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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2751
Becker Capital Management
Oregon
$390K +$29.3K +240 +8%
WC
2752
Whitney & Co
New York
$390K +$30.5K +250 +8%
BWM
2753
Brown Wealth Management
Illinois
$390K +$72K +590 +22%
ACA
2754
Aspire Capital Advisors
Washington
$390K +$107K +880 +37%
LSA
2755
Lion Street Advisors
Texas
$387K +$14.6K +120 +2%
CIA
2756
Compass Ion Advisors
Pennsylvania
$387K -$8.54K -70 -2%
IWM
2757
Integris Wealth Management
California
$387K – – –
BWG
2758
Boomfish Wealth Group
Georgia
$387K +$31.7K +260 +9%
WTB
2759
Washington Trust Bank
Washington
$386K – – –
ONSWM
2760
Old North State Wealth Management
North Carolina
$386K +$26.9K +220 +7%
IC
2761
Iconiq Capital
California
$386K -$2.66M -21,800 -87%
SC
2762
SouthState Corp
Florida
$386K -$1.15M -9,430 -75%
IWM
2763
IMG Wealth Management
Florida
$386K – – –
FL
2764
FreeGulliver LLC
Louisiana
$386K +$393K +3,220 New
MIFH
2765
Migdal Insurance & Financial Holdings
Israel
$386K -$36.6K -300 -8%
AMG
2766
Advisors Management Group
Wisconsin
$385K -$2.44K -20 -0.6%
EMAM
2767
Encompass More Asset Management
California
$385K -$229K -1,880 -37%
BAM
2768
Bellevue Asset Management
Washington
$384K -$6.1K -50 -2%
DAM
2769
Delta Asset Management
Tennessee
$384K – – –
SC
2770
Searle & Co
Connecticut
$384K – – –
BOSSRA
2771
B.O.S.S. Retirement Advisors
Utah
$384K +$63.5K +520 +19%
RW
2772
Rede Wealth
Virginia
$382K -$1.21M -9,950 -76%
EBA
2773
Eagle Bay Advisors
New York
$382K +$19.5K +160 +5%
TH
2774
TCTC Holdings
Texas
$381K – – –
VPWA
2775
Vestia Personal Wealth Advisors
Indiana
$381K +$1.22K +10 +0.3%
109 110
111
112 113