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Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
3101
Waypoint Wealth Counsel
Georgia
$457K +$30.9K +690 +7%
SFM
3102
Signet Financial Management
New Jersey
$456K -$99.5K -2,220 -17%
BONST
3103
Bank of Nova Scotia Trust
Ontario, Canada
$456K +$14.3K +320 +3%
RIM
3104
RW Investment Management
Idaho
$456K +$470K +10,480 New
TA
3105
Tiedemann Advisors
New York
$455K +$19.7K +440 +4%
TFO
3106
Tarbox Family Office
California
$454K +$4.48K +100 +1%
ECA
3107
Elevated Capital Advisors
Utah
$453K -$4.03K -90 -0.9%
APW
3108
Acima Private Wealth
Virginia
$453K – – –
BBPWM
3109
Blue Bell Private Wealth Management
Pennsylvania
$452K +$22K +490 +5%
AWM
3110
Aprio Wealth Management
Georgia
$451K +$114K +2,550 +33%
SIMG
3111
Stephens Investment Management Group
Texas
$451K – – –
BMCM
3112
Burns Matteson Capital Management
New York
$451K -$31.4K -700 -6%
TCM
3113
Towercrest Capital Management
Pennsylvania
$450K -$89.6K -2,000 -16%
FIM
3114
FWL Investment Management
Texas
$449K +$53.3K +1,190 +13%
RCM
3115
Raleigh Capital Management
North Carolina
$448K +$269K +6,010 +140%
TF
3116
TLWM Financial
Texas
$447K -$56.5K -1,260 -11%
PTC
3117
Petrus Trust Company
Texas
$445K +$458K +10,220 New
PIA
3118
Powell Investment Advisors
Florida
$444K +$239K +5,330 +109%
GIA
3119
GHP Investment Advisors
Colorado
$440K +$22.9K +510 +6%
PCM
3120
Presidio Capital Management
California
$440K +$896 +20 +0.2%
CA
3121
CSM Advisors
Pennsylvania
$438K – – –
ST
3122
Sabal Trust
Florida
$436K +$54.2K +1,210 +14%
CIR
3123
Clear Investment Research
Georgia
$435K +$8.51K +190 +2%
MCM
3124
Magnolia Capital Management
New York
$435K – – –
GC
3125
Gruss & Co
Florida
$435K -$1.16M -26,000 -72%
123 124
125
126 127