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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1851
Greenland Capital Management
New York
$679K +$663K +7,517 New
TCM
1852
Triumph Capital Management
Colorado
$678K +$32.4K +367 +5%
CWS
1853
Cypress Wealth Services
California
$676K -$219K -2,482 -25%
LAM
1854
Lewis Asset Management
California
$675K +$659K +7,475 New
AL
1855
Arnhold LLC
New York
$674K – – –
FFO
1856
Fiduciary Family Office
Florida
$673K +$657K +7,450 New
EWA
1857
Evolution Wealth Advisors
Florida
$672K +$162K +1,842 +33%
QC
1858
Quent Capital
New York
$672K +$72.6K +823 +12%
DC
1859
DeDora Capital
California
$671K +$970 +11 +0.1%
ECG
1860
Edge Capital Group
Georgia
$670K +$53.1K +602 +9%
TI
1861
Truepoint Inc
Ohio
$670K +$121K +1,377 +23%
SC
1862
Saybrook Capital
North Carolina
$668K – – –
BFG
1863
Berger Financial Group
Minnesota
$668K -$45.1K -512 -6%
SFWC
1864
Strategic Family Wealth Counselors
New Jersey
$668K +$6.7K +76 +1%
PWM
1865
Paulson Wealth Management
Illinois
$667K +$188K +2,132 +41%
MMC
1866
Mizuho Markets Cayman
Cayman Islands
$667K -$550K -6,235 -46%
WP
1867
WealthPLAN Partners
Nebraska
$665K +$198K +2,243 +44%
AWS
1868
Aspen Wealth Strategies
Colorado
$665K +$1.59K +18 +0.2%
GA
1869
Goldstein Advisors
Wisconsin
$664K -$7.05K -80 -1%
TIA
1870
Traphagen Investment Advisors
New Jersey
$663K +$30.6K +347 +5%
CPIG
1871
Chicago Partners Investment Group
Illinois
$663K -$26.3K -298 -4%
PWPS
1872
Pinnacle Wealth Planning Services
Ohio
$663K +$144K +1,632 +29%
CWA
1873
Clarity Wealth Advisors
California
$659K -$13.9K -158 -2%
OPA
1874
Old Port Advisors
Maine
$659K -$26.7K -303 -4%
WPA
1875
West Paces Advisors
Georgia
$658K -$6.61K -75 -1%
73 74
75
76 77