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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2926
Bellevue Asset Management
Washington
$45K -$5.64K -139 -11%
TM
2927
Torren Management
California
$44.8K +$44.7K +1,101 New
T
2928
Tidemark
California
$44.2K +$162 +4 +0.4%
APW
2929
Acima Private Wealth
Virginia
$42.4K – – –
FA
2930
Fountainhead AM
New Jersey
$41.7K -$211K -5,198 -84%
ASCM
2931
Adkins Seale Capital Management
Louisiana
$41.3K +$41.2K +1,015 New
BSC
2932
Brown Shipley & Co
United Kingdom
$41.3K – – –
RWM
2933
Raffa Wealth Management
District of Columbia
$41.2K +$4.38K +108 +12%
QPBE
2934
Quintet Private Bank (Europe)
Luxembourg
$40.7K – – –
DT
2935
DV Trading
Illinois
$40.7K +$40.6K +1,000 New
HIA
2936
HFM Investment Advisors
New Jersey
$40.6K -$162 -4 -0.4%
NOI
2937
Newton One Investments
Delaware
$40.1K +$81 +2 +0.2%
SC
2938
Stephens Consulting
Michigan
$40K +$1.09K +27 +3%
WG
2939
Wellington Group
Indiana
$39.8K +$39.6K +977 New
MCM
2940
MidAtlantic Capital Management
Virginia
$39.7K +$39.5K +975 New
EPG
2941
Estate Planners Group
Pennsylvania
$39.3K +$39.1K +964 New
MTC
2942
Matrix Trust Company
Colorado
$39K +$9.65K +238 +33%
BGA
2943
Battery Global Advisors
Massachusetts
$39K – – –
SHIM
2944
Stone House Investment Management
Pennsylvania
$38.2K +$5.52K +136 +17%
RWS
2945
Retirement Wealth Solutions
Wisconsin
$38K -$3.73K -92 -9%
WAM
2946
Westport Asset Management
Connecticut
$37.9K – – –
IWMWV
2947
Ironwood Wealth Management (West Virginia)
West Virginia
$37.9K – – –
KFP
2948
Kerr Financial Planning
California
$37.7K +$20.4K +504 +171%
HHMI
2949
Howard Hughes Medical Institute
Maryland
$37K +$81 +2 +0.2%
CTWM
2950
Cherry Tree Wealth Management
Minnesota
$36.8K +$18.1K +445 +97%
116 117
118
119 120