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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2101
Drive Wealth Management
Utah
$467K +$18.3K +422 +4%
PFM
2102
Peak Financial Management
Massachusetts
$467K -$4.46K -103 -0.9%
HAIM
2103
Hunter Associates Investment Management
Pennsylvania
$467K -$823 -19 -0.2%
VPP
2104
Vertex Planning Partners
Illinois
$467K +$909 +21 +0.2%
OCBCO
2105
Oversea-Chinese Banking Corp (OCBC)
Singapore
$465K -$399K -9,203 -46%
CCA
2106
Childress Capital Advisors
Texas
$465K -$2.64K -61 -0.6%
SCA
2107
SMH Capital Advisors
Texas
$464K -$6.54K -151 -1%
DDC
2108
DF Dent & Co
Maryland
$464K +$86.6K +1,999 +23%
IWA
2109
Invera Wealth Advisors
Oregon
$464K -$160K -3,701 -26%
SCM
2110
Silvant Capital Management
Georgia
$462K – – –
WHC
2111
Wulff, Hansen & Co
California
$462K – – –
CFS
2112
Commonwealth Financial Services
West Virginia
$460K +$44.1K +1,019 +11%
SRC
2113
Shufro Rose & Co
New York
$460K – – –
TC
2114
Trilogy Capital
California
$459K +$230K +5,308 +100%
BBA
2115
Baader Bank Aktiengesellschaft
Germany
$458K +$157K +3,614 +46%
MAWA
2116
Moss Adams Wealth Advisors
Washington
$458K +$8.01K +185 +2%
TWP
2117
Tower Wealth Partners
Pennsylvania
$458K +$31.7K +731 +7%
GFPC
2118
Global Financial Private Client
Florida
$458K +$390K +9,006 +574%
BHIA
2119
Birch Hill Investment Advisors
Massachusetts
$455K -$43.3K -1,000 -9%
FFS
2120
Fortress Financial Solutions
Arizona
$454K +$20.1K +463 +5%
HCMT
2121
Highland Capital Management (Tennessee)
Tennessee
$453K – – –
AAA
2122
American Alpha Advisors
New York
$453K +$16.8K +389 +4%
IA
2123
IFC Advisors
California
$453K – – –
DFCM
2124
Dark Forest Capital Management
Puerto Rico
$453K -$370K -8,539 -45%
LBC
2125
Leigh Baldwin & Co
New York
$453K -$26.2K -605 -5%
83 84
85
86 87