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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1251
Great Diamond Partners
Maine
$273K +$3.64K +63 +2%
SW
1252
SteelPeak Wealth
California
$273K +$6.06K +105 +3%
CRC
1253
Curi RMB Capital
Illinois
$273K +$233K +4,032 New
WA
1254
Waverly Advisors
Alabama
$272K – – –
BMCM
1255
Black Maple Capital Management
Wisconsin
$271K – – –
HAIM
1256
Hunter Associates Investment Management
Pennsylvania
$271K – – –
LCS
1257
Levin Capital Strategies
New York
$271K – – –
SCM
1258
Salem Capital Management
Massachusetts
$271K – – –
VFA
1259
Voya Financial Advisors
Connecticut
$271K +$1.33K +23 +0.6%
IWM
1260
IHT Wealth Management
Illinois
$270K -$657K -11,388 -74%
BSB
1261
Bangor Savings Bank
Maine
$270K -$2.42K -42 -1%
FCBT
1262
First Citizens Bank & Trust
North Carolina
$270K +$230K +3,986 New
MLL
1263
Moody Lynn & Lieberson
Massachusetts
$269K – – –
MWP
1264
Moller Wealth Partners
$268K – – –
KFS
1265
Kelly Financial Services
Massachusetts
$265K – – –
BW
1266
Bison Wealth
Georgia
$265K +$173 +3 +0.1%
EDRIA
1267
Edmonds Duncan Registered Investment Advisors
Kansas
$264K – – –
SWMP
1268
Signature Wealth Management Partners
New Jersey
$264K – – –
WGA
1269
Weather Gauge Advisory
Virginia
$264K +$115 +2 +0.1%
SG
1270
Stonnington Group
California
$264K +$203K +3,525 New
LA
1271
LVW Advisors
New York
$263K +$1.73K +30 +0.8%
IA
1272
IndexIQ Advisors
New York
$263K +$169K +2,931 +310%
DWM
1273
Defined Wealth Management
Oregon
$262K +$3.46K +60 +2%
HFS
1274
Howard Financial Services
Texas
$262K +$223K +3,862 New
AA
1275
Advisory Alpha
Michigan
$262K +$223K +3,869 New
49 50
51
52 53