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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1576
Curated Wealth Partners
California
$1.37M – – –
WAS
1577
Winch Advisory Services
Wisconsin
$1.36M -$37.5K -100 -3%
JDR
1578
Jay D. Rosenbaum
$1.36M -$174K -465 -12%
MSFS
1579
Main Street Financial Solutions
Pennsylvania
$1.36M +$67.9K +181 +6%
PCMF
1580
Private Capital Management (Florida)
Florida
$1.35M +$742K +1,978 +136%
CSI
1581
Cross Staff Investments
New York
$1.35M -$83.7K -223 -6%
BOPW
1582
Brandywine Oak Private Wealth
Pennsylvania
$1.34M -$6.38K -17 -0.5%
CWA
1583
Consilium Wealth Advisory
Texas
$1.34M +$222K +592 +21%
LCGC
1584
Legacy Capital Group California
California
$1.34M +$468K +1,248 +58%
AL
1585
Aspiriant LLC
California
$1.34M -$30K -80 -2%
QP
1586
Quilter Plc
United Kingdom
$1.33M +$128K +342 +34%
SAM
1587
Steinberg Asset Management
New York
$1.33M – – –
KP
1588
Keel Point
Alabama
$1.32M +$1.88K +5 +0.1%
CC
1589
Cipher Capital
New York
$1.32M -$572K -1,525 -31%
WCM
1590
Whitener Capital Management
North Carolina
$1.32M – – –
KFP
1591
KB Financial Partners
New Jersey
$1.32M +$771K +2,055 +157%
AAP
1592
Arax Advisory Partners
Colorado
$1.32M -$11.3K -30 -0.9%
GFG
1593
Goldstone Financial Group
Illinois
$1.32M +$301K +803 +31%
KWA
1594
Kingswood Wealth Advisors
California
$1.32M +$1.26M +3,355 New
PSP
1595
Principal Street Partners
Tennessee
$1.32M +$183K +489 +17%
HFG
1596
Heron Financial Group
New York
$1.31M +$11.3K +30 +0.9%
BTI
1597
Blue Trust Inc
Georgia
$1.31M -$925K -2,464 -41%
RZH
1598
Relyea Zuckerberg Hanson
Connecticut
$1.31M +$63.8K +170 +5%
CF
1599
Copperwynd Financial
Arizona
$1.31M +$12.4K +33 +1%
B
1600
Barings
North Carolina
$1.31M +$165K +440 +15%
62 63
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65 66