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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2526
McGuire Capital Advisors
Oklahoma
$1.77M +$1.72M +5,055 New
WHC
2527
Wulff, Hansen & Co
California
$1.77M – – –
CPSC
2528
Carl P. Sherr & Co
Massachusetts
$1.77M -$4.43K -13 -0.2%
LWM
2529
Level Wealth Management
North Carolina
$1.77M – – –
LOIP
2530
Live Oak Investment Partners
Texas
$1.77M -$107K -314 -6%
GDCM
2531
Galaxy Digital Capital Management
New York
$1.77M -$890K -2,611 -34%
AWP
2532
Accretive Wealth Partners
New Jersey
$1.77M +$164K +482 +11%
A
2533
AlphaQuest
New York
$1.77M +$1.04M +3,057 +154%
TWM
2534
Tradition Wealth Management
Minnesota
$1.77M -$26.2K -77 -2%
AWM
2535
Atticus Wealth Management
Florida
$1.77M +$2.04K +6 +0.1%
PCH
2536
PGIM Custom Harvest
New Jersey
$1.77M +$707K +2,076 +70%
FCM
2537
Fogel Capital Management
Florida
$1.76M +$1.27M +3,718 +283%
OPWM
2538
Oakwell Private Wealth Management
Texas
$1.76M +$115K +339 +7%
CWM
2539
Circle Wealth Management
New Jersey
$1.75M +$54.5K +160 +3%
PFA
2540
Professional Financial Advisors
Nebraska
$1.75M +$99.1K +291 +6%
EV
2541
EJMK Ventures
Illinois
$1.75M +$1.7M +4,987 New
CFA
2542
Cahill Financial Advisors
Minnesota
$1.75M -$7.16K -21 -0.4%
CH
2543
Cromwell Holdings
Wyoming
$1.75M – – –
CFM
2544
Catalyst Funds Management
Australia
$1.74M -$1.31M -3,840 -44%
RP
2545
Riverwater Partners
Wisconsin
$1.74M -$60.6K -178 -3%
KIM
2546
Kane Investment Management
California
$1.73M -$62.7K -184 -4%
NDSI
2547
Newman Dignan & Sheerar Inc
Rhode Island
$1.73M +$75.6K +222 +5%
RIM
2548
Redwood Investment Management
Arizona
$1.73M +$144K +424 +9%
LI
2549
LRI Investments
Florida
$1.72M -$51.4K -151 -0.5%
PCFFS
2550
Pacific Center for Financial Services
California
$1.72M – – –
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