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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1301
Summit Trail Advisors
New York
$2.9M -$971K -5,034 -22%
UIA
1302
Ulland Investment Advisors
Minnesota
$2.9M -$73.7K -382 -2%
PWP
1303
Private Wealth Partners
California
$2.88M -$2.33M -12,090 -40%
XSC
1304
X-Square Capital
Puerto Rico
$2.88M -$271K -1,404 -7%
BWA
1305
BDO Wealth Advisors
Florida
$2.88M +$184K +955 +6%
AA
1306
Altrafin AG
$2.87M -$1.34M -6,938 -28%
CWM
1307
Chemistry Wealth Management
New York
$2.87M +$516K +2,675 +18%
NLP
1308
Next Level Private
New York
$2.87M +$3.43M +17,768 New
RPCA
1309
Running Point Capital Advisors
California
$2.86M -$28K -145 -0.8%
ANTB
1310
AMG National Trust Bank
Colorado
$2.85M -$275K -1,423 -7%
CWR
1311
Chico Wealth RIA
California
$2.85M – – –
WPIC
1312
White Pine Investment Company
Michigan
$2.85M +$843K +4,371 +33%
MA
1313
Momentum Advisors
New York
$2.85M +$3.41M +17,696 New
GI
1314
GS Investments
Minnesota
$2.85M -$4.82K -25 -0.1%
DA
1315
Doliver Advisors
Texas
$2.84M +$16.4K +85 +0.5%
IDP
1316
In-Depth Partners
Florida
$2.83M -$1.25M -6,462 -27%
TF
1317
Threadgill Financial
Texas
$2.82M -$78.5K -407 -2%
IBOK
1318
Independence Bank of Kentucky
Kentucky
$2.81M +$40.5K +210 +1%
CPA
1319
Capital Planning Advisors
California
$2.81M -$316K -1,636 -9%
BCM
1320
Brown Capital Management
Maryland
$2.8M +$423K +2,192 +14%
TPA
1321
Trivium Point Advisory
Connecticut
$2.8M -$116K -599 -4%
RPC
1322
Rossmore Private Capital
Connecticut
$2.79M -$624K -3,233 -16%
EAM
1323
EFG Asset Management
Oregon
$2.79M -$357K -1,849 -10%
LCM
1324
Laurion Capital Management
New York
$2.79M +$3.26M +16,916 +4,229%
RIA
1325
Realta Investment Advisors
Delaware
$2.78M -$229K -1,187 -6%
51 52
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