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Name Holding Trade Value Shares
Change 		Change in
Stake
FPL
1901
Fortress Private Ledger
North Carolina
$355K -$243K -2,697 -38%
RWA
1902
Roberts Wealth Advisors
California
$354K -$20K -222 -5%
RIA
1903
Realta Investment Advisors
Delaware
$354K +$28.5K +317 +8%
OWA
1904
One Wealth Advisors
California
$353K – – –
AFS
1905
AFG Fiduciary Services
Massachusetts
$352K -$22.2K -247 -5%
OC
1906
Opinicus Capital
Florida
$352K +$67.1K +745 +21%
SIA
1907
SeaBridge Investment Advisors
New Jersey
$351K – – –
FCM
1908
Freshford Capital Management
New York
$349K -$11.5M -128,240 -97%
CNB
1909
Camden National Bank
Maine
$347K -$6.57K -73 -2%
BA
1910
Bluesphere Advisors
Pennsylvania
$345K -$26.7K -296 -7%
SWA
1911
Strata Wealth Advisors
Texas
$344K -$28K -311 -7%
PWM
1912
Purus Wealth Management
California
$344K +$12.6K +140 +3%
SSWM
1913
Strait & Sound Wealth Management
California
$344K +$10.5K +117 +3%
HA
1914
Huntleigh Advisors
Missouri
$343K – – –
QFW
1915
QTR Family Wealth
Florida
$341K -$32.4K -360 -7%
MM
1916
Morangie Management
Florida
$340K +$375K +4,160 New
OWA
1917
Opal Wealth Advisors
New York
$340K -$25.8K -286 -6%
SAM
1918
Seelaus Asset Management
New Jersey
$339K -$31.5K -350 -8%
AA
1919
Armis Advisers
Georgia
$339K +$126K +1,394 +44%
KIM
1920
Kestra Investment Management
Texas
$339K +$360 +4 +0.1%
RTC
1921
Real Talk Capital
Tennessee
$338K +$79.1K +878 +27%
NMC
1922
Nine Masts Capital
Hong Kong
$338K +$373K +4,141 New
TCBWMS
1923
Texas Capital Bank Wealth Management Services
Texas
$338K -$235K -2,609 -39%
OWM
1924
OneAscent Wealth Management
Alabama
$337K +$372K +4,130 New
TFGT
1925
TS Financial Group (TSFG)
Illinois
$335K +$45K +500 +14%
75 76
77
78 79