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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2376
Revolve Wealth Partners
New Jersey
$880K -$6.82K -20 -0.8%
NP
2377
NS Partners
United Kingdom
$880K -$21.5K -63 -2%
ZF
2378
Zega Financial
Florida
$880K +$606K +1,776 +228%
MIM
2379
Merrion Investment Management
New Jersey
$880K – – –
HWA
2380
Heartwood Wealth Advisors
Virginia
$879K -$5.46K -16 -0.6%
DWMS
2381
Dominguez Wealth Management Solutions
Virginia
$878K +$24.9K +73 +3%
OWA
2382
Outlook Wealth Advisors
Texas
$878K -$1.02K -3 -0.1%
CCP
2383
Clough Capital Partners
Massachusetts
$877K -$1.89M -5,555 -69%
HIM
2384
Hillsdale Investment Management
Ontario, Canada
$873K +$280K +820 +48%
TFA
2385
Trinity Financial Advisors
Ohio
$872K +$57.3K +168 +7%
PWP
2386
Precedent Wealth Partners
Texas
$871K +$46.4K +136 +6%
CAS
2387
CTC Alternative Strategies
Illinois
$868K +$860K +2,522 New
GCA
2388
Gradient Capital Advisors
California
$868K +$3.07K +9 +0.4%
MFS
2389
Madrona Financial Services
Washington
$868K -$3.75K -11 -0.4%
MCM
2390
McRae Capital Management
New Jersey
$865K – – –
JSC
2391
Jackson Square Capital
California
$864K -$341 -1 -0%
VAG
2392
VisionPoint Advisory Group
Texas
$864K +$401K +1,176 +88%
OPOWM
2393
One Plus One Wealth Management
Florida
$862K -$111K -324 -11%
NVIM
2394
New Vernon Investment Management
Illinois
$861K – – –
EB
2395
Exchange Bank
California
$860K -$1.36K -4 -0.2%
WE
2396
Wealth Effects
Massachusetts
$859K -$34.5K -101 -4%
DSAM
2397
Dock Street Asset Management
Florida
$858K +$9.21K +27 +1%
FBB
2398
Fulton Breakefield Broenniman
Maryland
$858K -$34.8K -102 -4%
OA
2399
Oxbow Advisors
Texas
$857K +$30.7K +90 +4%
COCM
2400
Charter Oak Capital Management
New Hampshire
$857K -$94.5K -277 -10%
94 95
96
97 98