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Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
3301
Financial Life Planners
Arizona
$13.6K -$88 -1 -0.5%
Q1WB
3302
Quest 10 Wealth Builders
Virginia
$13.4K -$440 -5 -3%
MWA
3303
Miller Wealth Advisors
Colorado
$12.9K – – –
MIM
3304
Marshall Investment Management
Colorado
$12.9K +$15K +170 +1,700%
HHGA
3305
Halbert Hargrove Global Advisors
California
$12.4K +$3.88K +44 +34%
GAMA
3306
Graticule Asia Macro Advisors
New York
$12.4K +$15.3K +174 New
NWS
3307
Nvest Wealth Strategies
Ohio
$11.9K -$440 -5 -3%
WA
3308
Whipplewood Advisors
Colorado
$11.6K -$143K -1,621 -91%
RTC
3309
Riverview Trust Company
Washington
$11.4K -$38.8K -440 -73%
GCM
3310
Glynn Capital Management
California
$10.8K -$4.49K -51 -25%
RAM
3311
Ramirez Asset Management
New York
$10.7K – – –
CCMI
3312
Creative Capital Management Investments
California
$10.4K +$7.57K +86 +143%
CMP
3313
Coston McIsaac & Partners
Maine
$10K – – –
UIA
3314
Ulland Investment Advisors
Minnesota
$10K – – –
LIM
3315
Longfellow Investment Management
Massachusetts
$10K +$4.32K +49 +54%
MBFW
3316
Morton Brown Family Wealth
Pennsylvania
$9.78K -$9.95K -113 -45%
BF
3317
Brooklyn FI
New York
$9.73K +$12.5K +142 New
HIW
3318
Holos Integrated Wealth
Pennsylvania
$9.68K +$5.9K +67 +112%
VWA
3319
VSM Wealth Advisory
Maryland
$9.64K +$11.9K +135 New
GCP
3320
Gill Capital Partners
Colorado
$9.28K – – –
AIS
3321
Advocate Investing Services
Maryland
$9.28K +$11.4K +130 New
PS
3322
PayPay Securities
Japan
$9.14K +$4.32K +49 +62%
CNBT
3323
Cornerstone National Bank & Trust
Illinois
$8.9K – – –
WFA
3324
Wedbush Fund Advisers
California
$8.57K -$528 -6 -5%
BFP
3325
Birchwood Financial Partners
Minnesota
$8.57K – – –
131 132
133
134 135