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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1251
Convergence Investment Partners
Florida
$309K -$15.1K -112 -5%
IIA
1252
IPG Investment Advisors
California
$308K -$33.6K -250 -10%
JCM
1253
Jacobi Capital Management
Pennsylvania
$308K +$34.5K +257 +14%
TSWM
1254
Tyler-Stone Wealth Management
Ohio
$308K +$288K +2,139 New
ANTB
1255
AMG National Trust Bank
Colorado
$307K – – –
PWM
1256
PRW Wealth Management
Massachusetts
$307K +$403 +3 +0.1%
FFG
1257
Frisch Financial Group
New York
$307K +$287K +2,135 New
MF
1258
Manchester Financial
California
$306K -$292K -2,175 -51%
KWM
1259
Kolinsky Wealth Management
New Jersey
$305K +$285K +2,118 New
GG
1260
Gofen & Glossberg
Illinois
$304K -$10.1K -75 -3%
PPW
1261
Pinnacle Private Wealth
Massachusetts
$303K +$283K +2,105 New
DLG
1262
Daniel L. Goodwin
$302K – – –
SOAMC
1263
Spirit of America Management Corp
New York
$302K – – –
ACA
1264
Aptus Capital Advisors
Alabama
$301K +$281K +2,088 New
AAS
1265
Annex Advisory Services
Wisconsin
$300K +$281K +2,087 New
WP
1266
WealthShield Partners
North Carolina
$299K +$280K +2,081 New
PCG
1267
Private Capital Group
Connecticut
$298K +$55.4K +412 +25%
PSP
1268
Principal Street Partners
Tennessee
$298K +$279K +2,072 New
MHR
1269
Matthew Hamilton Rosenberg
$297K +$16.8K +125 +6%
AA
1270
Advisory Alpha
Michigan
$297K +$277K +2,064 New
BWM
1271
Buckley Wealth Management
Nevada
$296K -$40.3K -300 -13%
LW
1272
Linscomb Wealth
Texas
$296K +$403 +3 +0.1%
GCIA
1273
Gabelli & Co Investment Advisers
New York
$295K +$6.72K +50 +3%
RWA
1274
Ropes Wealth Advisors
Massachusetts
$293K -$25.3K -188 -8%
AWM
1275
Atticus Wealth Management
Florida
$292K -$57.8K -430 -18%
49 50
51
52 53