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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2226
Ignite Planners
California
$575K +$550K +9,628 New
PPP
2227
Private Portfolio Partners
New Jersey
$573K +$9.2K +161 +2%
CP
2228
Camelot Portfolios
Ohio
$571K +$515K +9,009 New
NW
2229
NewEdge Wealth
Pennsylvania
$570K +$514K +8,989 New
PW
2230
Peninsula Wealth
California
$569K +$513K +8,976 New
MC
2231
Merlin Capital
Rhode Island
$569K +$513K +8,982 New
ATFA
2232
All Terrain Financial Advisors
Minnesota
$566K -$54.9K -961 -10%
WPC
2233
Waters Parkerson & Co
Louisiana
$565K -$10.6K -185 -2%
IFO
2234
Independent Family Office
New York
$565K +$400 +7 +0.1%
AWM
2235
Accurate Wealth Management
Florida
$564K +$19.7K +345 +4%
WCM
2236
Whitener Capital Management
North Carolina
$564K +$55.8K +977 +12%
RCA
2237
Roberts Capital Advisors
Colorado
$564K +$509K +8,908 New
ITIM
2238
Indiana Trust & Investment Management
Indiana
$563K – – –
SP
2239
Successful Portfolios
Florida
$562K -$6.29K -110 -1%
RHBC
2240
R.H. Bluestein & Co
Michigan
$562K -$2K -35 -0.4%
GLLW
2241
Graves Light Lenhart Wealth
Virginia
$562K +$10.6K +186 +2%
UIA
2242
UBP Investment Advisors
Switzerland
$560K +$5.88K +103 +1%
MFS
2243
Madrona Financial Services
Washington
$559K -$2.4K -42 -0.5%
CCM
2244
Carlson Capital Management
Minnesota
$557K +$69.6K +1,219 +16%
GIA
2245
Guyasuta Investment Advisors
Pennsylvania
$556K -$18.6K -325 -4%
MIG
2246
McGuire Investment Group
Rhode Island
$556K +$2.86K +50 +0.6%
SAA
2247
Southeast Asset Advisors
Georgia
$556K +$6.34K +111 +1%
AIA
2248
Angeles Investment Advisors
California
$556K +$100K +1,754 +25%
JFGLC
2249
Johnson Financial Group LLC (Colorado)
Colorado
$555K +$66.6K +1,166 +15%
WF
2250
Wayfinding Financial
Washington
$555K +$581K +10,176 New
88 89
90
91 92