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Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2901
Granite Harbor Advisors
Texas
$1.08M +$91.3K +262 +9%
CWP
2902
Curated Wealth Partners
California
$1.08M -$81.9K -235 -7%
BBW
2903
Blue Barn Wealth
Utah
$1.08M +$50.9K +146 +5%
PWM
2904
PBMares Wealth Management
Virginia
$1.08M +$19.5K +56 +2%
FCB
2905
First County Bank
Connecticut
$1.08M -$97.9K -281 -8%
PCWA
2906
Pacific Capital Wealth Advisors
California
$1.08M -$26.5K -76 -2%
QFA
2907
Quantum Financial Advisors
California
$1.07M -$337K -966 -24%
QFW
2908
QTR Family Wealth
Florida
$1.07M +$245K +703 +30%
SIAG
2909
Safeguard Investment Advisory Group
California
$1.07M -$188K -539 -15%
HCM
2910
Hutchinson Capital Management
California
$1.07M -$96.5K -277 -8%
PMFA
2911
Plante Moran Financial Advisors
Michigan
$1.07M -$27.2K -78 -3%
WPA
2912
West Paces Advisors
Georgia
$1.07M +$349 +1 +0%
CAM
2913
Campion Asset Management
Virginia
$1.06M -$20.9K -60 -2%
RLIM
2914
Red Lighthouse Investment Management
New York
$1.06M +$9.76K +28 +0.9%
PAS
2915
PKS Advisory Services
New York
$1.06M +$9.41K +27 +0.9%
EC
2916
Eleva Capital
France
$1.06M +$1.04M +2,984 New
BCM
2917
BluePath Capital Management
Georgia
$1.06M -$2.09K -6 -0.2%
EL
2918
EWA LLC
Pennsylvania
$1.06M +$155K +446 +18%
BAM
2919
Broyhill Asset Management
North Carolina
$1.05M – – –
ACM
2920
Arcataur Capital Management
Wisconsin
$1.05M +$18.1K +52 +2%
NFG
2921
Northeast Financial Group
Pennsylvania
$1.05M +$42.9K +123 +4%
KNFPWM
2922
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.05M +$763K +2,189 +283%
WA
2923
Wealth Architects
California
$1.05M -$9.76K -28 -0.9%
FGWP
2924
Founders Grove Wealth Partners
Virginia
$1.04M -$117K -337 -10%
CFS
2925
Commonwealth Financial Services
West Virginia
$1.04M +$57.9K +166 +6%
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