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Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
1751
Consolidated Portfolio Review Corp
New York
$318K -$1.58K -7 -0.5%
W
1752
WealthCollab
Washington
$318K – – –
AGP
1753
Autumn Glory Partners
Texas
$317K – – –
WF
1754
Welch & Forbes
Massachusetts
$317K -$15.8K -70 -5%
WA
1755
Wealth Alliance
New York
$317K +$61.3K +272 +23%
PCM
1756
Presidio Capital Management
California
$317K – – –
CNWM
1757
Clay Northam Wealth Management
California
$316K – – –
SIAP
1758
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K +$330K +1,462 New
SWIM
1759
Smallwood Wealth Investment Management
New Jersey
$315K -$9.47K -42 -3%
RFA
1760
Rollins Financial Advisors
New York
$315K +$329K +1,460 New
MWAM
1761
Manhattan West Asset Management
California
$315K -$1.13K -5 -0.3%
ST
1762
Spinnaker Trust
Maine
$315K – – –
SIM
1763
SSI Investment Management
California
$315K – – –
PD
1764
Planning Directions
Pennsylvania
$314K – – –
TCM
1765
Telos Capital Management
California
$313K +$32.2K +143 +11%
WTA
1766
Washington Trust Advisors
Massachusetts
$313K -$8.57K -38 -3%
TCG
1767
Transcendent Capital Group
Oklahoma
$313K – – –
HAS
1768
HBW Advisory Services
California
$312K -$45.5K -202 -12%
CCM
1769
Campbell Capital Management
Florida
$312K -$16.9K -75 -5%
SF
1770
Slagle Financial
Illinois
$312K +$9.7K +43 +3%
GPW
1771
Genesis Private Wealth
Virginia
$311K -$1.35K -6 -0.4%
RFA
1772
RTD Financial Advisors
Pennsylvania
$311K – – –
SPWM
1773
Spartan Planning & Wealth Management
North Carolina
$311K +$225 +1 +0.1%
PIM
1774
Penobscot Investment Management
Massachusetts
$311K – – –
BFA
1775
Beaumont Financial Advisors
Massachusetts
$311K +$3.38K +15 +1%
69 70
71
72 73