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Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
2951
BlueDoor Private Wealth
Massachusetts
$360K +$347K +4,676 New
SIC
2952
Sigma Investment Counselors
Michigan
$360K -$2.75K -37 -0.8%
GC
2953
GatePass Capital
Ohio
$360K +$35.2K +474 +11%
LWP
2954
LeClair Wealth Partners
Ohio
$360K – – –
PWA
2955
Provenance Wealth Advisors
Florida
$360K – – –
DA
2956
Detalus Advisors
Missouri
$359K +$223 +3 +0.1%
SFS
2957
Sharp Financial Services
Pennsylvania
$359K +$74 +1 +0%
WH
2958
Willner & Heller
California
$359K -$1.63K -22 -0.5%
RC
2959
Rovin Capital
Arizona
$358K -$4.08K -55 -1%
JSSH
2960
J. Safra Sarasin Holding
$357K -$3.31M -44,554 -91%
HIG
2961
Heritage Investment Group
Florida
$357K +$38K +512 +12%
RW
2962
Rede Wealth
Virginia
$357K +$344K +4,630 New
TFA
2963
Tobias Financial Advisors
Florida
$356K +$343K +4,619 New
GLLW
2964
Graves Light Lenhart Wealth
Virginia
$356K -$4.08K -55 -1%
HI
2965
Human Investing
Oregon
$356K -$22.7K -306 -6%
CSWG
2966
Cardinal Strategic Wealth Guidance
Kentucky
$355K -$63.5K -856 -16%
CRI
2967
Colonial River Investments
Virginia
$355K +$89.4K +1,205 +35%
SIM
2968
SSI Investment Management
California
$354K – – –
KA
2969
Kozak & Associates
Colorado
$354K -$210K -2,832 -37%
CVM
2970
Cheviot Value Management
California
$354K -$14.8K -200 -4%
AGC
2971
August Group Capital
$352K +$340K +4,577 New
LSA
2972
Lansing Street Advisors
Pennsylvania
$352K +$76.3K +1,028 +29%
OFG
2973
Oxford Financial Group
Indiana
$352K -$10.3K -139 -3%
SPWM
2974
Straight Path Wealth Management
Michigan
$351K -$1.15M -15,439 -77%
REMPR
2975
Roof Eidam Maycock Peralta (REMP)
California
$351K – – –
117 118
119
120 121