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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
2426
Breakwater Capital Group
New Jersey
$361K -$28.8K -593 -8%
SMH
2427
Sanders Morris Harris
Texas
$361K – – –
EW
2428
Elyxium Wealth
California
$360K +$329K +6,757 New
MF
2429
Montis Financial
Massachusetts
$360K +$65.9K +1,355 +25%
SIG
2430
Spinnaker Investment Group
California
$359K +$42.9K +882 +15%
CCB
2431
Cutter & Co Brokerage
Missouri
$358K -$58.5K -1,203 -15%
CWA
2432
Centennial Wealth Advisory
Michigan
$358K -$45.7K -939 -12%
TPW
2433
Transatlantique Private Wealth
New York
$358K -$436K -8,966 -57%
PPP
2434
Private Portfolio Partners
New Jersey
$357K -$9.68K -199 -3%
PFG
2435
Prosperity Financial Group
California
$356K -$2.04K -42 -0.6%
RWP
2436
Revolve Wealth Partners
New Jersey
$356K +$49.3K +1,013 +18%
AA
2437
Altman Advisors
Illinois
$356K +$325K +6,680 New
CA
2438
Cortland Associates
Missouri
$354K – – –
WG
2439
Watchman Group
Texas
$354K – – –
RCG
2440
Regatta Capital Group
California
$354K -$5.06K -104 -2%
TAM
2441
Todd Asset Management
Kentucky
$353K – – –
WCF
2442
West Coast Financial
California
$351K – – –
SFA
2443
Souders Financial Advisors
Ohio
$351K -$269K -5,524 -46%
SMA
2444
Seven Mile Advisory
New Jersey
$351K +$55.4K +1,139 +21%
AFA
2445
American Financial Advisors
Georgia
$350K +$5.11K +105 +2%
AHL
2446
Abel Hall LLC
Louisiana
$349K -$43.5K -895 -12%
PFGIA
2447
Patriot Financial Group Insurance Agency
Massachusetts
$349K -$266K -5,469 -45%
TWA
2448
Talisman Wealth Advisors
New Jersey
$349K -$15.8K -325 -5%
FNBTCON
2449
First National Bank & Trust Co of Newtown
Pennsylvania
$348K +$18.6K +383 +6%
MW
2450
Maia Wealth
Colorado
$347K -$12.8K -263 -4%
96 97
98
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