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Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
1851
Mendel Money Management
Illinois
$804K +$30.1K +635 +4%
PIA
1852
Perennial Investment Advisors
California
$803K -$63.2K -1,332 -7%
PP
1853
Paloma Partners
Connecticut
$800K +$703K +14,805 +730%
CWM
1854
Connecticut Wealth Management
Connecticut
$798K -$8.64K -182 -1%
MIA
1855
MeadowBrook Investment Advisors
Michigan
$797K -$449K -9,466 -36%
SOAMC
1856
Spirit of America Management Corp
New York
$796K – – –
AF
1857
Aviso Financial
Ontario, Canada
$795K +$795K +16,743 New
LOIP
1858
Live Oak Investment Partners
Texas
$795K – – –
IWP
1859
Insight Wealth Partners
Texas
$793K – – –
LWM
1860
Lyell Wealth Management
California
$791K -$319K -6,725 -29%
DWA
1861
Douglass Winthrop Advisors
New York
$790K -$128K -2,706 -14%
FFS
1862
Founders Financial Securities
Maryland
$789K +$71.6K +1,509 +10%
HR
1863
Howe & Rusling
New York
$786K -$140K -2,947 -15%
SBF
1864
Sara-Bay Financial
Florida
$783K +$43.6K +918 +6%
CFO
1865
Callan Family Office
Pennsylvania
$782K +$177K +3,725 +29%
JSW
1866
Journey Strategic Wealth
New Jersey
$780K +$475 +10 +0.1%
WPA
1867
West Paces Advisors
Georgia
$780K -$32K -675 -4%
MCWA
1868
Meadow Creek Wealth Advisors
Georgia
$778K +$46.9K +987 +6%
FWP
1869
FAS Wealth Partners
Kansas
$777K +$44.3K +934 +6%
ZCI
1870
Zevenbergen Capital Investments
Washington
$777K -$5.36M -112,880 -87%
CCFCSB
1871
Cape Cod Five Cents Savings Bank
Massachusetts
$773K +$90.2K +1,900 +13%
NL
1872
Navalign LLC
California
$773K +$19.6K +412 +3%
V
1873
ViaWealth
Kansas
$773K – – –
CIAS
1874
CFS Investment Advisory Services
New Jersey
$771K -$56.5K -1,189 -7%
PWC
1875
PYA Waltman Capital
Tennessee
$770K +$59.5K +1,253 +8%
73 74
75
76 77