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Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
2376
Silvia McColl Wealth Management
California
$240K – – –
IWM
2377
Integris Wealth Management
California
$239K +$23.4K +350 +12%
LAS
2378
LWM Advisory Services
Florida
$239K +$225K +3,370 New
NC
2379
Napatree Capital
Rhode Island
$238K -$205K -3,070 -48%
AWA
2380
Amplius Wealth Advisors
Pennsylvania
$238K -$669 -10 -0.3%
PGIM
2381
Pacific Global Investment Management
California
$238K – – –
GCM
2382
Gallacher Capital Management
Colorado
$238K +$225K +3,360 New
CW
2383
Channel Wealth
California
$238K -$8.69K -130 -4%
BAM
2384
Bellevue Asset Management
Washington
$238K – – –
VWM
2385
Vigilare Wealth Management
Arizona
$238K – – –
WFS
2386
Widmann Financial Services
Maryland
$238K – – –
AA
2387
Addison Advisors
Vermont
$238K +$1.34K +20 +0.6%
BCA
2388
Bay Colony Advisors
Massachusetts
$237K -$3.34K -50 -1%
MSFP
2389
Mark Sheptoff Financial Planning
Connecticut
$236K +$197K +2,950 +776%
CCA
2390
Catalyst Capital Advisors
New York
$235K -$54.8K -820 -20%
MWM
2391
Melfa Wealth Management
Massachusetts
$235K – – –
SWM
2392
Sculati Wealth Management
Michigan
$234K – – –
IIA
2393
Integral Investment Advisors
California
$234K – – –
BAM
2394
Brave Asset Management
New Jersey
$233K – – –
BFS
2395
Burkett Financial Services
South Carolina
$233K – – –
FWM
2396
Fairhaven Wealth Management
Illinois
$233K +$220K +3,290 New
PA
2397
Promethium Advisors
Maryland
$233K +$220K +3,290 New
PW
2398
Peninsula Wealth
California
$233K +$14.7K +220 +7%
MPCG
2399
Matrix Private Capital Group
New York
$232K – – –
WPA
2400
West Paces Advisors
Georgia
$231K -$5.35K -80 -2%
94 95
96
97 98