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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
901
Clear Creek Financial Management
Washington
$1.07M +$58.6K +365 +6%
RWP
902
Revolve Wealth Partners
New Jersey
$1.06M -$22K -137 -2%
TC
903
Tannin Capital
North Carolina
$1.06M +$1.06M +6,574 New
HCS
904
Himension Capital (Singapore)
Singapore
$1.06M +$160K +998 +18%
KWS
905
Keystone Wealth Services
California
$1.06M +$162K +1,008 +18%
RWM
906
Rialto Wealth Management
New York
$1.05M – – –
CIM
907
Cambria Investment Management
California
$1.05M +$644K +4,011 +159%
BMCM
908
Bryn Mawr Capital Management
Pennsylvania
$1.05M -$509K -3,170 -33%
LWA
909
Lantern Wealth Advisors
New York
$1.05M -$72.3K -450 -6%
PCA
910
Pallas Capital Advisors
Massachusetts
$1.05M -$327K -2,038 -24%
PA
911
PFG Advisors
Arizona
$1.04M -$690K -4,299 -40%
V
912
ViaWealth
Kansas
$1.04M -$53.9K -336 -5%
TGAM
913
TBH Global Asset Management
Tennessee
$1.04M +$12K +75 +1%
KIM
914
Kurv Investment Management
California
$1.03M +$1.03M +6,420 New
HI
915
Harrington Investments
California
$1.03M +$233K +1,450 +29%
CIAS
916
Capital Investment Advisory Services
North Carolina
$1.03M -$31.1K -194 -3%
BFO
917
Boston Family Office
Massachusetts
$1.02M +$559K +3,479 +121%
BWA
918
Basecamp Wealth Advisors
Washington
$1.02M +$1.02M +6,361 New
WG
919
WMS Group
Louisiana
$1.02M +$1.02M +6,356 New
WC
920
Whitney & Co
New York
$1.02M +$1.02M +6,340 New
FWI
921
Facet Wealth Inc
Maryland
$1.02M +$357K +2,223 +43%
BOJHT
922
Bank of Jackson Hole Trust
Wyoming
$1.02M -$5.46K -34 -0.5%
SIA
923
Soltis Investment Advisors
Utah
$1.02M -$90.9K -566 -8%
KA
924
Kercheville Advisors
Texas
$1.01M -$31.3K -195 -3%
OWP
925
Obermeyer Wealth Partners
Colorado
$1.01M -$5.62K -35 -0.6%
35 36
37
38 39