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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
2276
Umpqua Bank
Oregon
$3.43M +$443K +724 +14%
SSWM
2277
Strait & Sound Wealth Management
California
$3.42M -$258K -422 -6%
IWM
2278
Iams Wealth Management
Nebraska
$3.42M +$351K +574 +10%
A
2279
Argentarii
Ohio
$3.42M -$31.8K -52 -0.9%
BDS
2280
Banco de Sabadell
Florida
$3.41M +$603K +986 +19%
CCC
2281
Compass Capital Corp
Massachusetts
$3.41M -$527K -862 -13%
SMA
2282
Sage Mountain Advisors
Georgia
$3.4M +$454K +742 +14%
FPW
2283
Fairvoy Private Wealth
Alabama
$3.4M +$174K +285 +5%
TC
2284
Tenere Capital
New York
$3.39M -$10.1M -16,441 -73%
NSIM
2285
North Star Investment Management
Illinois
$3.39M +$66K +108 +2%
EAM
2286
Empirical Asset Management
Massachusetts
$3.39M -$1.97M -3,228 -35%
BWM
2287
BigSur Wealth Management
Florida
$3.38M – – –
IA
2288
Icon Advisers
Colorado
$3.38M – – –
OBWG
2289
Onyx Bridge Wealth Group
New York
$3.37M -$100K -164 -3%
CFP
2290
Comprehensive Financial Planning
Pennsylvania
$3.37M +$99.7K +163 +3%
OL
2291
OneFund LLC
Florida
$3.37M -$611 -1 -0%
SWMP
2292
Signature Wealth Management Partners
New Jersey
$3.37M -$30.6K -50 -0.8%
WA
2293
Waddell & Associates
Tennessee
$3.36M +$999K +1,633 +38%
RIA
2294
Realta Investment Advisors
Delaware
$3.36M -$125K -204 -3%
RP
2295
Regal Partners
Australia
$3.36M +$96.6K +158 +3%
OWMIAS
2296
One Wealth Management Investment & Advisory Services
Florida
$3.36M -$485K -793 -12%
MHC
2297
May Hill Capital
Massachusetts
$3.35M +$305K +498 +9%
ITIM
2298
Indiana Trust & Investment Management
Indiana
$3.35M -$1.19M -1,950 -25%
DIM
2299
DC Investments Management
Virginia
$3.35M – – –
LCWM
2300
Legacy Capital Wealth Management
Texas
$3.35M +$278K +455 +8%
90 91
92
93 94