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Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1901
Red Tortoise LLC
Georgia
$40.5K – – –
1CP
1902
1015 Capital Partners
Pennsylvania
$38.8K +$38.4K +287 New
RWM
1903
RMG Wealth Management
Wisconsin
$38.5K +$31.6K +236 +1,180%
SC
1904
SouthState Corp
Florida
$37K -$8.69K -65 -19%
AIM
1905
Anchor Investment Management
South Carolina
$36.2K – – –
RWM
1906
Rialto Wealth Management
New York
$35.8K -$25.7K -192 -42%
HHMI
1907
Howard Hughes Medical Institute
Maryland
$35.5K +$134 +1 +0.4%
LFASL
1908
Lugano Financial Advisors SA (LFA)
Switzerland
$35.1K – – –
BW
1909
Bravera Wealth
North Dakota
$34.9K +$34.5K +258 New
BBPWM
1910
Blue Bell Private Wealth Management
Pennsylvania
$34.7K +$7.09K +53 +26%
DF
1911
Dunhill Financial
United Kingdom
$34.2K +$1.47K +11 +5%
KG
1912
Kilter Group
New York
$34.1K – – –
LWANC
1913
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.1K +$33.7K +252 New
HWP
1914
Highline Wealth Partners
California
$34.1K +$1.07K +8 +3%
OPTFSNA
1915
Old Point Trust & Financial Services N A
Virginia
$33.5K +$33.2K +248 New
MW
1916
Merited Wealth
Florida
$32.8K +$32.5K +243 New
WG
1917
Wellington Group
Indiana
$32.7K +$32.4K +242 New
CWM
1918
Copia Wealth Management
Oregon
$32.4K – – –
EPIME
1919
Evelyn Partners Investment Management (Europe)
$31.6K +$7.36K +55 +31%
CFM
1920
Cornerstone Financial Management
Massachusetts
$30.5K +$30.2K +226 New
AWM
1921
Abound Wealth Management
Tennessee
$30K +$669 +5 +2%
TC
1922
Truvestments Capital
Florida
$30K +$9.1K +68 +44%
TC
1923
Tacita Capital
Ontario, Canada
$29.9K +$17.5K +131 +146%
IWM
1924
IMG Wealth Management
Florida
$29.2K +$7.22K +54 +33%
ACM
1925
Aster Capital Management
United Arab Emirates
$29.1K -$441K -3,297 -94%
75 76
77
78 79