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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1651
Geller Advisors
New York
$515K +$36.8K +342 +8%
SP
1652
Saranac Partners
$514K +$30.8K +287 +6%
AWM
1653
Ameliora Wealth Management
Switzerland
$514K +$180K +1,673 +55%
MCC
1654
Malaga Cove Capital
California
$513K +$2.47K +23 +0.5%
TFO
1655
Tarbox Family Office
California
$512K -$13.6K -127 -3%
SFG
1656
Synergy Financial Group
California
$511K +$2.9K +27 +0.6%
DSN
1657
D. Scott Neal
Kentucky
$510K – – –
WP
1658
Waycross Partners
Kentucky
$510K – – –
FW
1659
FirstPurpose Wealth
Utah
$509K +$15K +140 +3%
AWM
1660
Avitas Wealth Management
California
$506K -$1.93K -18 -0.4%
KLCM
1661
KG&L Capital Management
Louisiana
$506K +$95.7K +891 +24%
SFS
1662
Strategic Financial Services
New York
$506K – – –
JEST
1663
JTC Employer Solutions Trustee
Jersey
$505K – – –
MPI
1664
Mairs & Power Inc
Minnesota
$504K +$9.46K +88 +2%
AWA
1665
Aaron Wealth Advisors
Illinois
$504K +$96.7K +900 +24%
BIAS
1666
Beacon Investment Advisory Services
New Jersey
$501K +$967 +9 +0.2%
GF
1667
Gries Financial
Ohio
$500K +$178K +1,661 +56%
SIC
1668
Sterling Investment Counsel
New York
$497K -$23K -214 -4%
WMG
1669
WESCAP Management Group
California
$496K – – –
NCM
1670
Narwhal Capital Management
Georgia
$496K -$377K -3,508 -43%
MM
1671
MQS Management
New York
$495K -$58.5K -544 -11%
JWM
1672
JPL Wealth Management
Colorado
$495K +$490K +4,556 New
MFG
1673
Marmo Financial Group
Tennessee
$494K – – –
CAG
1674
Csenge Advisory Group
Florida
$490K +$6.66K +62 +1%
PPC
1675
Park Place Capital
Alabama
$490K -$187K -1,741 -28%
65 66
67
68 69