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Name Holding Trade Value Shares
Change 		Change in
Stake
TIP
4301
Tandem Investment Partners
New Jersey
$656K +$29.2K +230 +4%
LTL
4302
Lowery Thomas LLC
California
$654K +$35.5K +280 +5%
SIM
4303
Sims Investment Management
Ohio
$653K +$764K +6,024 New
W
4304
WealthCollab
Washington
$652K +$23.2K +183 +3%
WA
4305
Waterford Advisors
New York
$651K +$93K +734 +14%
WC
4306
Weil Company
California
$651K +$58.8K +464 +8%
ASG
4307
Ariston Services Group
California
$651K +$309K +2,439 +68%
SWTS
4308
Stonehaven Wealth & Tax Solutions
Wisconsin
$651K +$18.3K +144 +2%
AHIA
4309
Andrew Hill Investment Advisors
Florida
$651K -$4.22M -33,262 -85%
NWM
4310
Northcape Wealth Management
New York
$650K +$137K +1,080 +22%
PIM
4311
Pinnacle Investment Management
Hong Kong
$650K -$697K -5,500 -48%
BCFD
4312
Boit C.F. David
$650K – – –
CWL
4313
Causey Wealth LLC
Colorado
$650K – – –
KPF
4314
K2 Principal Fund
Ontario, Canada
$650K +$760K +6,000 New
TTWM
4315
TCV Trust & Wealth Management
Virginia
$650K +$3.55K +28 +0.5%
CCA
4316
Carrera Capital Advisors
Michigan
$650K -$17.4K -137 -2%
TFP
4317
Traction Financial Partners
Wyoming
$648K -$167K -1,317 -18%
TA
4318
Townsend & Associates
Colorado
$648K -$121K -954 -12%
FWM
4319
FFT Wealth Management
Pennsylvania
$648K -$4.01M -31,621 -84%
MPAM
4320
Murphy Pohlad Asset Management
Minnesota
$648K +$758K +5,980 New
RWM
4321
Reston Wealth Management
Virginia
$647K +$56K +442 +8%
BWCS
4322
Beirne Wealth Consulting Services
Connecticut
$646K +$435K +3,430 +135%
FHB
4323
First Hawaiian Bank
Hawaii
$645K -$21.3M -167,963 -97%
ITC
4324
Inspire Trust Company
Nevada
$645K -$2.99M -23,572 -80%
MCA
4325
Midwest Capital Advisors
Michigan
$644K -$4.82K -38 -0.6%
171 172
173
174 175