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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1801
Parthenon LLC
Kentucky
$866K – – –
PWMG
1802
Prestige Wealth Management Group
New Jersey
$865K +$32.6K +1,570 +4%
CIP
1803
Convergence Investment Partners
Florida
$864K -$43.8K -2,110 -5%
RWA
1804
Ropes Wealth Advisors
Massachusetts
$863K +$104K +5,000 +14%
WC
1805
Westhampton Capital
North Carolina
$857K +$13.7K +660 +2%
FP
1806
Financial Perspectives
Minnesota
$856K – – –
GKWIM
1807
Gerber Kawasaki Wealth & Investment Management
California
$856K -$34.3M -1,651,320 -99%
IC
1808
Inscription Capital
Texas
$853K -$2.35M -113,280 -73%
MSS
1809
Mitchell Sinkler & Starr
Pennsylvania
$851K +$60.2K +2,900 +8%
BCM
1810
Bienville Capital Management
New York
$849K – – –
AWS
1811
AJ Wealth Strategies
New York
$849K +$38.2K +1,840 +5%
AWE
1812
Avidian Wealth Enterprises
Texas
$849K +$225K +10,820 +36%
MW
1813
Marcum Wealth
Ohio
$847K +$86.6K +4,170 +11%
BCA
1814
Biltmore Capital Advisors
New Jersey
$847K +$110K +5,320 +15%
BWM
1815
Biltmore Wealth Management
Arizona
$846K -$282K -13,590 -25%
TC
1816
Truvestments Capital
Florida
$845K +$14.3K +690 +2%
W
1817
Wealthquest
Ohio
$845K +$20.8K +1,000 +3%
NJBEST
1818
New Jersey Better Educational Savings Trust
New Jersey
$837K – – –
MWPCG
1819
Measured Wealth Private Client Group
New Hampshire
$834K -$36.3K -1,750 -4%
RIM
1820
Redwood Investment Management
Arizona
$833K – – –
PHAM
1821
Palisades Hudson Asset Management
Florida
$830K – – –
PP
1822
PDS Planning
Ohio
$830K – – –
LB
1823
Leo Brokerage
Texas
$829K -$152K -7,300 -15%
CFSG
1824
Community Financial Services Group
Vermont
$829K – – –
AAM
1825
Areion Asset Management
Hong Kong
$829K +$831K +40,000 New
71 72
73
74 75