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Name Holding Trade Value Shares
Change 		Change in
Stake
DG
1701
Diesslin Group
Texas
$345K +$3.44K +29 +0.9%
OL
1702
OneFund LLC
Florida
$345K -$9.72K -82 -2%
GFA
1703
Gallagher Fiduciary Advisors
Illinois
$344K -$16.8K -142 -4%
BWA
1704
BlueChip Wealth Advisors
Georgia
$344K -$57K -481 -13%
CA
1705
Corecam AG
$344K +$392K +3,311 New
SDAM
1706
Shulman DeMeo Asset Management
New York
$344K -$3.91K -33 -1%
DDC
1707
DF Dent & Co
Maryland
$343K – – –
TPA
1708
Trivium Point Advisory
Connecticut
$342K +$161K +1,357 +70%
NA
1709
Nordwand Advisors
Pennsylvania
$342K +$23.7K +200 +6%
BA
1710
Bridgewater Advisors
New York
$342K +$34K +287 +9%
TAFW
1711
Tred Avon Family Wealth
Maryland
$342K -$119 -1 -0%
NWM
1712
Northwest Wealth Management
Iowa
$341K +$44.4K +375 +13%
ACA
1713
Anchor Capital Advisors
Massachusetts
$341K -$147K -1,241 -27%
BSTWA
1714
Blake Schutter Theil Wealth Advisors
Ohio
$339K -$84.9K -716 -18%
LBC
1715
Leigh Baldwin & Co
New York
$339K -$2.25K -19 -0.6%
PAA
1716
Peregrine Asset Advisers
Oregon
$338K -$44.8K -378 -10%
GPA
1717
Garrison Point Advisors
California
$338K +$356 +3 +0.1%
TLA
1718
Tanglewood Legacy Advisors
Texas
$338K – – –
MWM
1719
Maridea Wealth Management
New York
$337K +$384K +3,243 New
SDWIA
1720
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$337K +$237 +2 +0.1%
CWM
1721
Centurion Wealth Management
Virginia
$336K -$125K -1,058 -25%
APC
1722
Aspire Private Capital
North Carolina
$336K -$5.93K -50 -2%
SWGC
1723
Summit Wealth Group (Colorado)
Colorado
$336K +$52K +439 +16%
VWA
1724
Visionary Wealth Advisors
Illinois
$335K -$34.8K -294 -8%
LT
1725
Legacy Trust
Michigan
$334K -$10.7K -90 -3%
67 68
69
70 71