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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1851
High Pines Wealth Management
Massachusetts
$233K +$321K +848 New
TCBWMS
1852
Texas Capital Bank Wealth Management Services
Texas
$232K – – –
CCA
1853
Column Capital Advisors
Indiana
$232K +$4.54K +12 +1%
BC
1854
Burleson & Co
California
$231K +$250K +661 +373%
CPIA
1855
Cornell Pochily Investment Advisors
New York
$230K -$302K -797 -49%
AMCA
1856
Arthur M. Cohen & Associates
Illinois
$230K +$75.7K +200 +31%
RIA
1857
Richwood Investment Advisors
Ohio
$230K +$82.5K +218 +35%
ATWA
1858
Arbor Trust Wealth Advisors
Michigan
$229K – – –
CMI
1859
Clare Market Investments
Texas
$228K +$378 +1 +0.1%
PGIM
1860
Pacific Global Investment Management
California
$226K -$14K -37 -4%
CFS
1861
CRA Financial Services
New Jersey
$226K +$35.2K +93 +13%
DCM
1862
DGS Capital Management
New Jersey
$226K +$63.6K +168 +26%
SHFA
1863
SC&H Financial Advisors
Maryland
$225K -$71.9K -190 -19%
RT
1864
Rockland Trust
Massachusetts
$225K -$60.9K -161 -16%
BC
1865
Bridgefront Capital
Texas
$225K +$309K +817 New
NL
1866
NWAM LLC
Washington
$224K -$70.4K -186 -19%
GA
1867
Geller Advisors
New York
$223K -$149K -394 -33%
SFP
1868
Sandbox Financial Partners
Maryland
$223K +$7.95K +21 +3%
MTWM
1869
Masso Torrence Wealth Management
New Jersey
$223K +$10.6K +28 +4%
PFWA
1870
Paces Ferry Wealth Advisors
Georgia
$222K -$1.14K -3 -0.4%
TWI
1871
Thomas White International
Illinois
$222K – – –
CWM
1872
Centric Wealth Management
Illinois
$222K +$3.4K +9 +1%
OC
1873
Oakworth Capital
Alabama
$222K +$13.6K +36 +5%
ACM
1874
Ategra Capital Management
Virginia
$220K – – –
AF
1875
AtlasMark Financial
Texas
$220K – – –
73 74
75
76 77