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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1076
Beta Wealth Group
California
$510K -$7.05K -100 -1%
IA
1077
Insight Advisors
Pennsylvania
$506K -$1.69K -24 -0.3%
LA
1078
LM Advisors
California
$503K -$43K -610 -8%
EI
1079
Ecofi Investissements
France
$503K -$3.52K -50 -0.7%
CMANY
1080
Capital Management Associates (New York)
New York
$503K – – –
DBIA
1081
Dumont & Blake Investment Advisors
New Jersey
$503K -$705 -10 -0.1%
DC
1082
DeDora Capital
California
$502K -$71.6K -1,016 -12%
GC
1083
GatePass Capital
Ohio
$502K +$528K +7,492 New
CWA
1084
Clarity Wealth Advisors
California
$502K – – –
ICP
1085
Interchange Capital Partners
Pennsylvania
$502K +$71.6K +1,016 +16%
SLI
1086
Sumitomo Life Insurance
Japan
$500K -$15.7K -223 -3%
IP
1087
Ignite Planners
California
$498K -$5.57K -79 -1%
CCM
1088
Chiron Capital Management
Florida
$498K -$14.1K -200 -3%
MA
1089
Mutual Advisors
Nebraska
$497K +$33.3K +473 +7%
RZH
1090
Relyea Zuckerberg Hanson
Connecticut
$495K +$79.9K +1,133 +18%
IG
1091
IFS Group
Pennsylvania
$492K +$520K +7,375 New
PWP
1092
Perfromance Wealth Partners
Illinois
$490K -$14.1K -200 -3%
PWM
1093
Prosperity Wealth Management
California
$489K +$19.1K +271 +4%
WAM
1094
WNY Asset Management
New York
$489K +$24.8K +352 +5%
WA
1095
Westfuller Advisors
New York
$488K +$281K +3,987 +121%
DAS
1096
Dynamic Advisor Solutions
Arizona
$483K -$64.8K -919 -11%
SBFM
1097
S-Bank Fund Management
Finland
$481K -$6.63K -94 -1%
PWG
1098
Portside Wealth Group
Utah
$479K +$53.9K +765 +12%
BCM
1099
Boltwood Capital Management
California
$478K +$7.4K +105 +1%
MSFP
1100
Mark Sheptoff Financial Planning
Connecticut
$476K -$4.79K -68 -0.9%
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