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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2126
Portus Wealth Advisors
North Carolina
$895K +$912K +7,470 New
SIAP
2127
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$895K -$15.9K -130 -2%
BFO
2128
Biltmore Family Office
North Carolina
$892K -$12.2K -100 -1%
CWP
2129
Curated Wealth Partners
California
$891K +$110K +900 +14%
WPC
2130
White Pine Capital
Minnesota
$891K +$3.66K +30 +0.4%
HPC
2131
Hobart Private Capital
North Carolina
$891K +$4.88K +40 +0.5%
BWM
2132
BCS Wealth Management
Tennessee
$888K -$194K -1,590 -18%
ACM
2133
Andina Capital Management
Utah
$887K -$25.6K -210 -3%
GFG
2134
Greystone Financial Group
Michigan
$887K -$1.22K -10 -0.1%
LWA
2135
Lantern Wealth Advisors
New York
$887K +$42.7K +350 +5%
NCM
2136
New Capital Management
Texas
$885K – – –
SA
2137
Sonoma Allocations
California
$884K +$912K +7,470 New
NHC
2138
Nicholas Hoffman & Company
Georgia
$884K +$74.5K +610 +9%
REMPR
2139
Roof Eidam Maycock Peralta (REMP)
California
$882K +$209K +1,710 +30%
CWIG
2140
Chung Wu Investment Group
Texas
$881K +$42.7K +350 +5%
PWP
2141
Perfromance Wealth Partners
Illinois
$878K +$510K +4,180 +133%
FMTC
2142
Farmers & Merchants Trust Company
California
$876K -$41.5K -340 -4%
HWP
2143
Highline Wealth Partners
California
$875K -$39.1K -320 -4%
FOA
2144
Five Oceans Advisors
California
$875K -$25.6K -210 -3%
GITFIT
2145
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$875K – – –
GPFA
2146
Game Plan Financial Advisors
Ohio
$875K +$75.7K +620 +9%
EAM
2147
Evanson Asset Management
California
$874K – – –
WHG
2148
Westwood Holdings Group
Texas
$872K -$87.9K -720 -9%
CMBA
2149
C.M. Bidwell & Associates
Hawaii
$872K -$28.1K -230 -3%
PCIG
2150
Partners Capital Investment Group
Massachusetts
$870K – – –
84 85
86
87 88