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Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
1726
Baron Silver Stevens Financial Advisors
Florida
$400K +$8.07K +112 +3%
DIP
1727
DT Investment Partners
Pennsylvania
$400K +$21.6K +300 +7%
CCA
1728
Clearwater Capital Advisors
Illinois
$400K +$327K +4,534 New
GD
1729
Grandfield & Dodd
New York
$398K – – –
BWM
1730
Baron Wealth Management
Michigan
$397K -$12.7K -176 -4%
PWM
1731
Power Wealth Management
Georgia
$397K +$325K +4,504 New
CCA
1732
Childress Capital Advisors
Texas
$397K -$11.5K -160 -3%
BFO
1733
Biltmore Family Office
North Carolina
$397K +$11.8K +164 +4%
GWM
1734
Greenline Wealth Management
Florida
$395K -$5.77K -80 -2%
EB
1735
Exchange Bank
California
$395K – – –
WDC
1736
Woodward Diversified Capital
California
$394K +$29.3K +406 +10%
CWM
1737
Circle Wealth Management
New Jersey
$393K – – –
AWAU
1738
Alliance Wealth Advisors (Utah)
Utah
$393K -$47K -652 -13%
GA
1739
Greenspring Advisors
Maryland
$392K +$321K +4,452 New
CFP
1740
Comprehensive Financial Planning
Pennsylvania
$392K +$321K +4,452 New
EL
1741
Essex LLC
Illinois
$392K +$321K +4,452 New
IIM
1742
Ipswich Investment Management
Massachusetts
$391K – – –
WPA
1743
Wealth Preservation Advisors
Tennessee
$391K – – –
LWM
1744
Latko Wealth Management
Illinois
$391K +$7.64K +106 +2%
BWM
1745
BlackDiamond Wealth Management
New York
$391K -$3.75K -52 -1%
3IP
1746
3Chopt Investment Partners
Virginia
$390K +$318K +4,416 New
EWM
1747
Elevatus Welath Management
New York
$389K +$318K +4,414 New
ESC
1748
Eurizon SLJ Capital
$389K – – –
HWM
1749
Howard Wealth Management
Connecticut
$388K -$42.5K -590 -12%
LFM
1750
LGT Fund Management
Liechtenstein
$388K -$230K -3,194 -42%
68 69
70
71 72