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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2426
Accredited Investors
Minnesota
$663K -$139K -1,776 -17%
5NPW
2427
55 North Private Wealth
Florida
$663K +$29K +370 +5%
IAAG
2428
Innovative Asset Advisors Group
Connecticut
$663K +$669K +8,542 New
TCM
2429
Tran Capital Management
California
$660K – – –
KAM
2430
Karani Asset Management
New York
$660K +$665K +8,500 New
PW
2431
PUREfi Wealth
Massachusetts
$659K +$83K +1,060 +14%
RCP
2432
Rothschild Capital Partners
New York
$658K +$664K +8,478 New
SWM
2433
Segment Wealth Management
Texas
$657K -$38.6K -493 -6%
LAI
2434
Legal Advantage Investments
California
$656K -$17.7K -226 -3%
WWM
2435
Whalen Wealth Management
Nevada
$655K -$55.7K -711 -8%
EW
2436
Elyxium Wealth
California
$654K +$65.3K +834 +11%
TWM
2437
Trueblood Wealth Management
Ohio
$653K +$101K +1,288 +18%
LA
2438
Lakeside Advisors
Washington
$652K -$9.31K -119 -1%
SAM
2439
Satovsky Asset Management
New York
$652K +$3.52K +45 +0.5%
NS
2440
Northland Securities
Minnesota
$651K -$43.6K -557 -6%
WB
2441
West Bancorporation
Iowa
$651K -$139K -1,775 -17%
HAS
2442
HBW Advisory Services
California
$649K +$7.04K +90 +1%
FCM
2443
Fell Capital Management
California
$648K -$27.4K -350 -4%
BRWM
2444
Blue Rock Wealth Management
North Carolina
$648K +$54.8K +700 +9%
MLFP
2445
MPS Loria Financial Planners
Illinois
$648K +$2.9K +37 +0.4%
HFBOT
2446
Home Federal Bank of Tennessee
Tennessee
$647K +$227K +2,900 +53%
IA
2447
IFG Advisors
Missouri
$647K – – –
NPF
2448
Norris Perne & French
Michigan
$646K -$60.5K -773 -8%
NAMM
2449
NorthStar Asset Management (Massachusetts)
Massachusetts
$643K – – –
SICM
2450
Sustainable Insight Capital Management
New York
$642K +$648K +8,276 New
96 97
98
99 100