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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2701
Curated Wealth Partners
California
$6.91M -$935K -5,364 -13%
Blackstone Inc
2702
Blackstone Inc
New York
$6.91M +$1.09M +6,275 +20%
CSB
2703
City State Bank
Iowa
$6.91M +$14.1K +81 +0.2%
BCFS
2704
Butensky & Cohen Financial Security
Florida
$6.89M -$728K -4,175 -10%
Fuller & Thaler Asset Management
2705
Fuller & Thaler Asset Management
California
$6.88M +$673K +3,862 +12%
BMC
2706
Benin Management Corp
Connecticut
$6.88M +$467K +2,680 +8%
CPCM
2707
Cardinal Point Capital Management
Ontario, Canada
$6.88M -$216K -1,239 -3%
CCA
2708
Corps Capital Advisors
Texas
$6.88M +$1.05K +6 +0%
SP
2709
Sequent Planning
Nebraska
$6.87M +$51.9K +298 +0.8%
CIC
2710
Chilton Investment Company
Connecticut
$6.85M +$2.99M +17,155 +88%
TBT
2711
Texas Bank & Trust
Texas
$6.85M +$173K +995 +3%
PWMG
2712
Prestige Wealth Management Group
New Jersey
$6.85M -$3.11M -17,843 -33%
NRC
2713
New Republic Capital
North Carolina
$6.85M +$258K +1,483 +4%
OFW
2714
Omnia Family Wealth
Florida
$6.83M +$57.9K +332 +0.9%
SFG
2715
Sovereign Financial Group
Connecticut
$6.82M +$314K +1,804 +5%
BA
2716
BCM Advisors
Louisiana
$6.82M
WWM
2717
Whalen Wealth Management
Nevada
$6.81M +$1.07M +6,162 +20%
AWMT
2718
AAFMAA Wealth Management & Trust
North Carolina
$6.81M -$311K -1,783 -5%
ACM
2719
Ayrshire Capital Management
Connecticut
$6.79M -$15.7K -90 -0.2%
GSB
2720
Greenfield Savings Bank
Massachusetts
$6.78M -$112K -643 -2%
AWM
2721
Adams Wealth Management
Utah
$6.78M -$3.05M -17,511 -33%
LA
2722
LM Advisors
California
$6.76M +$323K +1,855 +5%
CFP
2723
Curran Financial Partners
South Carolina
$6.76M +$244K +1,399 +4%
PIA
2724
Powell Investment Advisors
Florida
$6.75M +$502K +2,880 +9%
WIA
2725
Wealthedge Investment Advisors
New York
$6.75M +$1.11M +6,351 +21%