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ASML
ASML

Name Holding Trade Value Shares
Change 		Change in
Stake
AMPWP
1501
Alvarez & Marsal Private Wealth Partners
Florida
$820K +$656K +412 New
SAG
1502
SageView Advisory Group
California
$816K +$131K +82 +25%
TWM
1503
Tradition Wealth Management
Minnesota
$816K +$71.6K +45 +12%
GCM
1504
Greenland Capital Management
New York
$816K +$653K +410 New
VW
1505
Vantus Wealth
Pennsylvania
$814K +$651K +409 New
VVP
1506
Venture Visionary Partners
Ohio
$812K -$27.1K -17 -4%
HFO
1507
Heritage Family Offices
Arizona
$811K -$328K -206 -34%
PEWA
1508
Pacific Excel Wealth Advisors
California
$811K -$90.7K -57 -12%
CT
1509
Caldwell Trust
Florida
$810K +$3.18K +2 +0.5%
EFG
1510
Everhart Financial Group
Ohio
$808K -$50.9K -32 -7%
WCA
1511
Whetstone Capital Advisors
Kansas
$808K +$646K +406 New
KIA
1512
Knollwood Investment Advisory
Maryland
$806K +$47.8K +30 +8%
ZIG
1513
Zuckerman Investment Group
Illinois
$804K – – –
APFP
1514
Action Point Financial Planning
Michigan
$802K +$645K +405 New
SWP
1515
Strategic Wealth Partners
Ohio
$802K -$35K -22 -5%
TFA
1516
Trinity Financial Advisors
Ohio
$802K -$15.9K -10 -2%
KFG
1517
Kelly Financial Group
Connecticut
$800K – – –
IGGA
1518
Iron Gate Global Advisors
Utah
$800K +$6.37K +4 +1%
RP
1519
Riverwater Partners
Wisconsin
$798K +$31.8K +20 +5%
BAM
1520
BOS Asset Management
Illinois
$798K +$38.2K +24 +6%
MCM
1521
Militia Capital Management
Texas
$796K -$274K -172 -30%
GMF
1522
Grace & Mercy Foundation
New York
$796K – – –
SRC
1523
Shufro Rose & Co
New York
$796K – – –
WAM
1524
Wakefield Asset Management
Colorado
$796K – – –
OWP
1525
ORG Wealth Partners
Texas
$794K – – –
59 60
61
62 63