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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1676
Independence Advisors
Pennsylvania
$457K -$11.3K -32 -2%
SWM
1677
Sugarloaf Wealth Management
Georgia
$456K +$495K +1,399 New
IFO
1678
Independent Family Office
New York
$456K +$496K +1,400 New
CIP
1679
Convergence Investment Partners
Florida
$452K -$6.73K -19 -1%
GWCM
1680
Godshalk Welsh Capital Management
Pennsylvania
$451K – – –
HH
1681
Hilltop Holdings
Texas
$449K -$2.31M -6,516 -83%
AWMF
1682
Arbor Wealth Management (Florida)
Florida
$449K +$488K +1,378 New
CYG
1683
Clean Yield Group
Vermont
$445K – – –
BCA
1684
Berman Capital Advisors
Georgia
$444K +$3.89K +11 +0.8%
PAMG
1685
Patton Albertson Miller Group
Tennessee
$442K -$19.8K -56 -4%
CS
1686
Cannell & Spears
New York
$441K -$228K -645 -32%
BFG
1687
Bouchey Financial Group
New York
$441K – – –
TCM
1688
Telos Capital Management
California
$439K -$55.9K -158 -10%
TCPWM
1689
Traverso Chambers Private Wealth Management
California
$439K – – –
CIA
1690
CSat Investment Advisory
Michigan
$439K +$73.6K +208 +18%
APG
1691
Abacus Planning Group
South Carolina
$438K -$44.3K -125 -8%
CPA
1692
Court Place Advisors
Maryland
$438K -$35.4K -100 -7%
TI
1693
Tidal Investments
Wisconsin
$438K +$73.6K +208 +18%
IWAG
1694
Integer Wealth Advisors Group
Georgia
$436K +$486K +1,372 New
TC
1695
TAP Consulting
Missouri
$435K +$92K +260 +24%
FP
1696
Fiduciary Planning
Florida
$434K +$485K +1,370 New
CIAS
1697
Capital Investment Advisory Services
North Carolina
$433K +$176K +497 +60%
BO
1698
BRR OpCo
Ohio
$432K -$126K -355 -21%
BWFA
1699
Baltimore-Washington Financial Advisors
Maryland
$431K -$42.8K -121 -8%
CMANY
1700
Capital Management Associates (New York)
New York
$430K +$467K +1,320 New
66 67
68
69 70