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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
951
Sandbox Financial Partners
Maryland
$629K -$307 -2 -0%
EWM
952
Elite Wealth Management
Washington
$628K -$290K -1,890 -27%
CWM
953
C2C Wealth Management
Arizona
$628K -$63.2K -412 -8%
MS
954
Maven Securities
Jersey
$628K +$193K +1,261 +32%
DWM
955
Dakota Wealth Management
Florida
$626K +$794K +5,175 New
EA
956
Eclectic Associates
California
$625K -$112K -728 -12%
MIC
957
Maxi Investments CY
Cyprus
$624K – – –
DSA
958
Droms Strauss Advisors
Missouri
$622K -$19.9K -130 -2%
PK
959
Pflug Koory
Nebraska
$622K +$767 +5 +0.1%
TT
960
TI-Trust
Illinois
$622K +$46K +300 +6%
VWA
961
V Wealth Advisors
Kansas
$621K -$137K -891 -15%
GDP
962
Great Diamond Partners
Maine
$620K +$4.91K +32 +0.6%
TCA
963
Transcend Capital Advisors
New Jersey
$619K +$13.8K +90 +2%
AFA
964
Arlington Financial Advisors
California
$618K – – –
ANB
965
Amarillo National Bank
Texas
$617K +$76.7K +500 +11%
TA
966
TFG Advisers
Michigan
$616K +$14.4K +94 +2%
HTC
967
Haverford Trust Company
Pennsylvania
$615K -$267K -1,741 -26%
GIBU
968
Gulf International Bank (UK)
United Kingdom
$615K +$38K +248 +5%
SWIM
969
Smallwood Wealth Investment Management
New Jersey
$613K -$92K -600 -11%
SAM
970
Silvercrest Asset Management
New York
$611K -$1.73M -11,305 -69%
MAG
971
MRA Advisory Group
New Jersey
$610K +$99.8K +651 +16%
KA
972
Kerrisdale Advisers
Florida
$609K -$3.92M -25,584 -84%
HWM
973
Hohimer Wealth Management
Washington
$609K -$7.67K -50 -1%
WPP
974
Whalerock Point Partners
Rhode Island
$609K – – –
CAI
975
Capital Advisors Inc
Oklahoma
$608K -$153 -1 -0%
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