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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
5326
PTM Wealth Management
United States
$844K -$101K -198 -11%
HIW
5327
Holos Integrated Wealth
Pennsylvania
$843K – – –
KWM
5328
KMT Wealth Management
California
$841K -$61.2K -120 -7%
CPWM
5329
Cypress Point Wealth Management
Texas
$838K – – –
TIM
5330
Total Investment Management
Arizona
$829K -$71.4K -140 -8%
SGI
5331
Swan Global Investments
Colorado
$829K -$44.9K -88 -5%
DMKJ
5332
David M. Knott Jr
$829K – – –
PFO
5333
PMG Family Office
Texas
$828K +$816K +1,599 New
HHMI
5334
Howard Hughes Medical Institute
Maryland
$827K -$7.14K -14 -0.9%
CSIA
5335
Carl Stuart Investment Advisor
Texas
$827K – – –
ACM
5336
Alamar Capital Management
California
$826K – – –
CMMS
5337
Comprehensive Money Management Services
Florida
$826K – – –
GC
5338
GatePass Capital
Ohio
$825K +$125K +245 +18%
AAM
5339
Alphadyne Asset Management
New York
$823K +$811K +1,589 New
LWM
5340
Luminvest Wealth Management
Arizona
$819K -$25K -49 -3%
LWIC
5341
Leith Wheeler Investment Counsel
British Columbia, Canada
$817K +$112K +219 +16%
BIS
5342
BG Investment Services
Guam
$814K +$191K +375 +31%
PFG
5343
Pinnacle Financial Group
Illinois
$814K -$12.2K -24 -2%
SIMG
5344
Stephens Investment Management Group
Texas
$814K -$456K -894 -36%
AWMNH
5345
Arcadia Wealth Management (New Hampshire)
New Hampshire
$808K +$1.02K +2 +0.1%
SLT
5346
St Louis Trust
Missouri
$806K -$70.4K -138 -8%
WCA
5347
Waratah Capital Advisors
Ontario, Canada
$805K -$35.5M -69,603 -98%
CWM
5348
Core Wealth Management
Florida
$802K +$53.6K +105 +7%
CCP
5349
Carmel Capital Partners
California
$801K -$369K -724 -32%
CWP
5350
Clark Wealth Partners
Illinois
$799K -$27.5K -54 -3%
212 213
214
215 216