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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2276
Belmont Capital
California
$561K +$560K +9,093 New
GAM
2277
Gould Asset Management
California
$561K +$25K +406 +5%
AA
2278
Advisory Alpha
Michigan
$560K -$3.94K -64 -0.7%
ECA
2279
Elevated Capital Advisors
Utah
$559K -$16.6K -270 -3%
PPW
2280
Pasadena Private Wealth
California
$559K +$52K +845 +10%
PTP
2281
Platform Technology Partners
New York
$556K +$12.7K +206 +2%
AI
2282
Accredited Investors
Minnesota
$556K +$739 +12 +0.1%
BWP
2283
Balboa Wealth Partners
Arizona
$555K -$17.4K -283 -3%
BSTWA
2284
Blake Schutter Theil Wealth Advisors
Ohio
$554K -$862 -14 -0.2%
WFA
2285
Wade Financial Advisory
California
$554K -$17.4K -283 -3%
PAS
2286
PKS Advisory Services
New York
$550K +$44.8K +727 +8%
APW
2287
Austin Private Wealth
Texas
$550K +$22.7K +368 +4%
LAM
2288
Lewis Asset Management
California
$550K +$57.9K +940 +12%
NPT
2289
National Philanthropic Trust
Pennsylvania
$550K – – –
VCWM
2290
Vista Cima Wealth Management
Arizona
$549K -$28.8K -467 -5%
MFS
2291
Madrona Financial Services
Washington
$549K +$2.77K +45 +0.5%
RCM
2292
RB Capital Management
Nevada
$548K -$14.9K -242 -3%
PA
2293
PharVision Advisers
Florida
$547K +$208K +3,383 +62%
SMWM
2294
Silvia McColl Wealth Management
California
$547K -$6.16K -100 -1%
PWP
2295
Precedent Wealth Partners
Texas
$546K -$1.39M -22,638 -72%
ICP
2296
Interchange Capital Partners
Pennsylvania
$545K -$13.1K -212 -2%
EWM
2297
Edge Wealth Management
New York
$543K – – –
WB
2298
West Bancorporation
Iowa
$543K – – –
FBB
2299
Fulton Breakefield Broenniman
Maryland
$543K -$118K -1,915 -18%
KFA
2300
Krane Funds Advisors
New York
$543K -$90.8K -1,475 -14%
90 91
92
93 94