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Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
2151
Associated Banc-Corp
Wisconsin
$258K +$3.5K +20 +1%
HWP
2152
Heritage Wealth Partners
Ohio
$257K – – –
AI
2153
Axiom Investors
Connecticut
$256K +$39.5K +226 +19%
IC
2154
Inscription Capital
Texas
$256K +$248K +1,419 New
MHC
2155
Meyer Handelman Company
New York
$254K -$54.9K -314 -18%
AWM
2156
Able Wealth Management
New Jersey
$254K +$52.8K +302 +27%
PCMC
2157
Private Capital Management (Colorado)
Colorado
$253K +$245K +1,404 New
A
2158
AJOVista
Massachusetts
$253K – – –
HG
2159
Herbst Group
Connecticut
$253K +$245K +1,400 New
SW
2160
StrongBox Wealth
Missouri
$252K – – –
MIM
2161
Morningstar Investment Management
Illinois
$252K – – –
FG
2162
Foster Group
Iowa
$251K +$244K +1,393 New
HNWAG
2163
High Net Worth Advisory Group
Florida
$251K +$243K +1,392 New
RCM
2164
Radnor Capital Management
Pennsylvania
$251K +$350 +2 +0.1%
AIA
2165
Angeles Investment Advisors
California
$251K +$243K +1,390 New
FWM
2166
Focused Wealth Management
New York
$251K +$33.9K +194 +16%
AWG
2167
Altus Wealth Group
Colorado
$250K +$242K +1,384 New
ODIJL
2168
One Day In July LLC
Vermont
$249K +$241K +1,380 New
NB
2169
NBT Bank
New York
$247K +$228K +1,306 +2,009%
KF
2170
KKM Financial
Illinois
$247K +$240K +1,371 New
TWM
2171
Tanager Wealth Management
United Kingdom
$247K +$239K +1,370 New
WTA
2172
Washington Trust Advisors
Massachusetts
$247K -$43.7K -250 -15%
LRPA
2173
L. Roy Papp & Associates
Arizona
$247K – – –
PW
2174
Peninsula Wealth
California
$247K -$6.29K -36 -3%
CWP
2175
Capital Wealth Planning
Florida
$246K -$269K -1,537 -53%
85 86
87
88 89