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Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
1151
Three Bridge Wealth Advisors
California
$1.75M +$66.7K +631 +4%
BCM
1152
Bluefin Capital Management
New York
$1.74M -$465K -4,400 Closed
NRS
1153
Neville Rodie & Shaw
New York
$1.74M -$230K -2,178 -11%
BIM
1154
Baldwin Investment Management
Pennsylvania
$1.74M +$850K +8,038 +80%
APW
1155
Alliance Private Wealth
Massachusetts
$1.74M +$62.3K +589 +3%
JSW
1156
Journey Strategic Wealth
New Jersey
$1.74M -$586K -5,545 -24%
GSWM
1157
Greenup Street Wealth Management
Michigan
$1.73M +$1.9M +17,956 New
AWA
1158
Aaron Wealth Advisors
Illinois
$1.73M -$801K -7,577 -30%
HFW
1159
Horizon Family Wealth
Illinois
$1.73M +$65.6K +621 +4%
CHAM
1160
Clear Harbor Asset Management
Connecticut
$1.73M +$1.06M +9,995 +126%
CPW
1161
Cove Private Wealth
New York
$1.73M – – –
AP
1162
Americana Partners
Texas
$1.72M +$65.5K +620 +4%
NW
1163
NewEdge Wealth
Pennsylvania
$1.72M -$1.09M -10,352 -37%
XWM
1164
Xcel Wealth Management
Florida
$1.72M -$841K -7,956 -31%
SWP
1165
Sagespring Wealth Partners
Tennessee
$1.71M +$73.3K +694 +4%
FCP
1166
Fidelis Capital Partners
Florida
$1.71M -$96.9K -917 -5%
BC
1167
Burney Company
Virginia
$1.7M -$856K -8,102 -31%
BAM
1168
Belpointe Asset Management
Nevada
$1.7M +$35.2K +333 +2%
WP
1169
Westmount Partners
California
$1.7M +$423 +4 +0%
DK
1170
DJE Kapital
Germany
$1.69M -$3.09M -29,231 -62%
PVI
1171
Pine Valley Investments
New Jersey
$1.69M -$101K -957 -5%
WPC
1172
Wedmont Private Capital
Pennsylvania
$1.68M -$91.8K -869 -5%
CIC
1173
Carnegie Investment Counsel
Ohio
$1.67M -$20.9K -198 -1%
WC
1174
Wynn Capital
Georgia
$1.66M +$109K +1,031 +6%
MA
1175
MSA Advisors
California
$1.66M -$1.2M -11,400 -40%
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