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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1776
Woodstock Corp
Massachusetts
$548K +$8.6K +96 +2%
ER
1777
Enlightenment Research
Florida
$545K +$54.1K +604 +11%
BAM
1778
Brave Asset Management
New Jersey
$540K +$43.9K +490 +9%
JFA
1779
Johanson Financial Advisors
California
$538K -$18.4K -206 -3%
RHJA
1780
Rice Hall James & Associates
California
$537K – – –
RSWM
1781
Robertson Stephens Wealth Management
California
$532K -$334K -3,729 -38%
SIG
1782
Sargent Investment Group
Maryland
$531K -$20.6K -230 -4%
JCM
1783
Jacobsen Capital Management
Utah
$531K +$533K +5,952 New
VCM
1784
Versant Capital Management
Arizona
$530K +$26.4K +295 +5%
MW
1785
Marcum Wealth
Ohio
$530K +$38.9K +435 +8%
APC
1786
Aspire Private Capital
North Carolina
$530K +$112K +1,249 +27%
SG
1787
StoneX Group
New York
$529K -$90.9K -1,015 -15%
ONST
1788
Old North State Trust
North Carolina
$529K -$985 -11 -0.2%
FCMC
1789
Founders Capital Management (Connecticut)
Connecticut
$529K – – –
AW
1790
Alpha Windward
Massachusetts
$528K -$77.6K -867 -13%
EIA
1791
Edgemoor Investment Advisors
Maryland
$526K +$6.89K +77 +1%
IWA
1792
Intercontinental Wealth Advisors
Texas
$525K +$201K +2,244 +62%
FSWA
1793
Financial Synergies Wealth Advisors
Texas
$524K -$168K -1,876 -24%
MS
1794
Maven Securities
Jersey
$523K +$525K +5,862 New
CAW
1795
Cornerstone Advisors (Washington)
Washington
$522K +$136K +1,517 +35%
WFM
1796
Wolff Financial Management
Michigan
$521K -$8.6K -96 -2%
BPCE
1797
Bank Pictet & Cie (Europe)
Germany
$518K -$62.7K -700 -11%
SFSG
1798
Sound Financial Strategies Group
Mississippi
$518K -$269 -3 -0.1%
CBFP
1799
Cedar Brook Financial Partners
Ohio
$518K +$100K +1,118 +24%
PWMAG
1800
Pinnacle Wealth Management Advisory Group
New Jersey
$516K +$518K +5,788 New
70 71
72
73 74