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Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
4126
Hudson Portfolio Management
New York
$1.9M -$83.5K -452 -4%
NOI
4127
Newton One Investments
Delaware
$1.89M -$411K -2,227 -18%
CCM
4128
Cohen Capital Management
California
$1.89M – – –
WAM
4129
Weinberger Asset Management
California
$1.89M +$49.1K +266 +3%
I2I
4130
Insight 2811 Inc
Illinois
$1.89M -$15.3K -83 -0.8%
3F
4131
360 Financial
Minnesota
$1.89M -$100K -544 -5%
SAS
4132
Stelac Advisory Services
New York
$1.89M -$477K -2,586 -21%
DP
4133
Divergent Planning
Maryland
$1.89M -$35.5K -192 -2%
TSW
4134
Three Seasons Wealth
Utah
$1.89M -$85.5K -463 -5%
PEA
4135
Park Edge Advisors
Ohio
$1.88M -$337K -1,827 -16%
CWM
4136
CarsonAllaria Wealth Management
Illinois
$1.88M +$218K +1,178 +14%
1IA
4137
1620 Investment Advisors
Massachusetts
$1.88M -$101K -545 -5%
DWM
4138
Dopkins Wealth Management
New York
$1.88M -$594K -3,219 -25%
BFG
4139
Baron Financial Group
New Jersey
$1.87M +$554 +3 +0%
BA
4140
Brightwater Advisory
Florida
$1.87M +$1.79M +9,703 New
MCM
4141
Mainstay Capital Management
Michigan
$1.87M -$414K -2,244 -19%
MG
4142
Marex Group
$1.86M +$1.78M +9,646 New
MIM
4143
Miller Investment Management
Pennsylvania
$1.86M – – –
AFS
4144
Access Financial Services
Minnesota
$1.85M – – –
VF
4145
Vawter Financial
Ohio
$1.85M -$108K -587 -6%
TF
4146
Threadgill Financial
Texas
$1.84M +$458K +2,479 +35%
PFC
4147
Phocas Financial Corp
California
$1.83M -$3.47M -18,782 -66%
HKAM
4148
Horizon Kinetics Asset Management
New York
$1.83M -$104K -565 -6%
OTL
4149
Oak Thistle LLC
New York
$1.83M +$990K +5,362 +129%
C
4150
Croban
Ohio
$1.83M +$1.35M +7,299 New
164 165
166
167 168