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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1651
Jag Capital Management
Missouri
$371K -$77.8K -345 -17%
QFPS
1652
Quantum Financial Planning Services
Washington
$370K – – –
BBWP
1653
Beacon Bridge Wealth Partners
Pennsylvania
$370K +$4.06K +18 +1%
SIC
1654
SJS Investment Consulting
Ohio
$370K +$26.2K +116 +7%
CCC
1655
Chelsea Counsel Company
California
$369K – – –
GWMIA
1656
Global Wealth Management Investment Advisory
Florida
$369K +$6.31K +28 +2%
SPAS
1657
Spectrum Planning & Advisory Services
California
$368K +$14.2K +63 +4%
OC
1658
Oarsman Capital
Wisconsin
$368K +$97.6K +433 +34%
AG
1659
AlTi Global
New York
$368K -$5.24M -23,261 -93%
CA
1660
Crane Advisory
California
$368K -$48.3K -214 -11%
RFW
1661
Rainier Family Wealth
Washington
$366K +$19.8K +88 +5%
WOSD
1662
WFA of San Diego
California
$366K – – –
ACM
1663
Arcataur Capital Management
Wisconsin
$365K +$59.8K +265 +19%
SCM
1664
Saxony Capital Management
Missouri
$364K +$96.5K +428 +34%
GD
1665
Grandfield & Dodd
New York
$364K +$10.8K +48 +3%
TVAMP
1666
Tennessee Valley Asset Management Partners
Tennessee
$363K +$44.6K +198 +13%
KAS
1667
KPP Advisory Services
Kentucky
$363K +$33.8K +150 +10%
MA
1668
MJP Associates
Connecticut
$362K +$47.3K +210 +14%
GCP
1669
GSA Capital Partners
United Kingdom
$361K -$845K -3,747 -69%
PAM
1670
Pacific Asset Management
Washington
$359K +$129K +570 +52%
IP
1671
Investment Partners
Ohio
$358K – – –
JFGIW
1672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$358K +$99.2K +440 +36%
TAFW
1673
Tred Avon Family Wealth
Maryland
$358K +$374K +1,659 New
KCIC
1674
Kuhn & Co Investment Counsel
Illinois
$356K -$902 -4 -0.2%
FNFDCM
1675
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$356K – – –
65 66
67
68 69