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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2301
4J Wealth Management
Virginia
$371K – – –
CWP
2302
Curated Wealth Partners
California
$370K -$215K -1,325 -33%
SICM
2303
Sustainable Insight Capital Management
New York
$370K +$442K +2,727 New
AP
2304
Arlington Partners
Alabama
$369K -$207K -1,280 -32%
DWM
2305
Darwin Wealth Management
Florida
$369K -$26.6K -164 -6%
WIM
2306
Westside Investment Management
California
$369K +$416K +2,568 +18%
TWM
2307
Triton Wealth Management
Arizona
$368K +$423K +2,612 New
OCPWS
2308
One Charles Private Wealth Services
Massachusetts
$367K +$79.6K +491 +22%
OCG
2309
Opus Capital Group
Ohio
$365K -$10.7K -66 -2%
WG
2310
Welch Group
Alabama
$365K -$162 -1 -0%
FWP
2311
Falcon Wealth Planning
California
$365K +$73.6K +454 +20%
VCM
2312
Violich Capital Management
California
$364K -$235K -1,450 -35%
TWA
2313
TCI Wealth Advisors
Arizona
$363K -$166K -1,024 -28%
AMM
2314
American Money Management
California
$363K -$91.1K -562 -17%
LRPA
2315
L. Roy Papp & Associates
Arizona
$363K – – –
TWM
2316
Trevian Wealth Management
Massachusetts
$362K – – –
SN
2317
Sittner & Nelson
Oregon
$362K +$19.8K +122 +5%
BWS
2318
BCR Wealth Strategies
Alabama
$361K -$48.6K -300 -10%
GEA
2319
Glen Eagle Advisors
New Jersey
$361K -$3.08K -19 -0.7%
CCM
2320
Conway Capital Management
California
$360K -$2.35M -14,500 -85%
CWA
2321
Consilio Wealth Advisors
Washington
$360K +$141K +873 +49%
LCG
2322
Luxor Capital Group
New York
$358K -$63.5K -392 -13%
WMA
2323
West Michigan Advisors
Michigan
$357K +$5.19K +32 +1%
OCM
2324
Objective Capital Management
Ohio
$357K +$14.4K +89 +3%
SAM
2325
Satovsky Asset Management
New York
$355K – – –
91 92
93
94 95