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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
2601
GeoWealth Management
Illinois
$309K -$82.6K -428 -18%
PGAM
2602
Princeton Global Asset Management
New Jersey
$309K -$28K -145 -7%
MAM
2603
McCarthy Asset Management
California
$309K +$1.93K +10 +0.5%
CAM
2604
Crestone Asset Management
Colorado
$308K -$91.1K -472 -20%
CWM
2605
Connecticut Wealth Management
Connecticut
$308K +$133K +691 +57%
BC
2606
Brookfield Corp
Ontario, Canada
$307K -$607K -3,147 -62%
CP
2607
Corbenic Partners
Pennsylvania
$306K – – –
XT
2608
XTX Topco
Cayman Islands
$306K +$366K +1,897 New
RP
2609
Rice Partnership
Hawaii
$305K -$27K -140 -7%
WCG
2610
Weaver Consulting Group
California
$305K -$10.4K -54 -3%
ACM
2611
Aljian Capital Management
Nevada
$305K – – –
DWA
2612
Dougherty Wealth Advisers
Minnesota
$305K – – –
DDC
2613
DF Dent & Co
Maryland
$304K -$76.4K -396 -20%
RZH
2614
Relyea Zuckerberg Hanson
Connecticut
$304K +$50.2K +260 +16%
ME
2615
McIlrath & Eck
Washington
$303K -$12.7K -66 -3%
OFG
2616
Oxford Financial Group
Indiana
$303K -$1.74K -9 -0.5%
AA
2617
Auxano Advisors
Washington
$303K +$28.9K +150 +9%
NRW
2618
Nova R Wealth
Kansas
$302K -$8.29K -43 -2%
CWM
2619
Castle Wealth Management
Florida
$302K +$362K +1,875 New
SEIA
2620
Signature Estate & Investment Advisors
California
$301K -$43.8K -227 -11%
WA
2621
Waverly Advisors
Alabama
$300K -$53.4K -277 -13%
1W
2622
1776 Wealth
Georgia
$300K -$22.8K -118 -6%
DAM
2623
Draper Asset Management
New York
$300K +$102K +531 +40%
LGA
2624
Lebenthal Global Advisors
New York
$300K +$148K +768 +70%
AMG
2625
Advisors Management Group
Wisconsin
$299K -$17.6K -91 -5%
103 104
105
106 107