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Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
3476
Quest 10 Wealth Builders
Virginia
$62.9K +$24.2K +46 +58%
PWM
3477
Peck Wealth Management
New York
$62.5K -$52.7K -100 -44%
SC
3478
Swan Capital
Florida
$62.5K -$13.2K -25 -17%
HHGA
3479
Halbert Hargrove Global Advisors
California
$62.2K – – –
SFS
3480
Sunrise Financial Services
Washington
$62K – – –
MAM
3481
Marquette Asset Management
Minnesota
$60K +$16.9K +32 +36%
FIM
3482
FWL Investment Management
Texas
$59.5K -$10K -19 -14%
AIS
3483
Advocate Investing Services
Maryland
$59K – – –
MWPCG
3484
Measured Wealth Private Client Group
New Hampshire
$59K – – –
TWD
3485
True Wealth Design
Ohio
$59K +$9.48K +18 +18%
TCM
3486
Triumph Capital Management
Colorado
$58.5K -$69K -131 -53%
LI
3487
Louisbourg Investments
New Brunswick, Canada
$57K – – –
SOAM
3488
SBI Okasan Asset Management
Japan
$54.8K -$1.06M -2,021 -95%
GWSA
3489
Global Wealth Strategies & Associates
Colorado
$54K -$15.3K -29 -21%
HIA
3490
HFM Investment Advisors
New Jersey
$54K +$527 +1 +0.9%
W
3491
WealthCollab
Washington
$52.5K +$15.8K +30 +40%
TWM
3492
TopTier Wealth Management
Wisconsin
$52.4K +$55.3K +105 New
KA
3493
Kozak & Associates
Colorado
$51.6K – – –
CG
3494
Curat Global
New Hampshire
$50K -$52.7K -100 -50%
JAM
3495
JCIC Asset Management
Ontario, Canada
$50K – – –
UIA
3496
Ulland Investment Advisors
Minnesota
$49K – – –
VWM
3497
Vermillion Wealth Management
Minnesota
$48.1K +$30.5K +58 +153%
AP
3498
Aspect Partners
Virginia
$47.5K +$1.05K +2 +2%
EFMH
3499
E Fund Management (HK)
Hong Kong
$45K +$23.2K +44 +96%
PWA
3500
Portus Wealth Advisors
North Carolina
$43.5K +$45.8K +87 New
138 139
140
141 142