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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2451
Paragon Wealth Strategies
Florida
$6.52M -$400K -2,549 -5%
CI
2452
Ceera Investments
Texas
$6.52M -$190K -1,213 -3%
PHIC
2453
Pine Haven Investment Counsel
Massachusetts
$6.52M -$29.8K -190 -0.4%
KA
2454
Kozak & Associates
Colorado
$6.51M +$981K +6,253 +15%
CA
2455
Centerpoint Advisors
Massachusetts
$6.51M -$3.33M -21,223 -31%
RI
2456
Redwood Investments
Massachusetts
$6.51M -$696K -4,432 -9%
SFS
2457
Solitude Financial Services
Virginia
$6.5M -$1.57M -10,015 -18%
SAM
2458
Seelaus Asset Management
New Jersey
$6.5M -$80K -510 -1%
CWP
2459
Curated Wealth Partners
California
$6.49M +$19.1K +122 +0.3%
SCM
2460
Spreng Capital Management
Ohio
$6.48M -$549K -3,497 -7%
UBG
2461
United Bank (Georgia)
Georgia
$6.47M +$53K +338 +0.7%
OIM
2462
Opus Investment Management
Massachusetts
$6.47M – – –
WAAG
2463
Wealth Alliance Advisory Group
Kansas
$6.46M -$67.8K -432 -0.9%
APW
2464
Aurora Private Wealth
New Jersey
$6.46M +$170K +1,086 +2%
SAM
2465
Synergy Asset Management
Washington
$6.46M -$4.89M -31,153 -40%
CC
2466
Centiva Capital
New York
$6.46M -$2.7M -17,180 -27%
FA
2467
Fountainhead AM
New Jersey
$6.45M -$149K -951 -2%
MPA
2468
Marvin & Palmer Associates
Delaware
$6.45M – – –
APWM
2469
Atlas Private Wealth Management
New York
$6.45M +$73.3K +467 +1%
ONST
2470
Old North State Trust
North Carolina
$6.45M +$7.32M +46,628 +99,209%
SIC
2471
SJS Investment Consulting
Ohio
$6.44M +$7.31M +46,588 New
D
2472
Diversified
Delaware
$6.44M +$950K +6,052 +15%
AC
2473
Albar Capital
United Kingdom
$6.43M +$7.3M +46,540 New
TCM
2474
Tanaka Capital Management
New York
$6.42M – – –
FC
2475
Financial Council
Maryland
$6.42M +$1.29M +8,242 +22%
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