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Name Holding Trade Value Shares
Change 		Change in
Stake
5NPW
1551
55 North Private Wealth
Florida
$454K +$114K +226 +35%
MWS
1552
MFA Wealth Services
California
$454K +$443K +875 New
PIA
1553
Perennial Investment Advisors
California
$454K +$63.3K +125 +17%
3IP
1554
3Chopt Investment Partners
Virginia
$453K +$129K +254 +41%
AW
1555
Alchemi Wealth
Connecticut
$452K +$506 +1 +0.1%
CWP
1556
Curated Wealth Partners
California
$452K +$99.8K +197 +29%
CA
1557
Crewe Advisors
Utah
$450K +$58.8K +116 +15%
WB
1558
Webster Bank
Connecticut
$450K +$7.09K +14 +2%
SEIA
1559
Signature Estate & Investment Advisors
California
$449K -$7.6K -15 -2%
RCM
1560
Raleigh Capital Management
North Carolina
$449K -$1.01K -2 -0.2%
HCA
1561
Hyperion Capital Advisors
New York
$448K – – –
TIA
1562
Tiemann Investment Advisors
California
$447K -$20.3K -40 -4%
RFA
1563
Resurgent Financial Advisors
Georgia
$447K -$4.05K -8 -0.9%
SF
1564
Steffes Financial
Kansas
$446K – – –
VIM
1565
VELA Investment Management
Ohio
$446K – – –
CP
1566
Canopy Partners
Ohio
$446K +$1.52K +3 +0.4%
SIC
1567
Samalin Investment Counsel
New York
$445K -$19.8K -39 -4%
WFA
1568
Wellspring Financial Advisors
Ohio
$444K +$16.2K +32 +4%
DWM
1569
Drive Wealth Management
Utah
$444K +$153K +303 +55%
CWM
1570
C2C Wealth Management
Arizona
$444K – – –
QFA
1571
Quantum Financial Advisors
California
$444K -$8.61K -17 -2%
EFSCE
1572
Enterprise Financial Services Corp (EFSC)
Missouri
$443K +$96.2K +190 +29%
RWPA
1573
Richard W. Paul & Associates
Michigan
$442K -$6.08K -12 -1%
GFA
1574
Gallagher Fiduciary Advisors
Illinois
$442K -$13.7K -27 -3%
FAG
1575
Fortitude Advisory Group
Washington
$442K +$25.3K +50 +6%
61 62
63
64 65