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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1701
Cedar Brook Financial Partners
Ohio
$13.8M +$266K +2,050 +2%
DWM
1702
Darwin Wealth Management
Florida
$13.8M -$5.88M -45,399 -31%
HIC
1703
Holderness Investments Company
North Carolina
$13.8M +$22.3K +172 +0.2%
APW
1704
Aurora Private Wealth
New Jersey
$13.8M -$67.5K -521 -0.5%
SCM
1705
Stevens Capital Management
Pennsylvania
$13.8M +$5.26M +40,588 +68%
PSP
1706
Principal Street Partners
Tennessee
$13.8M +$1.71M +13,221 +15%
BONST
1707
Bank of Nova Scotia Trust
Ontario, Canada
$13.7M -$592K -4,569 -4%
SIP
1708
Stoneridge Investment Partners
Pennsylvania
$13.7M +$875K +6,756 +7%
AC
1709
Asio Capital
Kentucky
$13.7M +$7.23M +55,782 +126%
UHC
1710
Union Heritage Capital
Michigan
$13.7M -$1.3M -10,000 -9%
BCM
1711
Bowie Capital Management
Texas
$13.7M – – –
NM
1712
NWI Management
New York
$13.7M – – –
AF
1713
Ally Financial
Michigan
$13.7M +$7.77M +60,000 +150%
ACM
1714
Alight Capital Management
New York
$13.7M +$13M +100,000 New
EIP
1715
Ellis Investment Partners
Pennsylvania
$13.7M +$93.2K +719 +0.7%
DDC
1716
DF Dent & Co
Maryland
$13.7M -$2.15M -16,600 -14%
SFS
1717
Strategic Financial Services
New York
$13.6M -$433K -3,345 -3%
TFA
1718
Toth Financial Advisory
Virginia
$13.6M -$71K -548 -0.5%
GCA
1719
Gradient Capital Advisors
California
$13.6M +$115K +884 +0.9%
WSC
1720
Wellington Shields & Co
New York
$13.6M +$743K +5,734 +6%
AF
1721
Apexium Financial
Texas
$13.6M +$1.13M +8,716 +10%
AM
1722
Atwater Malick
Pennsylvania
$13.6M -$39.3K -303 -0.3%
SG
1723
StoneX Group
New York
$13.6M -$33.6K -259 -0.3%
ESB
1724
Essex Savings Bank
Connecticut
$13.6M +$236K +1,825 +2%
SS
1725
Simplicity Solutions
Minnesota
$13.6M +$1.72M +13,259 +15%
67 68
69
70 71