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Howmet Aerospace
HWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1101
FIDELIS iM
Oregon
$249K – – –
LFP
1102
Leeward Financial Partners
Washington
$249K -$66.7K -286 -21%
BWFA
1103
Baltimore-Washington Financial Advisors
Maryland
$249K – – –
CFD
1104
Creative Financial Designs
Indiana
$249K -$56.6K -243 -18%
EWA
1105
Exencial Wealth Advisors
Oklahoma
$247K +$250K +1,071 New
JEST
1106
JTC Employer Solutions Trustee
Jersey
$246K -$57.3K -246 -19%
SAM
1107
Sagewood Asset Management
New York
$245K +$248K +1,063 New
SW
1108
SlateStone Wealth
Florida
$243K +$246K +1,055 New
IWA
1109
Icon Wealth Advisors
Texas
$242K +$238K +1,023 New
RCM
1110
Raleigh Capital Management
North Carolina
$242K +$15.6K +67 +7%
KA
1111
KLCM Advisors
Wisconsin
$242K – – –
OC
1112
Oakworth Capital
Alabama
$241K +$163K +700 +202%
OAS
1113
Optivise Advisory Services
Tennessee
$240K -$75.5K -324 -24%
NF
1114
Nikulski Financial
Iowa
$240K +$9.32K +40 +4%
CH
1115
Cromwell Holdings
Wyoming
$239K – – –
KWA
1116
Kingswood Wealth Advisors
California
$239K -$10.7K -46 -4%
GFP
1117
Gryphon Financial Partners
Ohio
$239K +$242K +1,038 New
SAM
1118
S.A. Mason
Michigan
$239K – – –
CLOS
1119
Compagnie Lombard Odier SCmA
Switzerland
$237K – – –
LWL
1120
Leo Wealth LLC
Texas
$236K +$239K +1,025 New
GPW
1121
Genesis Private Wealth
Virginia
$234K -$91.8K -394 -28%
CSPIA
1122
Cary Street Partners Investment Advisory
Virginia
$234K +$25.2K +108 +12%
JPWM
1123
Jamison Private Wealth Management
Georgia
$234K +$236K +1,013 New
FIA
1124
Foundations Investment Advisors
Arizona
$233K +$236K +1,013 New
EFMH
1125
E Fund Management (HK)
Hong Kong
$233K -$59K -253 -20%
43 44
45
46 47