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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1151
Baldwin Wealth Partners
Massachusetts
$827K +$302K +2,486 +55%
BOPW
1152
Brandywine Oak Private Wealth
Pennsylvania
$827K -$239K -1,963 -22%
AFG
1153
American Financial Group
Ohio
$826K – – –
CCT
1154
Chemung Canal Trust
New York
$826K – – –
BEI
1155
Benjamin Edwards Inc
Missouri
$825K +$70.5K +580 +9%
TA
1156
Tiedemann Advisors
New York
$824K +$11.1K +91 +1%
WI
1157
Wedgewood Investors
Pennsylvania
$817K – – –
CANY
1158
Caxton Associates (New York)
New York
$816K +$354K +2,916 +73%
AWM
1159
Adams Wealth Management
Utah
$815K -$228K -1,872 -21%
AWM
1160
Angeles Wealth Management
California
$813K +$23.9K +197 +3%
VWA
1161
Visionary Wealth Advisors
Illinois
$811K +$181K +1,487 +28%
BA
1162
Ballew Advisors
Mississippi
$811K +$243 +2 +0%
PCM
1163
Pointe Capital Management
Michigan
$810K -$190K -1,561 -19%
SCP
1164
Syntal Capital Partners
Texas
$802K +$90.9K +748 +12%
AWCI
1165
Alpine Woods Capital Investors
New York
$802K +$827K +6,800 New
HIC
1166
Holderness Investments Company
North Carolina
$800K -$18.1K -149 -2%
FBT
1167
First Bankers Trust
Kentucky
$797K -$14.6K -120 -2%
SIC
1168
Salem Investment Counselors
North Carolina
$796K +$131K +1,075 +19%
FFP
1169
FourThought Financial Partners
Florida
$794K +$818K +6,731 New
GAAM
1170
Guinness Atkinson Asset Management
California
$793K -$92.3K -759 -10%
FNBOH
1171
First National Bank of Hutchinson
Kansas
$784K +$4.38K +36 +0.5%
WT
1172
Washington Trust
Rhode Island
$783K -$96.8K -796 -11%
CCFCSB
1173
Cape Cod Five Cents Savings Bank
Massachusetts
$782K -$24.8K -204 -3%
MHS
1174
M Holdings Securities
Oregon
$775K -$120K -987 -13%
IWM
1175
Iams Wealth Management
Nebraska
$773K +$796K +6,548 New
45 46
47
48 49