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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3376
Curated Wealth Partners
California
$4.92M -$771K -1,905 -13%
FC
3377
FORA Capital
Florida
$4.92M -$19.8M -49,051 -79%
CWM
3378
Compass Wealth Management
Connecticut
$4.92M -$29.5K -73 -0.6%
GWS
3379
Greykasell Wealth Strategies
California
$4.92M -$38.4K -95 -0.7%
PCMF
3380
Private Capital Management (Florida)
Florida
$4.92M +$225K +555 +4%
AC
3381
AXQ Capital
New Jersey
$4.91M +$3.08M +7,606 +137%
CTC
3382
Cetera Trust Company
Minnesota
$4.91M – – –
LGA
3383
Lebenthal Global Advisors
New York
$4.9M +$281K +694 +6%
RI
3384
Ruggiero Investments
Florida
$4.9M +$81.7K +202 +2%
CMAI
3385
Capital Management Associates Inc
Minnesota
$4.9M +$1.14M +2,808 +27%
TAP
3386
Tounjian Advisory Partners
Florida
$4.89M -$6.72M -16,618 -56%
WPWM
3387
Western Pacific Wealth Management
Illinois
$4.89M -$129K -320 -2%
NF
3388
Nvest Financial
New Hampshire
$4.88M +$148K +365 +3%
SPWG
3389
Syntegra Private Wealth Group
Missouri
$4.88M -$153K -377 -3%
MCA
3390
Millennium Capital Advisors
Arkansas
$4.88M -$127K -314 -2%
ORC
3391
O'Rourke & Company
Massachusetts
$4.87M -$405 -1 -0%
FFA
3392
Fairfield Financial Advisors
Massachusetts
$4.86M +$8.9K +22 +0.2%
PWM
3393
Platt Wealth Management
California
$4.86M +$97.1K +240 +2%
PP
3394
Patron Partners
Texas
$4.85M -$19.4K -48 -0.4%
PA
3395
PSI Advisors
Florida
$4.85M +$2.63M +6,490 +100%
WRPWM
3396
Werba Rubin Papier Wealth Management
California
$4.84M -$213K -526 -4%
IMT
3397
Investment Management Trust
Massachusetts
$4.83M -$15K -37 -0.3%
SFG
3398
Shum Financial Group
California
$4.83M +$239K +591 +5%
WAM
3399
Wernau Asset Management
Massachusetts
$4.82M +$17.8K +44 +0.3%
RCM
3400
Raleigh Capital Management
North Carolina
$4.82M -$9.71K -24 -0.2%
134 135
136
137 138