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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
851
Accretive Wealth Partners
New Jersey
$953K +$962K +13,204 New
BONH
852
Bank of New Hampshire
New Hampshire
$947K -$54.1K -742 -5%
DPIM
853
Duff & Phelps Investment Management
Illinois
$945K +$6.05K +83 +0.6%
BRWM
854
B. Riley Wealth Management
Tennessee
$944K +$54.5K +748 +6%
DBT
855
Dubuque Bank & Trust
Iowa
$941K -$1.38K -19 -0.1%
SPFA
856
Summit Place Financial Advisors
New Jersey
$938K -$126K -1,725 -12%
MYIA
857
Mount Yale Investment Advisors
Colorado
$934K +$45.8K +628 +5%
GBT
858
Grove Bank & Trust
Florida
$934K +$86.5K +1,187 +10%
IP
859
Ignite Planners
California
$933K +$779K +10,698 New
BTWM
860
Baker Tilly Wealth Management
Wisconsin
$922K -$18.7K -256 -2%
NL
861
Navalign LLC
California
$921K -$41.2K -566 -4%
PA
862
Procyon Advisors
Connecticut
$920K +$60.8K +835 +7%
FWP
863
FAS Wealth Partners
Kansas
$919K +$47.9K +657 +5%
SC
864
Savant Capital
Illinois
$915K +$118K +1,621 +15%
DWM
865
Drive Wealth Management
Utah
$913K +$919K +12,613 New
BAM
866
Byrne Asset Management
New Jersey
$912K +$920K +12,631 New
HFBOT
867
Home Federal Bank of Tennessee
Tennessee
$910K -$10.2K -140 -1%
AF
868
Arrow Financial
New York
$908K +$54.1K +742 +6%
LNWWM
869
Laird Norton Wetherby Wealth Management
California
$905K +$42.9K +589 +5%
GC
870
Gruss & Co
Florida
$902K +$911K +12,500 New
ACM
871
AlphaCrest Capital Management
New York
$901K +$640K +8,783 +238%
PWPS
872
Pinnacle Wealth Planning Services
Ohio
$898K -$2.92K -40 -0.3%
NSIM
873
North Star Investment Management
Illinois
$897K +$5.76K +79 +0.6%
PFPT
874
Pinnacle Financial Partners (Tennessee)
Tennessee
$894K +$101K +1,381 +13%
CG
875
CFO4Life Group
Texas
$890K -$5.76K -79 -0.6%
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