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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1676
Capula Management
Cayman Islands
$310K -$364K -3,922 -49%
MTIM
1677
Marathon Trading Investment Management
Pennsylvania
$309K +$65.1K +700 +21%
GI
1678
GAMCO Investors
Connecticut
$308K -$73.4K -790 -16%
LA
1679
LVW Advisors
New York
$308K +$90.4K +973 +31%
PWW
1680
Pettyjohn Wood & White
Virginia
$308K – – –
PO
1681
Private Ocean
California
$307K +$8.09K +87 +2%
WA
1682
Wealth Architects
California
$307K +$10.2K +110 +3%
PFP
1683
Paragon Financial Partners
California
$307K – – –
OWM
1684
Opes Wealth Management
California
$305K -$9.66K -104 -3%
BOS
1685
Bank of Stockton
California
$304K -$19.1K -205 -5%
ICP
1686
Interchange Capital Partners
Pennsylvania
$304K +$375K +4,033 New
TPW
1687
Transatlantique Private Wealth
New York
$303K -$3.25K -35 -0.8%
DAM
1688
Doheny Asset Management
California
$303K – – –
MCM
1689
Monarch Capital Management
Indiana
$303K – – –
IGAM
1690
iA Global Asset Management
Quebec, Canada
$302K -$430K -4,629 -54%
WFO
1691
Wealthgate Family Office
Colorado
$301K – – –
NHC
1692
Nicholas Hoffman & Company
Georgia
$301K -$5.95K -64 -2%
BAM
1693
Belpointe Asset Management
Nevada
$300K +$119K +1,276 +47%
WA
1694
Wealth Alliance
New York
$299K -$440K -4,732 -54%
TWP
1695
Tempus Wealth Planning
California
$299K +$32.2K +347 +10%
6F
1696
626 Financial
Michigan
$298K – – –
FCB
1697
First County Bank
Connecticut
$298K -$28K -301 -7%
CBA
1698
Coastal Bridge Advisors
Connecticut
$296K +$68K +732 +23%
VAF
1699
Values Added Financial
District of Columbia
$295K -$5.86K -63 -2%
GSEP
1700
Golden State Equity Partners
California
$295K +$364K +3,919 New
66 67
68
69 70