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Name Holding Trade Value Shares
Change
Change in
Stake
DO
1726
denkapparat Operations
Germany
$414K -$325K -4,438 -44%
AHL
1727
Abel Hall LLC
Louisiana
$414K +$21.6K +294 +5%
WCA
1728
Westover Capital Advisors
Delaware
$413K -$183K -2,500 -30%
FI
1729
Finivi Inc
Massachusetts
$412K -$455K -6,210 -52%
CCA
1730
Childress Capital Advisors
Texas
$410K -$5.72K -78 -1%
SGI
1731
Summit Global Investments
Utah
$409K -$247K -3,368 -37%
CCA
1732
Cora Capital Advisors
New Jersey
$409K +$807 +11 +0.2%
SW
1733
SVB Wealth
Massachusetts
$406K -$14.8K -202 -3%
Blackstone Inc
1734
Blackstone Inc
New York
$405K -$2.18M -29,746 -84%
PWA
1735
Prairie Wealth Advisors
Nebraska
$404K – – –
A
1736
Argentarii
Ohio
$403K +$41.8K +570 +12%
CL
1737
CSS LLC
Illinois
$403K +$410K +5,589 New
CWA
1738
Crux Wealth Advisors
California
$401K -$33K -450 -7%
SWM
1739
Steinberganna Wealth Management
New York
$401K – – –
OL
1740
OneFund LLC
Florida
$400K -$11.7K -159 -3%
CA
1741
Cornerstone Advisory
Maryland
$398K -$13.2K -180 -3%
WIA
1742
Wealthedge Investment Advisors
New York
$397K +$151K +2,065 +60%
SCP
1743
Sivia Capital Partners
California
$395K -$442K -6,027 -52%
BWS
1744
Broadway Wealth Solutions
Texas
$391K -$2.27K -31 -0.6%
OWA
1745
One Wealth Advisors
California
$391K +$15.3K +208 +4%
VCM
1746
Versant Capital Management
Arizona
$391K -$158K -2,156 -28%
DWM
1747
Drive Wealth Management
Utah
$391K -$53.5K -729 -12%
JHP
1748
James Hambro & Partners
United Kingdom
$391K +$397K +5,417 New
CFA
1749
Churchill Financial Advisors
Kentucky
$391K +$63.9K +872 +19%
ISWM
1750
Intesa Sanpaolo Wealth Management
$390K +$94K +1,282 +31%