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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1201
Lipe & Dalton
New York
$1.45M -$14.3K -148 -0.9%
NB
1202
Northwest Bancshares
Pennsylvania
$1.44M -$64.1K -664 -4%
CWM
1203
Curi Wealth Management
North Carolina
$1.44M +$70.8K +734 +5%
LIM
1204
Leavell Investment Management
Alabama
$1.44M -$14.5K -150 -1%
SIG
1205
Sky Investment Group
Connecticut
$1.44M -$11.6K -120 -0.8%
BCP
1206
Blackhawk Capital Partners
Wisconsin
$1.44M -$67.7K -702 -4%
SSG
1207
Summit Securities Group
New York
$1.44M -$720K -7,462 -33%
AWM
1208
Aevitas Wealth Management
Massachusetts
$1.43M +$163K +1,690 +12%
SG
1209
StoneX Group
New York
$1.42M +$182K +1,884 +14%
EWM
1210
Elmwood Wealth Management
California
$1.41M – – –
AIP
1211
Ameritas Investment Partners
Nebraska
$1.4M -$27.1K -281 -2%
FFH
1212
Fairfax Financial Holdings
Ontario, Canada
$1.4M – – –
BTWM
1213
Baker Tilly Wealth Management
Wisconsin
$1.39M -$37.6K -390 -3%
SSI
1214
Scott & Selber Inc
Texas
$1.39M +$1.25K +13 +0.1%
CAAS
1215
Capital Asset Advisory Services
Michigan
$1.37M -$120K -1,240 -8%
TAM
1216
Trust Asset Management
Texas
$1.37M – – –
BIM
1217
Baldwin Investment Management
Pennsylvania
$1.37M – – –
TPW
1218
Transatlantique Private Wealth
New York
$1.37M +$33.3K +345 +2%
SFCL
1219
Strengthening Families & Communities LLC
Massachusetts
$1.37M -$348K -3,603 -20%
BWM
1220
BCGM Wealth Management
Indiana
$1.37M +$20K +207 +1%
DI
1221
DFPG Investments
Utah
$1.36M +$1.46M +15,155 New
ADMI
1222
Albert D. Mason Inc
Massachusetts
$1.36M -$32K -332 -2%
KCM
1223
Knoll Capital Management
Florida
$1.35M – – –
TAM
1224
Tocqueville Asset Management
New York
$1.35M – – –
AWM
1225
Alterna Wealth Management
Texas
$1.35M +$2.6K +27 +0.2%
47 48
49
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