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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1351
CVA Family Office
Colorado
$3.99M +$299K +751 +9%
MSFP
1352
Mark Sheptoff Financial Planning
Connecticut
$3.98M +$300K +755 +9%
MW
1353
Maia Wealth
Colorado
$3.98M +$719K +1,808 +24%
GWP
1354
Gateway Wealth Partners
Wisconsin
$3.98M -$6.56M -16,500 -64%
KIM
1355
Kurv Investment Management
California
$3.98M +$455K +1,144 +14%
GAM
1356
Grandview Asset Management
Pennsylvania
$3.96M +$65.6K +165 +2%
GITFIT
1357
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$3.95M +$79.5K +200 +2%
SWGC
1358
Summit Wealth Group (Colorado)
Colorado
$3.95M +$316K +794 +9%
S
1359
SharpePoint
Arizona
$3.95M +$387K +972 +12%
CWP
1360
Concord Wealth Partners
Virginia
$3.95M +$201K +506 +6%
BTW
1361
Boston Trust Walden
Massachusetts
$3.94M -$89.5K -225 -2%
IAS
1362
IMA Advisory Services
Colorado
$3.94M +$21.5K +54 +0.6%
AIM
1363
Anchor Investment Management
South Carolina
$3.94M -$171K -430 -4%
RCA
1364
Ranch Capital Advisors
Florida
$3.94M +$90.3K +227 +2%
PPW
1365
Pasadena Private Wealth
California
$3.92M -$684K -1,721 -16%
ELI
1366
Empire Life Investments
Ontario, Canada
$3.91M -$216K -544 -6%
BFA
1367
Beacon Financial Advisory
Ohio
$3.91M +$53.7K +135 +1%
TCBWMS
1368
Texas Capital Bank Wealth Management Services
Texas
$3.91M +$218K +549 +6%
CH
1369
Cromwell Holdings
Wyoming
$3.91M +$664K +1,669 +22%
TWM
1370
TRB Wealth Management
Texas
$3.9M -$315K -791 -8%
JRPIM
1371
Journey Retirement Planning & Investment Management
Idaho
$3.89M -$102K -257 -3%
HP
1372
Havemeyer Place
Connecticut
$3.88M +$3.67M +9,236 New
PCH
1373
PGIM Custom Harvest
New Jersey
$3.87M +$238K +599 +7%
PCM
1374
Princeton Capital Management
New Jersey
$3.87M +$107K +269 +3%
AGWCA
1375
Annis Gardner Whiting Capital Advisors
Florida
$3.85M +$179K +451 +5%
53 54
55
56 57