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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1801
Aft Forsyth & Sober
Florida
$1.81M – – –
GCP
1802
Guardian Capital (Pennsylvania)
Pennsylvania
$1.81M +$1.77M +3,171 New
CA
1803
CoreCap Advisors
Michigan
$1.81M +$31.3K +56 +2%
JIC
1804
Joel Isaacson & Co
New York
$1.8M +$648K +1,160 +58%
MC
1805
Machina Capital
France
$1.8M +$1.76M +3,156 New
WAS
1806
Winch Advisory Services
Wisconsin
$1.8M -$38K -68 -2%
RSWM
1807
Robertson Stephens Wealth Management
California
$1.8M -$112K -201 -6%
SFO
1808
Stokes Family Office
Louisiana
$1.8M +$576K +1,031 +49%
FNBSF
1809
First National Bank Sioux Falls
South Dakota
$1.79M – – –
PEA
1810
Park Edge Advisors
Ohio
$1.79M +$1.31M +2,342 +292%
LIA
1811
LBMC Investment Advisors
Tennessee
$1.79M – – –
CC
1812
Capital Counsel
New York
$1.79M – – –
MWM
1813
Modern Wealth Management
Kansas
$1.78M +$77.1K +138 +5%
PWA
1814
Pitcairn Wealth Advisors
Pennsylvania
$1.78M +$1.75M +3,122 New
HC
1815
Hamilton Capital
Ohio
$1.78M +$1.74M +3,115 New
HT
1816
Heritage Trust
Oklahoma
$1.77M -$119K -213 -6%
TIA
1817
Trust Investment Advisors
Indiana
$1.77M +$56.5K +101 +3%
RCM
1818
Ratan Capital Management
Florida
$1.77M – – –
GDCM
1819
Galaxy Digital Capital Management
New York
$1.76M -$1.01M -1,800 -37%
PFA
1820
Professional Financial Advisors
Nebraska
$1.76M +$1.44M +2,582 +523%
LGA
1821
Lebenthal Global Advisors
New York
$1.75M +$234K +419 +16%
WWM
1822
Whalen Wealth Management
Nevada
$1.75M +$1.24M +2,216 +263%
PPA
1823
Pacific Point Advisors
California
$1.75M -$4.47K -8 -0.3%
AA
1824
Advisory Alpha
Michigan
$1.74M +$375K +671 +28%
BBA
1825
BLB&B Advisors
Pennsylvania
$1.74M -$291K -521 -15%
71 72
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