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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2401
ShoreHaven Wealth Partners
New Jersey
$333K +$3.15K +57 +0.9%
BCA
2402
Biltmore Capital Advisors
New Jersey
$333K +$6.97K +126 +2%
MAM
2403
Marotta Asset Management
Virginia
$332K – – –
WF
2404
WoodTrust Financial
Wisconsin
$331K +$339K +6,124 New
BMC
2405
Benin Management Corp
Connecticut
$330K -$6.8K -123 -2%
SFS
2406
Solitude Financial Services
Virginia
$329K +$89.6K +1,619 +36%
HGWM
2407
Horst & Graben Wealth Management
Oregon
$327K +$1.11K +20 +0.3%
CWP
2408
Curated Wealth Partners
California
$327K +$6.36K +115 +2%
WFA
2409
WestHill Financial Advisors
California
$327K +$335K +6,050 New
LAS
2410
Lloyd Advisory Services
Georgia
$325K +$7.52K +136 +2%
BWM
2411
BT Wealth Management
Georgia
$324K -$332K -6,000 -50%
HAC
2412
Harbor Advisory Corp
New Hampshire
$323K +$331K +5,983 New
APC
2413
Aspire Private Capital
North Carolina
$322K -$19.6K -354 -6%
CCP
2414
Cardan Capital Partners
Colorado
$322K +$16.3K +295 +5%
NCM
2415
Northside Capital Management
Oregon
$321K – – –
RAM
2416
Riggs Asset Management
Pennsylvania
$321K – – –
CG
2417
Clarus Group
Texas
$321K +$443 +8 +0.1%
CL
2418
COWA LLC
Oklahoma
$320K +$166 +3 +0.1%
WFPG
2419
Waller Financial Planning Group
Ohio
$318K +$14.6K +264 +5%
ACH
2420
ArrowMark Colorado Holdings
Colorado
$317K – – –
NP
2421
NS Partners
United Kingdom
$316K -$242K -4,379 -43%
MIFH
2422
Migdal Insurance & Financial Holdings
Israel
$315K +$32.6K +590 +11%
TFGT
2423
TS Financial Group (TSFG)
Illinois
$314K -$31.8K -575 -9%
AIM
2424
Arcadia Investment Management
Michigan
$314K -$23K -415 -7%
RPG
2425
Resource Planning Group
Georgia
$314K -$15.2K -275 -5%
95 96
97
98 99