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Name Holding Trade Value Shares
Change 		Change in
Stake
WWWM
3251
White Wing Wealth Management
Texas
$1.67M +$18.1K +179 +1%
MW
3252
Maia Wealth
Colorado
$1.65M +$1.3M +12,853 New
BMM
3253
Berkshire Money Management
Massachusetts
$1.65M +$382K +3,780 +39%
GRA
3254
Golden Road Advisors
Florida
$1.65M +$65.8K +651 +5%
WA
3255
WESPAC Advisors
California
$1.65M +$462K +4,572 +52%
DW
3256
Dodds Wealth
Colorado
$1.65M +$303K +3,000 +31%
MDSL
3257
M.D. Sass LLC
New York
$1.64M – – –
FPF
3258
First Pacific Financial
Washington
$1.64M +$455K +4,502 +51%
GC
3259
Gibson Capital
Pennsylvania
$1.64M -$850K -8,407 -39%
LA
3260
Lane & Associates
New Jersey
$1.64M +$478K +4,724 +55%
IEFM
3261
IQ EQ Fund Management
Ireland
$1.64M -$325K -3,219 -20%
MWM
3262
Melfa Wealth Management
Massachusetts
$1.63M +$22.2K +220 +2%
KFA
3263
Kelleher Financial Advisors
New York
$1.63M -$48.8K -483 -4%
JWA
3264
JFS Wealth Advisors
Pennsylvania
$1.63M +$46.8K +463 +4%
PBT
3265
Pictet Bank & Trust
Bahamas
$1.63M +$1.33M +13,190 New
RGI
3266
River Global Investors
United Kingdom
$1.62M -$17.2K -170 -1%
NF
3267
Nvest Financial
New Hampshire
$1.62M +$110K +1,086 +9%
1CP
3268
17 Capital Partners
Arizona
$1.62M +$88K +870 +7%
AWM
3269
Avaii Wealth Management
Wisconsin
$1.62M +$90.6K +896 +7%
APWA
3270
Atlas Private Wealth Advisors
New Jersey
$1.62M +$704K +6,968 +113%
SAM
3271
Strategy Asset Managers
California
$1.62M -$4.1M -40,560 -91%
KL
3272
KWMG LLC
Kansas
$1.62M -$54.6K -540 -4%
BAG
3273
Bridgewealth Advisory Group
California
$1.61M +$189K +1,870 +17%
EBA
3274
Eagle Bay Advisors
New York
$1.61M -$418K -4,132 -24%
OAS
3275
Optivise Advisory Services
Tennessee
$1.61M +$1.32M +13,013 New
129 130
131
132 133