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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1251
Ballentine Partners
Massachusetts
$529K +$169K +1,690 +49%
EWP
1252
Engrave Wealth Partners
Texas
$528K +$100 +1 +0%
GTCM
1253
Gyon Technologies Capital Management
New Jersey
$528K +$515K +5,162 New
KIG
1254
Kowal Investment Group
Wisconsin
$527K +$76.3K +765 +17%
GAG
1255
GM Advisory Group
New York
$523K -$51.4K -515 -9%
CIM
1256
CIM Investment Management
Pennsylvania
$523K – – –
MPW
1257
Monterey Private Wealth
California
$522K -$8.78K -88 -2%
IFG
1258
Independent Financial Group
California
$520K -$120K -1,202 -19%
SFO
1259
Stokes Family Office
Louisiana
$520K +$75K +752 +17%
CIM
1260
Confluence Investment Management
Missouri
$519K +$24.4K +245 +5%
GRP
1261
Global Retirement Partners
California
$519K +$106K +1,061 +35%
CCG
1262
Ceeto Capital Group
Florida
$519K +$499K +5,000 New
BFC
1263
Bedel Financial Consulting
Indiana
$516K -$18.4K -184 -5%
IC
1264
Inscription Capital
Texas
$514K -$4.15M -41,578 -89%
NCM
1265
Neumann Capital Management
California
$514K -$54.9K -550 -10%
GP
1266
Geneva Partners
Wisconsin
$513K -$1.13M -11,318 -69%
CIA
1267
Choate Investment Advisors
Massachusetts
$513K – – –
LIA
1268
LS Investment Advisors
Michigan
$512K – – –
DF
1269
Donoghue Forlines
Massachusetts
$511K -$741K -7,433 -60%
BA
1270
Bristlecone Advisors
Washington
$511K +$598 +6 +0.1%
CPIG
1271
Chicago Partners Investment Group
Illinois
$511K +$88.2K +884 +30%
ARMC
1272
American Research & Management Company
Massachusetts
$510K +$1.7K +17 +0.3%
WFG
1273
Wills Financial Group
Virginia
$510K +$166K +1,665 +50%
CIA
1274
Cladis Investment Advisory
Montana
$509K +$598 +6 +0.1%
SF
1275
Summit Financial
New Jersey
$508K +$52.2K +523 +12%
49 50
51
52 53