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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1951
Watershed Private Wealth
Illinois
$3.25M +$44K +950 +1%
UH
1952
Unigestion Holding
Switzerland
$3.24M +$115K +2,490 +4%
OL
1953
OneFund LLC
Florida
$3.23M +$3.03M +65,310 New
FCM
1954
Fortis Capital Management
Washington
$3.23M +$134K +2,900 +5%
IC
1955
Inscription Capital
Texas
$3.23M +$910K +19,630 +43%
OWA
1956
Outlook Wealth Advisors
Texas
$3.23M -$122K -2,640 -4%
SAM
1957
Smartleaf Asset Management
Massachusetts
$3.23M +$3.1M +66,790 New
AI
1958
Accredited Investors
Minnesota
$3.22M +$241K +5,190 +9%
CAMV
1959
Concord Asset Management (Virginia)
Virginia
$3.22M +$1.32M +28,410 +78%
MWA
1960
Monograph Wealth Advisors
California
$3.21M +$141K +3,050 +5%
GDP
1961
Great Diamond Partners
Maine
$3.21M +$43.1K +930 +1%
MRCM
1962
M&R Capital Management
New Jersey
$3.21M +$221K +4,760 +8%
PWM
1963
Pinnacle Wealth Management
California
$3.2M +$312K +6,730 +12%
KA
1964
Kercheville Advisors
Texas
$3.2M +$1.11M +23,950 +59%
BFWA
1965
Benchmark Financial Wealth Advisors
Florida
$3.19M -$83.4K -1,800 -3%
VCA
1966
Verdence Capital Advisors
Maryland
$3.19M -$2.32K -50 -0.1%
RWP
1967
Ridgecrest Wealth Partners
California
$3.19M +$2.55M +55,030 +590%
MA
1968
MJP Associates
Connecticut
$3.18M -$146K -3,140 -5%
CA
1969
Continuum Advisory
Idaho
$3.18M -$151K -3,260 -5%
AWM
1970
Angeles Wealth Management
California
$3.18M +$198K +4,280 +7%
VCM
1971
Vivaldi Capital Management
Illinois
$3.18M +$479K +10,340 +31%
SFP
1972
Shepherd Financial Partners
Massachusetts
$3.18M -$189K -4,080 -6%
ACM
1973
Allred Capital Management
Texas
$3.18M -$110K -2,380 -4%
FBT
1974
First Bank & Trust
South Dakota
$3.17M -$157K -3,390 -5%
DSCM
1975
Del-Sette Capital Management
New York
$3.17M +$25K +540 +0.8%
77 78
79
80 81