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Name Holding Trade Value Shares
Change
Change in
Stake
GOCP
5126
Great Oak Capital Partners
Massachusetts
$431K -$40.3K -178 -8%
UAM
5127
Unison Asset Management
Florida
$428K
HAFS
5128
Hapanowicz & Associates Financial Services
Pennsylvania
$427K
RWS
5129
Retirement Wealth Solutions
Wisconsin
$427K -$15.8K -70 -3%
CG
5130
Curat Global
New Hampshire
$426K
JFGLC
5131
Johnson Financial Group LLC (Colorado)
Colorado
$426K -$36.9K -163 -8%
TFO
5132
Timonier Family Office
North Carolina
$425K
TPW
5133
TL Private Wealth
Texas
$425K
SC
5134
Soundwatch Capital
Connecticut
$424K -$214M -943,597 -100%
A
5135
AlphaQuest
New York
$424K +$437K +1,932 New
NFA
5136
Northwest Financial Advisors
Virginia
$422K -$18.1K -80 -4%
LA
5137
Lakeside Advisors
Washington
$422K
JCM
5138
J2 Capital Management
Michigan
$421K -$952K -4,204 -69%
JFG
5139
JMG Financial Group
Illinois
$420K -$50.9K -225 -11%
IDBONY
5140
Israel Discount Bank of New York
New York
$420K -$12.2K -54 -3%
PS
5141
Planned Solutions
California
$420K +$121K +536 +39%
FHB
5142
First Hawaiian Bank
Hawaii
$419K -$905 -4 -0.2%
IFPL
5143
Investments & Financial Planning LLC
Kentucky
$419K
TDWM
5144
Topel & Distasi Wealth Management
California
$419K +$432K +1,909 New
FF
5145
Friday Financial
Iowa
$419K +$40.7K +180 +10%
CWR
5146
Chico Wealth RIA
California
$416K
BWM
5147
BKM Wealth Management
Wisconsin
$416K +$11.8K +52 +3%
MSA
5148
Marathon Strategic Advisors
Pennsylvania
$414K -$4.53K -20 -1%
BSTWA
5149
Blake Schutter Theil Wealth Advisors
Ohio
$413K -$19.5K -86 -4%
FWM
5150
Forza Wealth Management
Florida
$413K -$170K -750 -29%