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Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
2901
Quintet Private Bank (Europe)
Luxembourg
$44K +$43.3K +1,000 New
NOI
2902
Newton One Investments
Delaware
$43.3K +$43 +1 +0.1%
GA
2903
GoalVest Advisory
New York
$42.6K – – –
BGA
2904
Battery Global Advisors
Massachusetts
$42.1K – – –
SC
2905
Stephens Consulting
Michigan
$42K -$16K -370 -28%
HHMI
2906
Howard Hughes Medical Institute
Maryland
$39.8K -$130 -3 -0.3%
RWM
2907
Raffa Wealth Management
District of Columbia
$39.7K -$8.74K -202 -18%
IW
2908
Imprint Wealth
South Carolina
$39.6K +$39K +901 New
TCM
2909
TD Capital Management
Tennessee
$39.3K -$3.55K -82 -8%
SR
2910
Syntax Research
Florida
$38.8K – – –
W
2911
WealthCollab
Washington
$38.8K – – –
FCMT
2912
Founders Capital Management (Texas)
Texas
$38.5K – – –
GJIA
2913
Glass Jacobson Investment Advisors
Maryland
$38.4K +$5.2K +120 +16%
GK
2914
Graney & King
New York
$38.4K +$519 +12 +1%
RPA
2915
Redwood Park Advisors
California
$38K -$21.3K -492 -36%
WAM
2916
Westport Asset Management
Connecticut
$37.9K – – –
IWMWV
2917
Ironwood Wealth Management (West Virginia)
West Virginia
$37.3K – – –
TCA
2918
Trifecta Capital Advisors
Illinois
$37K +$13K +300 +55%
CWM
2919
Cedar Wealth Management
California
$37K +$11.9K +276 +49%
AS
2920
Altshuler Shaham
Israel
$36.9K +$18.7K +431 +106%
BT
2921
Banque Transatlantique
France
$36.5K – – –
TWM
2922
Tripletail Wealth Management
Florida
$36.3K +$37.8K +874 New
TTIC
2923
Tower Trust & Investment Company
Iowa
$36K – – –
JEST
2924
JTC Employer Solutions Trustee
Jersey
$36K – – –
AWM
2925
Ameliora Wealth Management
Switzerland
$35.4K -$86.6K -2,000 -71%
115 116
117
118 119