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Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1251
Bryn Mawr Capital Management
Pennsylvania
$494K -$20.1K -225 -4%
TP
1252
Tranquility Partners
Tennessee
$494K -$2.05K -23 -0.5%
EI
1253
Ellevest Inc
New York
$493K +$1.42M +15,873 New
BC
1254
Barrett & Company
Rhode Island
$492K +$35.3K +396 +9%
CCM
1255
Cullen Capital Management
New York
$491K – – –
TC
1256
Truvestments Capital
Florida
$490K -$15.4K -173 -4%
WWA
1257
Wealth Watch Advisors
Colorado
$489K -$44.2K -495 -9%
IWA
1258
Icon Wealth Advisors
Texas
$487K +$4.37K +49 +1%
CC
1259
Corsicana & Co
Texas
$486K -$21.9K -245 -5%
CIC
1260
Chase Investment Counsel
Virginia
$484K +$5.62K +63 +1%
CIAS
1261
CFS Investment Advisory Services
New Jersey
$483K +$1.7K +19 +0.4%
SWM
1262
Sterling Wealth Management
Illinois
$483K – – –
AG
1263
AlTi Global
New York
$483K +$102K +1,139 +32%
SEP
1264
Southland Equity Partners
Missouri
$482K -$29.4K -329 -7%
OWA
1265
Octavia Wealth Advisors
Ohio
$480K -$70.7K -792 -15%
GP
1266
Guardian Partners
Canada
$478K +$13K +146 +3%
TCM
1267
Traub Capital Management
Massachusetts
$478K -$266K -2,980 -39%
AIM
1268
Athena Investment Management
California
$476K -$167K -1,874 -29%
MF
1269
Meridian Financial
Massachusetts
$475K +$50K +560 +14%
EW
1270
Element Wealth
Mississippi
$475K +$803 +9 +0.2%
NIM
1271
Northeast Investment Management
Massachusetts
$472K – – –
SIG
1272
Sargent Investment Group
Maryland
$471K +$10.4K +117 +3%
ASG
1273
Ariston Services Group
California
$470K +$406K +4,546 New
LSIA
1274
LaSalle St. Investment Advisors
Illinois
$469K -$1.7K -19 -0.4%
BA
1275
Bridgewater Advisors
New York
$469K +$12.2K +137 +3%
49 50
51
52 53