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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2801
Claris Advisors
Missouri
$328K -$23.5K -140 -7%
CWP
2802
Curated Wealth Partners
California
$328K +$84.5K +504 +33%
SAS
2803
Stelac Advisory Services
New York
$328K +$503 +3 +0.1%
PIMG
2804
Patriot Investment Management Group
Tennessee
$327K – – –
SPWM
2805
Straight Path Wealth Management
Michigan
$327K +$1.17K +7 +0.4%
LC
2806
Landaas & Company
Wisconsin
$327K – – –
SC
2807
Slow Capital
California
$326K -$118K -702 -26%
SJL
2808
Shayne & Jacobs LLC
Tennessee
$326K – – –
CFO
2809
Colony Family Offices
North Carolina
$326K +$335K +2,000 New
HFM
2810
Harvest Fund Management
China
$326K -$786K -4,690 -70%
WHRC
2811
W.H. Reaves & Co
New Jersey
$326K +$335K +2,000 New
TCB
2812
Texas Capital Bancshares
Texas
$326K +$12.6K +75 +4%
E
2813
ETFidea
New York
$326K -$3.19K -19 -0.9%
LHEI
2814
Leo H. Evart Inc
California
$325K – – –
UL
2815
Unionview LLC
Washington
$325K +$1.68K +10 +0.5%
BFO
2816
Biltmore Family Office
North Carolina
$325K -$253K -1,508 -43%
JCM
2817
Jacobsen Capital Management
Utah
$325K +$334K +1,991 New
EA
2818
Ellsworth Advisors
Ohio
$325K +$3.02K +18 +0.9%
FSG
2819
Financial Strategies Group
Michigan
$324K +$1.84K +11 +0.6%
HA
2820
Hofer & Associates
California
$324K – – –
QPW
2821
Quantum Private Wealth
Florida
$324K – – –
TPW
2822
Transatlantique Private Wealth
New York
$323K -$94.1K -561 -22%
FFG
2823
Fortem Financial Group
California
$323K -$202K -1,204 -38%
SFA
2824
Source Financial Advisors
New York
$323K +$7.38K +44 +2%
WAM
2825
WealthTrust Asset Management
Florida
$322K +$2.52K +15 +0.8%
111 112
113
114 115