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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1776
BRR OpCo
Ohio
$311K -$27K -144 -8%
OPWM
1777
Oak Point Wealth Management
Michigan
$310K +$312K +1,662 +1,170%
WI
1778
Wintrust Investments
Illinois
$309K -$568K -3,026 -64%
TWM
1779
Torch Wealth Management
Ohio
$309K – – –
FAT
1780
First American Trust
California
$308K -$5.07K -27 -2%
OFW
1781
Omnia Family Wealth
Florida
$306K +$19.3K +103 +6%
DWM
1782
Dakota Wealth Management
Florida
$306K +$322K +1,718 New
CAS
1783
Cue Advisory Services
Arizona
$304K +$35.6K +190 +13%
SIAP
1784
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K – – –
KPCM
1785
Kings Point Capital Management
New York
$302K +$39.6K +211 +14%
IWP
1786
Icon Wealth Partners
Texas
$300K -$65.7K -350 -17%
BHB
1787
Bank Hapoalim BM
Israel
$299K +$315K +1,680 New
BBNB
1788
Baker Boyer National Bank
Washington
$298K +$751 +4 +0.2%
VCM
1789
Vivaldi Capital Management
Illinois
$298K +$13.5K +72 +4%
JGIA
1790
Jackson Grant Investment Advisers
Connecticut
$297K +$1.31K +7 +0.4%
DSAM
1791
Dock Street Asset Management
Florida
$296K -$12.6K -67 -4%
BWP
1792
Baldwin Wealth Partners
Massachusetts
$295K +$37.3K +199 +14%
CA
1793
Cornerstone Advisory
Maryland
$294K -$18.8K -100 -6%
HMS
1794
Hanseatic Management Services
New Mexico
$291K +$306K +1,632 New
MTC
1795
McDaniel Terry & Co
Texas
$290K +$1.69K +9 +0.6%
AWMS
1796
Advocacy Wealth Management Services
Georgia
$289K -$16.9K -90 -5%
GAM
1797
Garrison Asset Management
Arkansas
$288K -$8.26K -44 -3%
NEAM
1798
New England Asset Management
Connecticut
$288K – – –
SVCP
1799
Silicon Valley Capital Partners
California
$285K +$1.69K +9 +0.6%
MA
1800
MCF Advisors
Kentucky
$285K +$9.94K +53 +3%
70 71
72
73 74