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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1701
Bogart Wealth LLC
Virginia
$475K +$25.9K +238 +8%
BWM
1702
BlackDiamond Wealth Management
New York
$474K +$11.9K +109 +3%
AWM
1703
Aprio Wealth Management
Georgia
$472K +$12.1K +111 +3%
PCP
1704
Perbak Capital Partners
United Kingdom
$471K +$17K +156 +5%
RWA
1705
Rooted Wealth Advisors
Illinois
$471K +$40.5K +372 +13%
NA
1706
Nautilus Advisors
California
$471K +$544 +5 +0.2%
SGAM
1707
Smith Group Asset Management
Texas
$470K – – –
SFG
1708
Synergy Financial Group
California
$470K +$6.97K +64 +2%
TW
1709
Traveka Wealth
California
$469K +$37.6K +345 +12%
CWA
1710
Consilium Wealth Advisory
Texas
$468K +$359K +3,301 New
HWA
1711
HCR Wealth Advisors
California
$468K -$5.44K -50 -1%
TFIPS
1712
Towarzystwo Funduszy Inwestycyjnych PZU SA
$467K +$55.5K +510 +18%
GSIS
1713
Global Strategic Investment Solutions
Arizona
$466K +$357K +3,281 New
KIC
1714
Kensington Investment Counsel
California
$464K +$3.16K +29 +0.9%
CAM
1715
Creekmur Asset Management
Illinois
$462K +$76.5K +703 +28%
FFS
1716
Fischer Financial Services
Pennsylvania
$461K – – –
CWP
1717
Cyndeo Wealth Partners
Florida
$461K -$2.37M -21,779 -87%
SCM
1718
Saxony Capital Management
Missouri
$459K -$3.81K -35 -1%
CA
1719
Claro Advisors
Massachusetts
$459K -$352K -3,236 -50%
SIA
1720
SeaBridge Investment Advisors
New Jersey
$459K -$22.3K -205 -6%
CCG
1721
Coastwise Capital Group
California
$457K -$24.5K -225 -7%
AWM
1722
AllSquare Wealth Management
New York
$457K – – –
WP
1723
WealthShield Partners
North Carolina
$456K +$11.1K +102 +3%
MS
1724
Maven Securities
Jersey
$456K -$3.46M -31,818 -91%
ZBNA
1725
Zions Bancorporation, National Association
Utah
$454K -$38.4K -353 -10%
67 68
69
70 71