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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1926
Curated Wealth Partners
California
$1.89M +$808K +2,032 +83%
BA
1927
Bellwether Advisors
Nebraska
$1.89M +$1.55M +3,896 +660%
CSB
1928
City State Bank
Iowa
$1.89M – – –
CQWA
1929
Chokshi & Queen Wealth Advisors
California
$1.88M +$203K +510 +13%
MWA
1930
Monograph Wealth Advisors
California
$1.88M -$39.8K -100 -2%
IF
1931
Intrua Financial
Texas
$1.88M +$38.6K +97 +2%
SGAM
1932
Smith Group Asset Management
Texas
$1.88M +$91.9K +231 +5%
MWM
1933
Marietta Wealth Management
Georgia
$1.87M -$1.59K -4 -0.1%
WMA
1934
West Michigan Advisors
Michigan
$1.87M +$594K +1,494 +51%
JC
1935
Jacobs & Co
California
$1.87M – – –
OPW
1936
Oxler Private Wealth
New York
$1.87M +$111K +280 +7%
AG
1937
AmeriFlex Group
Nevada
$1.86M +$26.2K +66 +2%
4WM
1938
4J Wealth Management
Virginia
$1.86M – – –
EAP
1939
Elevation Advisory Partners
Florida
$1.86M -$8.75K -22 -0.4%
IA
1940
Insight Advisors
Pennsylvania
$1.86M -$213K -536 -11%
FSA
1941
Financial Security Advisor
Virginia
$1.86M +$47.3K +119 +3%
SLC
1942
Second Line Capital
Louisiana
$1.86M -$2.65M -6,655 -60%
CIAS
1943
CFS Investment Advisory Services
New Jersey
$1.86M +$38.6K +97 +2%
MHC
1944
May Hill Capital
Massachusetts
$1.85M +$350K +880 +25%
NP
1945
Ninepoint Partners
Ontario, Canada
$1.85M +$1.75M +4,394 New
GWWM
1946
Great Waters Wealth Management
Minnesota
$1.85M -$25.5K -64 -1%
KCP
1947
Kera Capital Partners
California
$1.85M +$351K +882 +25%
MBWA
1948
Marin Bay Wealth Advisors
California
$1.84M -$69.6K -175 -4%
IAS
1949
Integrity Advisory Solutions
Texas
$1.84M +$955K +2,401 +122%
MAG
1950
M3 Advisory Group
Massachusetts
$1.84M +$37K +93 +2%
76 77
78
79 80