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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Curi Wealth Management
North Carolina
$1.41M +$1.32M +13,314 +932%
BIM
1227
Baldwin Investment Management
Pennsylvania
$1.41M +$76.7K +775 +6%
TAM
1228
Trust Asset Management
Texas
$1.41M +$102K +1,030 +8%
BWM
1229
BCGM Wealth Management
Indiana
$1.4M +$88.5K +894 +7%
CCB
1230
Cutter & Co Brokerage
Missouri
$1.39M -$34.2K -346 -2%
BFM
1231
Boston Financial Management
Massachusetts
$1.39M +$84.4K +853 +6%
CNBT
1232
Cornerstone National Bank & Trust
Illinois
$1.38M -$396 -4 -0%
KCM
1233
Knoll Capital Management
Florida
$1.38M – – –
TAM
1234
Tocqueville Asset Management
New York
$1.38M +$45.4K +459 +3%
BWA
1235
Blodgett Wealth Advisors
California
$1.38M +$10.7K +108 +0.8%
AWM
1236
Alterna Wealth Management
Texas
$1.38M -$99K -1,000 -6%
BEI
1237
Benjamin Edwards Inc
Missouri
$1.38M +$42.3K +427 +3%
IB
1238
Intrust Bank
Kansas
$1.38M +$71.5K +722 +5%
WWM
1239
WT Wealth Management
Arizona
$1.37M -$29K -293 -2%
TPW
1240
Transatlantique Private Wealth
New York
$1.37M +$49.3K +498 +4%
DIA
1241
Dean Investment Associates
Ohio
$1.36M -$3.29M -33,268 -70%
DBIA
1242
Dumont & Blake Investment Advisors
New Jersey
$1.36M -$167K -1,687 -11%
BCM
1243
Bluefin Capital Management
New York
$1.36M +$277K +2,800 +24%
SS
1244
Sunbelt Securities
Texas
$1.35M +$5.54K +56 +0.4%
CL
1245
CSS LLC
Illinois
$1.35M +$1.4M +14,187 New
ACA
1246
Atlas Capital Advisors
Wyoming
$1.35M +$625K +6,313 +81%
AAS
1247
Ameritas Advisory Services
Nebraska
$1.35M +$33.6K +339 +2%
TIA
1248
Trust Investment Advisors
Indiana
$1.33M +$99 +1 +0%
SFFS
1249
Stonehage Fleming Financial Services
Jersey
$1.33M – – –
DPIM
1250
Duff & Phelps Investment Management
Illinois
$1.33M – – –
48 49
50
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