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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2451
Curated Wealth Partners
California
$662K -$37.4K -181 -5%
ACA
2452
Ackerman Capital Advisors
Texas
$662K – – –
EWA
2453
Encompass Wealth Advisors
Oregon
$661K -$61.4K -297 -8%
BWA
2454
BDO Wealth Advisors
Florida
$658K -$20K -97 -3%
RP
2455
Riverwater Partners
Wisconsin
$655K +$688K +3,328 New
CCFM
2456
Clear Creek Financial Management
Washington
$654K +$155K +748 +29%
WMA
2457
Wealth Management Associates
New Jersey
$652K -$62K -300 -8%
DA
2458
Detalus Advisors
Missouri
$648K – – –
MCM
2459
Morton Capital Management
California
$646K +$20.5K +99 +3%
LWM
2460
Liberty Wealth Management
California
$646K +$41.3K +200 +6%
PWM
2461
Prentice Wealth Management
New York
$645K +$100K +486 +17%
GIP
2462
Greatmark Investment Partners
Georgia
$641K +$41.3K +200 +7%
TCPWM
2463
Traverso Chambers Private Wealth Management
California
$638K -$50.2K -243 -7%
FBA
2464
Front Barnett Associates
Illinois
$638K – – –
BFM
2465
Boothbay Fund Management
New York
$638K +$289K +1,399 +76%
BCA
2466
Bay Colony Advisors
Massachusetts
$637K -$176K -853 -22%
WA
2467
Wealth Architects
California
$635K -$32K -155 -5%
PP
2468
Patron Partners
Texas
$634K +$1.86K +9 +0.3%
OPPTF
2469
OPSEU Pension Plan Trust Fund
Ontario, Canada
$632K +$191K +925 +40%
WA
2470
Waverly Advisors
Alabama
$631K +$31.8K +154 +5%
APA
2471
Astoria Portfolio Advisors
New York
$630K +$26.9K +130 +4%
DHFB
2472
Dixon Hubard Feinour & Brown
Virginia
$628K -$75.8K -367 -10%
FFA
2473
Fi3 Financial Advisors
Indiana
$628K +$36.4K +176 +6%
AWA
2474
Amplius Wealth Advisors
Pennsylvania
$625K -$34.9K -169 -5%
TWM
2475
Tradition Wealth Management
Minnesota
$625K +$8.06K +39 +1%
97 98
99
100 101