959 +2%
PWA
2616
Provenance Wealth Advisors
Florida
$10M -$4.53M -19,545 -30%
NME
2617
Notis-McConarty Edward
$10M -$762K -3,290 -7%
KM
2618
KP Management
Minnesota
$10M – – –
EBA
2619
Eagle Bay Advisors
New York
$9.97M -$1.56M -6,727 -13%
PRRFG
2620
Paul R. Ried Financial Group
Washington
$9.97M +$39.2K +169 +0.4%
RFM
2621
Royal Fund Management
Florida
$9.95M +$160K +689 +2%
SAM
2622
Summit Asset Management
Tennessee
$9.95M +$241K +1,041 +2%
PPWM
2623
Paragon Private Wealth Management
Kentucky
$9.95M +$533K +2,300 +5%
CIA
2624
Cohen Investment Advisors
New Hampshire
$9.94M +$1M +4,324 +11%
SCM
2625
Shorepath Capital Management
Utah
$9.93M -$63.5K -274 -0.6%
103 104
105
106 107