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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2276
Quantum Financial Advisors
California
$871K – – –
WT
2277
Washington Trust
Rhode Island
$871K +$13.3K +24 +2%
TW
2278
Traveka Wealth
California
$870K +$38.7K +70 +5%
TNA
2279
True North Advisors
Texas
$870K +$128K +231 +18%
CWM
2280
Centurion Wealth Management
Virginia
$868K +$70.2K +127 +9%
JSAM
2281
J. Safra Asset Management
New York
$867K +$722K +1,305 +551%
IWP
2282
Invenio Wealth Partners
Florida
$866K -$22.1K -40 -3%
FPWM
2283
FSB Premier Wealth Management
Iowa
$865K +$8.29K +15 +1%
MAM
2284
Madison Asset Management
Wisconsin
$864K – – –
MFS
2285
Miller Financial Services
Michigan
$863K -$34.8K -63 -4%
RWM
2286
Riverbend Wealth Management
South Carolina
$862K +$8.29K +15 +1%
TA
2287
TFB Advisors
Kansas
$861K -$21K -38 -2%
XSC
2288
X-Square Capital
Puerto Rico
$860K +$32.1K +58 +4%
BTWM
2289
Baker Tilly Wealth Management
Wisconsin
$860K +$1.11K +2 +0.1%
VIA
2290
Victrix Investment Advisors
Florida
$860K -$18.3K -33 -2%
OFG
2291
Oxford Financial Group
Indiana
$859K +$75.8K +137 +10%
IC
2292
Inscription Capital
Texas
$858K +$476K +860 +129%
TFIPS
2293
Towarzystwo Funduszy Inwestycyjnych PZU SA
$858K +$27.7K +50 +3%
TCWM
2294
Total Clarity Wealth Management
Illinois
$858K -$74.7K -135 -8%
ALA
2295
Atlas Legacy Advisors
California
$851K +$49.8K +90 +6%
WFA
2296
Wellspring Financial Advisors
Ohio
$849K +$111K +201 +15%
FNT
2297
First Nebraska Trust
Nebraska
$847K – – –
PHAM
2298
Palisades Hudson Asset Management
Florida
$847K – – –
NF
2299
Nvest Financial
New Hampshire
$846K +$9.95K +18 +1%
SDWIA
2300
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$846K -$4.98K -9 -0.6%
90 91
92
93 94