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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
4351
Elevated Private Wealth
Wisconsin
$3.4M +$3.36M +12,509 New
SMF
4352
Sterling Manor Financial
New York
$3.39M -$67.7K -252 -2%
CNTOF
4353
Canandaigua National Trust of Florida
New York
$3.39M +$494K +1,839 +17%
KW
4354
Keyvantage Wealth
Pennsylvania
$3.38M -$1.84M -6,867 -36%
ST
4355
Sageworth Trust
Pennsylvania
$3.38M -$11.1M -41,472 -77%
JBC
4356
Jefferson Bridge Capital
Tennessee
$3.38M +$3.34M +12,424 New
RCM
4357
Requisite Capital Management
Texas
$3.38M +$111K +412 +3%
CWM
4358
CarsonAllaria Wealth Management
Illinois
$3.37M -$4.83K -18 -0.1%
GCM
4359
Gallacher Capital Management
Colorado
$3.37M -$42.4K -158 -1%
LFS
4360
Leibman Financial Services
Nebraska
$3.37M -$1.08M -4,005 -24%
BTC
4361
Bank & Trust Company
Illinois
$3.37M -$41.1K -153 -1%
OCA
4362
Odyssey Capital Advisors
Pennsylvania
$3.36M +$3.32M +12,367 New
NIP
4363
Nicholas Investment Partners
California
$3.36M – – –
RWM
4364
RMG Wealth Management
Wisconsin
$3.35M +$94.2K +351 +3%
SFM
4365
Systematic Financial Management
New Jersey
$3.35M – – –
WA
4366
WESPAC Advisors
California
$3.35M +$10.5K +39 +0.3%
XSC
4367
X-Square Capital
Puerto Rico
$3.35M +$142K +530 +4%
CRI
4368
Commonwealth Retirement Investments
Virginia
$3.35M – – –
BCM
4369
Barden Capital Management
Texas
$3.34M -$133K -495 -4%
MWM
4370
Momentous Wealth Management
Washington
$3.34M +$187K +695 +6%
GFG
4371
Grantvest Financial Group
New Jersey
$3.34M -$25K -93 -0.8%
PFA
4372
Professional Financial Advisors
Nebraska
$3.34M +$1.07K +4 +0%
CFO
4373
Colony Family Offices
North Carolina
$3.34M -$311K -1,160 -9%
DSA
4374
Droms Strauss Advisors
Missouri
$3.34M -$583K -2,171 -15%
LOAMU
4375
Lombard Odier Asset Management (USA)
New York
$3.34M +$3.29M +12,272 New
173 174
175
176 177