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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1151
Tanager Wealth Management
United Kingdom
$909K +$20.4K +172 +2%
OCM
1152
Orleans Capital Management
Louisiana
$905K -$293K -2,470 -22%
GWCM
1153
Godshalk Welsh Capital Management
Pennsylvania
$902K – – –
PAS
1154
PKS Advisory Services
New York
$901K +$1.03M +8,670 New
BAM
1155
Belpointe Asset Management
Nevada
$901K -$117K -989 -10%
RCM
1156
Requisite Capital Management
Texas
$897K -$356 -3 -0%
HIC
1157
Holderness Investments Company
North Carolina
$896K -$8.06K -68 -0.8%
NIG
1158
NFJ Investment Group
Texas
$895K – – –
PWP
1159
Private Wealth Partners
California
$894K -$11.9K -100 -1%
DBIA
1160
Dumont & Blake Investment Advisors
New Jersey
$893K -$73.7K -622 -7%
MP
1161
McDonald Partners
Ohio
$890K -$4.16M -35,140 -80%
RBC
1162
Romano Brothers & Co
Illinois
$881K -$35.6K -300 -3%
CIC
1163
Crawford Investment Counsel
Georgia
$875K +$33.3K +281 +3%
AIM
1164
Allen Investment Management
New York
$875K – – –
PWP
1165
Precedent Wealth Partners
Texas
$873K -$8.77K -74 -0.9%
CTC
1166
Cetera Trust Company
Minnesota
$870K +$17.8K +150 +2%
CWP
1167
CFM Wealth Partners
Texas
$868K -$43.9K -370 -4%
LCM
1168
Lionhunter Capital Management
New York
$864K +$985K +8,307 New
RG
1169
Rathbones Group
United Kingdom
$863K -$18.4K -155 -2%
SB
1170
Strategic Blueprint
Georgia
$863K +$70.4K +594 +8%
SA
1171
SAM Advisors
California
$860K – – –
MAM
1172
Montchanin Asset Management
Delaware
$856K +$2.37K +20 +0.2%
BB
1173
Busey Bank
Illinois
$853K -$58.1K -490 -6%
WP
1174
Wealthspan Partners
Iowa
$850K – – –
XF
1175
XML Financial
Maryland
$848K -$99.6K -840 -9%
45 46
47
48 49