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Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
3051
American Trust Investment Advisors
New Hampshire
$6.28M +$6.45M +31,371 New
RWI
3052
Red Wave Investments
Pennsylvania
$6.26M +$32.5K +158 +0.5%
MCA
3053
MSH Capital Advisors
Arizona
$6.26M +$2.3M +11,177 +56%
CWA
3054
Consilio Wealth Advisors
Washington
$6.25M +$108K +526 +2%
DIP
3055
DT Investment Partners
Pennsylvania
$6.25M +$61.7K +300 +1%
PWMG
3056
Prestige Wealth Management Group
New Jersey
$6.25M +$94.6K +460 +1%
BCM
3057
Bayesian Capital Management
New York
$6.24M +$6.41M +31,200 New
CCT
3058
Chemung Canal Trust
New York
$6.24M -$910K -4,426 -12%
PM
3059
Parametrica Management
Hong Kong
$6.24M -$1.44M -7,000 -18%
SFFS
3060
Stonehage Fleming Financial Services
Jersey
$6.24M +$326K +1,586 +5%
SFGM
3061
Stonebridge Financial Group (Missouri)
Missouri
$6.24M -$23.4K -114 -0.4%
SL
3062
StoryOne LLC
Kansas
$6.23M +$6.4M +31,120 New
LWM
3063
LeConte Wealth Management
Tennessee
$6.22M +$269K +1,309 +4%
CPWL
3064
Coquina Private Wealth LLC
Florida
$6.22M +$126K +615 +2%
FPW
3065
Fairvoy Private Wealth
Alabama
$6.21M +$139K +677 +2%
KBFS
3066
Kohmann Bosshard Financial Services
Ohio
$6.2M -$52.8K -257 -0.8%
SPWG
3067
Syntegra Private Wealth Group
Missouri
$6.19M +$127K +619 +2%
TCWM
3068
Total Clarity Wealth Management
Illinois
$6.19M -$1.2M -5,854 -16%
MBWA
3069
Marin Bay Wealth Advisors
California
$6.19M -$261K -1,270 -4%
SIG
3070
Spinnaker Investment Group
California
$6.19M +$1.3M +6,330 +26%
FDS
3071
Freedom Day Solutions
Texas
$6.18M +$90.5K +440 +1%
SIAG
3072
Safeguard Investment Advisory Group
California
$6.18M +$244K +1,185 +4%
1IA
3073
1834 Investment Advisors
Wisconsin
$6.16M +$341K +1,660 +6%
SEP
3074
Signature Equity Partners
Ohio
$6.16M -$207K -1,008 -3%
B
3075
Bellecapital
Switzerland
$6.15M -$93.8K -456 -1%
121 122
123
124 125