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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2401
Halbert Hargrove Global Advisors
California
$333K -$2.6K -47 -0.8%
SWP
2402
ShoreHaven Wealth Partners
New Jersey
$333K +$3.15K +57 +0.9%
BCA
2403
Biltmore Capital Advisors
New Jersey
$333K +$6.97K +126 +2%
MAM
2404
Marotta Asset Management
Virginia
$332K – – –
WF
2405
WoodTrust Financial
Wisconsin
$331K +$339K +6,124 New
BMC
2406
Benin Management Corp
Connecticut
$330K -$6.8K -123 -2%
SFS
2407
Solitude Financial Services
Virginia
$329K +$89.6K +1,619 +36%
HGWM
2408
Horst & Graben Wealth Management
Oregon
$327K +$1.11K +20 +0.3%
CWP
2409
Curated Wealth Partners
California
$327K +$6.36K +115 +2%
WFA
2410
WestHill Financial Advisors
California
$327K +$335K +6,050 New
LAS
2411
Lloyd Advisory Services
Georgia
$325K +$7.52K +136 +2%
BWM
2412
BT Wealth Management
Georgia
$324K -$332K -6,000 -50%
HAC
2413
Harbor Advisory Corp
New Hampshire
$323K +$331K +5,983 New
APC
2414
Aspire Private Capital
North Carolina
$322K -$19.6K -354 -6%
CCP
2415
Cardan Capital Partners
Colorado
$322K +$16.3K +295 +5%
NCM
2416
Northside Capital Management
Oregon
$321K – – –
RAM
2417
Riggs Asset Management
Pennsylvania
$321K – – –
CG
2418
Clarus Group
Texas
$321K +$443 +8 +0.1%
CL
2419
COWA LLC
Oklahoma
$320K +$166 +3 +0.1%
WFPG
2420
Waller Financial Planning Group
Ohio
$318K +$14.6K +264 +5%
ACH
2421
ArrowMark Colorado Holdings
Colorado
$317K – – –
NP
2422
NS Partners
United Kingdom
$316K -$242K -4,379 -43%
MIFH
2423
Migdal Insurance & Financial Holdings
Israel
$315K +$32.6K +590 +11%
TFGT
2424
TS Financial Group (TSFG)
Illinois
$314K -$31.8K -575 -9%
AIM
2425
Arcadia Investment Management
Michigan
$314K -$23K -415 -7%
95 96
97
98 99