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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1701
Cobblestone Capital Advisors
New York
$421K +$17K +118 +4%
JSSH
1702
J. Safra Sarasin Holding
$420K -$7.71M -53,572 -94%
SH
1703
SLT Holdings
Arizona
$417K +$497K +3,453 New
OIA
1704
Optimum Investment Advisors
Illinois
$416K +$50.4K +350 +11%
IWA
1705
Icon Wealth Advisors
Texas
$415K -$94.1K -654 -16%
SIA
1706
SeaBridge Investment Advisors
New Jersey
$415K +$495K +3,439 New
BWM
1707
BlackDiamond Wealth Management
New York
$415K +$90.5K +629 +22%
AW
1708
Alteri Wealth
California
$415K +$494K +3,432 New
TWA
1709
TCI Wealth Advisors
Arizona
$413K -$55K -382 -10%
MWM
1710
Merriman Wealth Management
Washington
$412K +$491K +3,409 New
TBA
1711
Tower Bridge Advisors
Pennsylvania
$411K -$50.4K -350 -9%
ACM
1712
Alamar Capital Management
California
$411K – – –
CCG
1713
Coastwise Capital Group
California
$410K +$112K +780 +30%
CCB
1714
Cutter & Co Brokerage
Missouri
$410K +$81.3K +565 +20%
CFO
1715
CVA Family Office
Colorado
$407K -$713K -4,957 -60%
CA
1716
Cannon Advisors
North Carolina
$404K -$39K -271 -7%
SWM
1717
SilverOak Wealth Management
Minnesota
$404K +$51.8K +360 +12%
FWM
1718
FFT Wealth Management
Pennsylvania
$403K -$87.8K -610 -15%
FBFS
1719
First Business Financial Services
Wisconsin
$402K – – –
PCA
1720
Pallas Capital Advisors
Massachusetts
$402K -$73K -507 -13%
HWP
1721
Heritage Wealth Partners
Ohio
$402K -$5.75K -40 -1%
PFG
1722
Putney Financial Group
California
$402K +$478K +3,325 New
NWM
1723
Northwest Wealth Management
Iowa
$402K +$10.5K +73 +2%
PDL
1724
Portfolio Design Labs
California
$401K +$197K +1,372 +71%
FHA
1725
First Horizon Advisors
Tennessee
$400K -$35.1K -244 -7%
67 68
69
70 71