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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2701
Curated Wealth Partners
California
$10.4M +$2M +7,683 +23%
OL
2702
OneFund LLC
Florida
$10.4M -$803K -3,085 -7%
GSIAS
2703
Garden State Investment Advisory Services
New Jersey
$10.4M +$9.37K +36 +0.1%
MAC
2704
Mason & Associates (California)
California
$10.4M +$339K +1,301 +3%
BTD
2705
BankPlus Trust Department
Mississippi
$10.4M -$1.22M -4,672 -10%
HCG
2706
Haven Capital Group
California
$10.4M -$11.7K -45 -0.1%
NGM
2707
North Growth Management
British Columbia, Canada
$10.4M +$1.82M +7,000 +21%
VIA
2708
Victrix Investment Advisors
Florida
$10.3M +$324K +1,246 +3%
PHIC
2709
Pine Haven Investment Counsel
Massachusetts
$10.3M -$166K -637 -2%
NSB
2710
Norway Savings Bank
Maine
$10.3M -$167K -641 -2%
CWA
2711
CM Wealth Advisors
Ohio
$10.3M +$31.2K +120 +0.3%
BCP
2712
Blackhawk Capital Partners
Wisconsin
$10.3M +$239K +919 +2%
IWM
2713
Integris Wealth Management
California
$10.3M +$20.6K +79 +0.2%
WAL
2714
W Advisors LLC
Tennessee
$10.3M +$163K +628 +2%
WW
2715
Wright Wealth
Georgia
$10.3M -$332K -1,275 -3%
HAC
2716
Harbor Advisory Corp
New Hampshire
$10.3M -$910K -3,495 -8%
AA
2717
Acorns Advisers
California
$10.3M +$1.01M +3,866 +11%
GAM
2718
Gould Asset Management
California
$10.3M +$105K +405 +1%
CCM
2719
CFO Capital Management
Connecticut
$10.3M -$496K -1,904 -4%
OPW
2720
Oxler Private Wealth
New York
$10.3M +$19.5K +75 +0.2%
GBWM
2721
Granite Bay Wealth Management
New Hampshire
$10.3M +$771K +2,961 +8%
AA
2722
Altrafin AG
$10.3M – – –
AGP
2723
Aspire Growth Partners
Florida
$10.2M -$154K -590 -1%
BSSFA
2724
Baron Silver Stevens Financial Advisors
Florida
$10.2M -$447K -1,717 -4%
JFGLC
2725
Johnson Financial Group LLC (Colorado)
Colorado
$10.2M +$4.44M +17,042 +73%
107 108
109
110 111