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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1951
SS&H Financial Advisors
Michigan
$3.34M +$338 +1 +0%
CWP
1952
Concord Wealth Partners
Virginia
$3.34M +$114K +338 +4%
CBA
1953
Coastal Bridge Advisors
Connecticut
$3.34M +$1.94M +5,740 +152%
ITC
1954
Inspire Trust Company
Nevada
$3.33M – – –
AW
1955
Alaethes Wealth
Nevada
$3.32M +$58.2K +172 +2%
SMH
1956
Sanders Morris Harris
Texas
$3.32M -$25.4K -75 -0.8%
TWM
1957
TCFG Wealth Management
California
$3.32M -$4.4K -13 -0.1%
TPW
1958
Turn8 Private Wealth
$3.32M -$812K -2,399 -20%
RCIM
1959
Red Cedar Investment Management
Michigan
$3.32M +$760K +2,247 +31%
VIA
1960
Victrix Investment Advisors
Florida
$3.31M +$35.9K +106 +1%
TGCMU
1961
Titan Global Capital Management USA
New York
$3.31M +$311K +918 +11%
KWM
1962
Koa Wealth Management
California
$3.31M -$376K -1,112 -11%
NCGI
1963
Next Century Growth Investors
Minnesota
$3.31M +$2.71K +8 +0.1%
NL
1964
NWAM LLC
Washington
$3.3M -$595K -1,758 -16%
ACL
1965
Applied Capital LLC
Florida
$3.3M +$1.35K +4 +0%
UIA
1966
Ulland Investment Advisors
Minnesota
$3.3M -$1.23M -3,641 -28%
VIS
1967
Vega Investment Solutions
France
$3.29M +$3.18M +9,396 New
FFM
1968
Forum Financial Management
Illinois
$3.29M -$222K -656 -7%
1W
1969
1776 Wealth
Georgia
$3.28M -$25.4K -75 -0.8%
PCMK
1970
Paragon Capital Management (Kansas)
Kansas
$3.28M -$98.1K -290 -3%
CA
1971
Continuum Advisory
Idaho
$3.27M -$5.41K -16 -0.2%
HAC
1972
Harbor Advisory Corp
New Hampshire
$3.27M – – –
IC
1973
Inscription Capital
Texas
$3.27M +$3.96M +11,708 New
MCCA
1974
Mill Creek Capital Advisors
Pennsylvania
$3.25M +$789K +2,332 +34%
WPW
1975
Waldron Private Wealth
Pennsylvania
$3.23M -$3.43M -10,136 -52%
77 78
79
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