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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1901
Boston Family Office
Massachusetts
$639K +$88.5K +256 +17%
SWRP
1902
Summit Wealth & Retirement Planning
California
$638K +$74.4K +215 +14%
KMWM
1903
Keudell/Morrison Wealth Management
Oregon
$635K +$99.6K +288 +19%
LCM
1904
Laurion Capital Management
New York
$632K -$1.04M -2,999 -63%
BB
1905
Bell Bank
North Dakota
$632K – – –
VCM
1906
Vigilant Capital Management
Maine
$631K +$40.1K +116 +7%
TNBTD
1907
Trustmark National Bank Trust Department
Mississippi
$629K -$70.5K -204 -10%
FPWM
1908
FSB Premier Wealth Management
Iowa
$629K +$606K +1,753 New
DEM
1909
Disciplined Equity Management
Florida
$628K +$604K +1,747 New
CAP
1910
Columbia Advisory Partners
Washington
$624K +$600K +1,736 New
SIP
1911
Stoneridge Investment Partners
Pennsylvania
$621K +$598K +1,729 New
WA
1912
Wealth Architects
California
$619K +$11.8K +34 +2%
WB
1913
Webster Bank
Connecticut
$617K -$121K -350 -17%
SAM
1914
SP Asset Management
California
$617K +$692 +2 +0.1%
BAM
1915
Brave Asset Management
New Jersey
$614K -$20.1K -58 -3%
CRWM
1916
Castle Rock Wealth Management
California
$613K -$254K -735 -30%
CWP
1917
Concord Wealth Partners
Virginia
$612K +$236K +681 +67%
SIC
1918
Sterling Investment Counsel
New York
$611K +$588K +1,700 New
FW
1919
FirstPurpose Wealth
Utah
$611K +$588K +1,701 New
SAM
1920
Silphium Asset Management
United Kingdom
$611K -$225K -650 -28%
CT
1921
Columbia Trust
Oregon
$610K – – –
PPWM
1922
Paragon Private Wealth Management
Kentucky
$608K +$585K +1,693 New
FFS
1923
Founders Financial Securities
Maryland
$603K -$10K -29 -2%
CWA
1924
Clarity Wealth Advisors
California
$603K +$28.7K +83 +5%
MS
1925
Maven Securities
Jersey
$603K +$316K +913 +119%
75 76
77
78 79