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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1501
Napatree Capital
Rhode Island
$290K +$111K +1,550 +48%
SW
1502
StrongBox Wealth
Missouri
$290K +$115K +1,608 +50%
MW
1503
Maia Wealth
Colorado
$289K +$300K +4,201 New
SAM
1504
Secure Asset Management
Michigan
$288K +$341K +4,781 New
CAAS
1505
Capital Asset Advisory Services
Michigan
$288K +$6.21K +87 +2%
A
1506
AlphaQuest
New York
$288K +$311K +4,357 +1,035%
AWP
1507
Astra Wealth Partners
New Jersey
$288K +$341K +4,777 New
PIA
1508
Powell Investment Advisors
Florida
$288K – – –
RIA
1509
Realta Investment Advisors
Delaware
$286K -$55.3K -775 -15%
RWPA
1510
Richard W. Paul & Associates
Michigan
$286K +$280K +3,926 +485%
DWM
1511
Dorchester Wealth Management
Quebec, Canada
$284K -$8.57K -120 -2%
GS
1512
GWN Securities
Florida
$283K +$299K +4,189 New
CHJWM
1513
Carlton Hofferkamp & Jenks Wealth Management
Texas
$282K +$10.7K +150 +4%
MF
1514
Manuka Financial
Virginia
$282K +$334K +4,679 New
TPI
1515
Trust Point Inc
Wisconsin
$282K +$33.1K +464 +11%
CCFM
1516
Clear Creek Financial Management
Washington
$282K +$127K +1,780 +62%
APW
1517
Aventura Private Wealth
Florida
$282K +$333K +4,667 New
ACM
1518
Advisors Capital Management
New Jersey
$278K -$40.4K -566 -11%
W
1519
WealthCollab
Washington
$277K – – –
IA
1520
Insight Advisors
Pennsylvania
$277K +$54.9K +769 +20%
PSFG
1521
Park Square Financial Group
Georgia
$276K +$327K +4,582 New
BCM
1522
BluePointe Capital Management
California
$275K +$79.5K +1,114 +32%
RCP
1523
Rothschild Capital Partners
New York
$275K +$326K +4,560 New
DCM
1524
Dudley Capital Management
Virginia
$274K +$324K +4,542 New
CC
1525
Commons Capital
Massachusetts
$274K +$37.6K +527 +13%
59 60
61
62 63