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Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
1326
Leo Wealth LLC
Texas
$373K +$352K +892 New
CFO
1327
CVA Family Office
Colorado
$370K -$25.6K -65 -7%
EFI
1328
EHP Funds Inc
Canada
$370K -$237K -600 -40%
TC
1329
TwinBeech Capital
New York
$369K -$18.2M -46,061 -98%
TCWA
1330
Turtle Creek Wealth Advisors
Texas
$368K +$353K +896 New
OWA
1331
Outlook Wealth Advisors
Texas
$366K +$351K +890 New
FG
1332
Fiduciary Group
Georgia
$365K -$3.94K -10 -1%
EFG
1333
Everhart Financial Group
Ohio
$363K +$123K +312 +54%
IC
1334
Inscription Capital
Texas
$362K +$59.2K +150 +21%
HFBOT
1335
Home Federal Bank of Tennessee
Tennessee
$361K – – –
KA
1336
Klingman & Associates
New York
$361K +$10.3K +26 +3%
SPW
1337
Sonoma Private Wealth
California
$359K +$344K +873 New
SHGA
1338
Sand Hill Global Advisors
California
$357K +$46.1K +117 +16%
CDH
1339
Charles D. Hyman
$357K – – –
AI
1340
AXS Investments
New York
$357K -$28K -71 -8%
OWP
1341
Obermeyer Wealth Partners
Colorado
$356K – – –
MTIC
1342
Missouri Trust & Investment Company
Missouri
$355K – – –
HCA
1343
Hyperion Capital Advisors
New York
$354K – – –
SWM
1344
SeaCrest Wealth Management
New York
$354K -$64.3K -163 -16%
GJWM
1345
Gilliland Jeter Wealth Management
Arkansas
$353K +$339K +860 New
TRIA
1346
Trail Ridge Investment Advisors
Colorado
$353K – – –
BFO
1347
Boston Family Office
Massachusetts
$351K – – –
GRP
1348
Global Retirement Partners
California
$350K +$91.5K +232 +37%
HPM
1349
Hoxton Planning & Management
West Virginia
$349K +$1.18K +3 +0.4%
PHS
1350
Pekin Hardy Strauss
Illinois
$349K -$19.7K -50 -6%
52 53
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55 56