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Name Holding Trade Value Shares
Change 		Change in
Stake
ER
1776
Enlightenment Research
Florida
$545K +$54.1K +604 +11%
BAM
1777
Brave Asset Management
New Jersey
$540K +$43.9K +490 +9%
JFA
1778
Johanson Financial Advisors
California
$538K -$18.4K -206 -3%
RHJA
1779
Rice Hall James & Associates
California
$537K – – –
RSWM
1780
Robertson Stephens Wealth Management
California
$532K -$334K -3,729 -38%
SIG
1781
Sargent Investment Group
Maryland
$531K -$20.6K -230 -4%
JCM
1782
Jacobsen Capital Management
Utah
$531K +$533K +5,952 New
VCM
1783
Versant Capital Management
Arizona
$530K +$26.4K +295 +5%
MW
1784
Marcum Wealth
Ohio
$530K +$38.9K +435 +8%
APC
1785
Aspire Private Capital
North Carolina
$530K +$112K +1,249 +27%
SG
1786
StoneX Group
New York
$529K -$90.9K -1,015 -15%
ONST
1787
Old North State Trust
North Carolina
$529K -$985 -11 -0.2%
FCMC
1788
Founders Capital Management (Connecticut)
Connecticut
$529K – – –
AW
1789
Alpha Windward
Massachusetts
$528K -$77.6K -867 -13%
EIA
1790
Edgemoor Investment Advisors
Maryland
$526K +$6.89K +77 +1%
IWA
1791
Intercontinental Wealth Advisors
Texas
$525K +$201K +2,244 +62%
FSWA
1792
Financial Synergies Wealth Advisors
Texas
$524K -$168K -1,876 -24%
MS
1793
Maven Securities
Jersey
$523K +$525K +5,862 New
CAW
1794
Cornerstone Advisors (Washington)
Washington
$522K +$136K +1,517 +35%
WFM
1795
Wolff Financial Management
Michigan
$521K -$8.6K -96 -2%
BPCE
1796
Bank Pictet & Cie (Europe)
Germany
$518K -$62.7K -700 -11%
SFSG
1797
Sound Financial Strategies Group
Mississippi
$518K -$269 -3 -0.1%
CBFP
1798
Cedar Brook Financial Partners
Ohio
$518K +$100K +1,118 +24%
PWMAG
1799
Pinnacle Wealth Management Advisory Group
New Jersey
$516K +$518K +5,788 New
BA
1800
Ballew Advisors
Mississippi
$513K +$532K +5,939 New
70 71
72
73 74