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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2626
Ellevest Inc
New York
$4.75M -$409K -1,507 -8%
IP
2627
Ignite Planners
California
$4.75M +$87.4K +322 +2%
CMANY
2628
Capital Management Associates (New York)
New York
$4.75M -$182K -669 -3%
BZWA
2629
Blue Zone Wealth Advisors
California
$4.75M +$91.7K +338 +2%
BMCM
2630
Bryn Mawr Capital Management
Pennsylvania
$4.74M +$334K +1,231 +7%
RWM
2631
RBA Wealth Management
California
$4.74M +$252K +928 +5%
JDR
2632
Jay D. Rosenbaum
$4.74M +$213K +785 +4%
SW
2633
SlateStone Wealth
Florida
$4.74M -$1.72M -6,331 -26%
PP
2634
Prospector Partners
Connecticut
$4.73M +$47.5K +175 +1%
RGI
2635
River Global Investors
United Kingdom
$4.73M – – –
MLA
2636
My Legacy Advisors
Oregon
$4.72M +$331K +1,218 +7%
CIA
2637
Cohen Investment Advisors
New Hampshire
$4.72M +$35.3K +130 +0.7%
WG
2638
Watchman Group
Texas
$4.72M +$42.3K +156 +0.9%
AI
2639
Accredited Investors
Minnesota
$4.69M -$20.6K -76 -0.4%
MPM
2640
MBB Public Markets
Illinois
$4.69M +$4.06M +14,952 +452%
LG
2641
Lane Generational
Massachusetts
$4.68M -$354K -1,303 -7%
KAM
2642
Knightsbridge Asset Management
California
$4.67M +$2.48M +9,138 +101%
TCWM
2643
Total Clarity Wealth Management
Illinois
$4.66M +$700K +2,580 +17%
CIM
2644
Corda Investment Management
Texas
$4.65M +$543K +1,999 +12%
HWA
2645
HHM Wealth Advisors
Tennessee
$4.65M +$164K +605 +3%
PM
2646
Precept Management
Texas
$4.65M – – –
MCA
2647
Millennium Capital Advisors
Arkansas
$4.64M -$92.3K -340 -2%
KS
2648
Karpas Strategies
Connecticut
$4.64M +$64.6K +238 +1%
MC
2649
Matisse Capital
Oregon
$4.63M +$109K +401 +2%
PKC
2650
Palmer Knight Company
Florida
$4.63M -$25.2K -93 -0.5%
104 105
106
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