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Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
1176
Value Investment Professionals
New York
$598K +$89 +1 +0%
TTWM
1177
TCV Trust & Wealth Management
Virginia
$597K – – –
BPWM
1178
BCS Private Wealth Management
New Jersey
$597K -$51.8K -580 -9%
NFTC
1179
North Forty Two & Co
Oregon
$597K -$44.6K -500 -8%
SWM
1180
SeaCrest Wealth Management
New York
$596K -$11.5K -129 -2%
CFP
1181
Catalyst Financial Partners
Massachusetts
$596K +$43.7K +490 +9%
EA
1182
Everpar Advisors
Oklahoma
$595K +$7.41K +83 +1%
BB
1183
Busey Bank
Illinois
$590K -$9.73K -109 -2%
FHC
1184
First Horizon Corporation
Tennessee
$589K +$40.3K +452 +9%
HCP
1185
Hexagon Capital Partners
Arkansas
$587K -$83.4K -934 -14%
PTP
1186
Platform Technology Partners
New York
$586K -$38.5K -431 -7%
ALAM
1187
Asahi Life Asset Management
Japan
$582K -$81K -908 -14%
WHG
1188
Westwood Holdings Group
Texas
$579K +$500K +5,599 New
FFG
1189
Fiduciary Financial Group
California
$574K -$4.91K -55 -1%
SFA
1190
Souders Financial Advisors
Ohio
$574K +$60.7K +680 +14%
ACG
1191
Allen Capital Group
Nebraska
$573K +$9.02K +101 +2%
CFM
1192
Compass Financial Management
Florida
$568K +$489K +5,476 New
BAM
1193
Belpointe Asset Management
Nevada
$568K +$214K +2,394 +77%
EAM
1194
Empirical Asset Management
Massachusetts
$566K +$489K +5,473 New
TWPM
1195
Total Wealth Planning & Management
Florida
$566K +$6.43K +72 +1%
RT
1196
Rockland Trust
Massachusetts
$564K -$58.5K -655 -11%
AIA
1197
AssuredPartners Investment Advisors
Florida
$559K -$33K -370 -6%
AB
1198
Atlas Brown
Kentucky
$557K +$2.95K +33 +0.6%
BSA
1199
Bull Street Advisors
Georgia
$557K -$13.8K -155 -3%
CI
1200
Conning Inc
Connecticut
$556K +$54.3K +608 +13%
46 47
48
49 50