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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2651
Apriem Advisors
California
$2.68M +$15.4K +23 +0.6%
SWA
2652
SOA Wealth Advisors
New York
$2.67M +$64.1K +96 +2%
APA
2653
Astoria Portfolio Advisors
New York
$2.66M +$148K +221 +6%
PWM
2654
Puff Wealth Management
New Jersey
$2.66M -$193K -289 -7%
NF
2655
Nvest Financial
New Hampshire
$2.65M +$790K +1,183 +42%
BMC
2656
Benin Management Corp
Connecticut
$2.65M – – –
VCM
2657
Vision Capital Management
Oregon
$2.65M +$44.7K +67 +2%
SA
2658
SPWM Advisors
Michigan
$2.64M +$2.67M +4,002 New
SGM
2659
Scalar Gauge Management
Texas
$2.64M -$2.67M -4,000 -50%
IAM
2660
Infinitum Asset Management
Florida
$2.64M – – –
CT
2661
Clearstead Trust
Maine
$2.64M +$8.68K +13 +0.3%
KCP
2662
Kera Capital Partners
California
$2.63M +$649K +972 +36%
BONH
2663
Bank of New Hampshire
New Hampshire
$2.62M -$58.8K -88 -2%
TW
2664
Traveka Wealth
California
$2.62M -$568K -851 -18%
MTIC
2665
Missouri Trust & Investment Company
Missouri
$2.62M +$204K +306 +8%
DS
2666
DRW Securities
Illinois
$2.62M -$16.7M -25,003 -86%
WG
2667
Wellington Group
Indiana
$2.61M +$2.64M +3,956 New
APC
2668
Aspire Private Capital
North Carolina
$2.61M -$82.1K -123 -3%
BAM
2669
Berkshire Asset Management
Pennsylvania
$2.6M -$350K -524 -12%
MLL
2670
Moody Lynn & Lieberson
Massachusetts
$2.6M +$183K +274 +7%
XWL
2671
XXI Wealth LLC
Illinois
$2.6M +$2.63M +3,938 New
OM
2672
OV Management
Minnesota
$2.6M -$39.4K -59 -1%
FAG
2673
Fortitude Advisory Group
Washington
$2.6M +$872K +1,306 +50%
DDC
2674
DF Dent & Co
Maryland
$2.59M +$512K +766 +24%
JCFM
2675
JBR Co Financial Management
Oklahoma
$2.59M -$164K -245 -6%
105 106
107
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