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Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1776
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.09M -$27.1K -140 -3%
PSF
1777
Pacific Sun Financial
California
$1.09M -$23.2K -120 -2%
GU
1778
Georgetown University
District of Columbia
$1.09M – – –
CONA
1779
Capital One National Association
New York
$1.08M +$1.02M +5,284 New
BOS
1780
Bank of Stockton
California
$1.08M -$36.4K -188 -3%
NERM
1781
New England Research & Management
Illinois
$1.08M – – –
CWM
1782
Circle Wealth Management
New Jersey
$1.08M +$61.2K +316 +6%
SGCA
1783
Steel Grove Capital Advisors
Tennessee
$1.07M +$13.2K +68 +1%
NFC
1784
Northeast Financial Consultants
Connecticut
$1.07M -$219K -1,133 -18%
TFO
1785
Tarbox Family Office
California
$1.07M +$649K +3,349 +179%
HCM
1786
Howland Capital Management
Massachusetts
$1.07M +$16.3K +84 +2%
BWA
1787
Beam Wealth Advisors
Louisiana
$1.07M +$1.01M +5,198 New
GIM
1788
Grassi Investment Management
California
$1.06M +$449K +2,320 +81%
FFG
1789
Frisch Financial Group
New York
$1.06M -$4.65K -24 -0.5%
SG
1790
StoneX Group
New York
$1.05M +$36.8K +190 +4%
AP
1791
AlpInvest Partners
Netherlands
$1.05M – – –
PP
1792
Pegasus Partners
Wisconsin
$1.05M -$127K -658 -11%
SWM
1793
Segment Wealth Management
Texas
$1.05M +$100K +517 +11%
GIA
1794
Gladstone Institutional Advisory
Florida
$1.04M +$108K +560 +12%
CPSC
1795
Carl P. Sherr & Co
Massachusetts
$1.04M +$985K +5,084 New
SBWM
1796
Sunflower Bank Wealth Management
Arizona
$1.04M – – –
APWM
1797
Atlas Private Wealth Management
New York
$1.04M +$983K +5,077 New
ISWM
1798
Independent Solutions Wealth Management
New York
$1.04M +$979K +5,052 New
EFSCE
1799
Enterprise Financial Services Corp (EFSC)
Missouri
$1.04M -$61.4K -317 -6%
SCM
1800
Snow Capital Management
Pennsylvania
$1.03M +$8.72K +45 +0.9%
70 71
72
73 74