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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1301
Tortuga Wealth Management
California
$357K +$354K +4,493 New
DP
1302
Denver PWM
Colorado
$356K – – –
CCAL
1303
City Center Advisors LLC
Michigan
$355K -$55.1K -699 -14%
SIG
1304
Sargent Investment Group
Maryland
$354K +$352K +4,462 New
WPW
1305
Waldron Private Wealth
Pennsylvania
$354K +$57.8K +733 +20%
PGF
1306
Plan Group Financial
Oklahoma
$353K -$5.44K -69 -2%
PHIC
1307
Pine Haven Investment Counsel
Massachusetts
$352K +$7.88K +100 +2%
AIM
1308
Aigen Investment Management
New York
$351K -$125K -1,591 -26%
JTWM
1309
Jackson Thornton Wealth Management
Alabama
$350K +$19.1K +242 +6%
FCM
1310
Fell Capital Management
California
$349K +$347K +4,400 New
KP
1311
Keel Point
Alabama
$348K +$20.7K +263 +6%
QCM
1312
Qsemble Capital Management
New York
$346K +$344K +4,359 New
BMWM
1313
Brown Miller Wealth Management
Virginia
$345K +$237 +3 +0.1%
PA
1314
Procyon Advisors
Connecticut
$344K -$158K -2,009 -32%
CIA
1315
Compass Ion Advisors
Pennsylvania
$344K +$3.23K +41 +1%
BHB
1316
Bank Hapoalim BM
Israel
$342K +$3.94K +50 +1%
RCA
1317
Resonant Capital Advisors
Wisconsin
$342K +$5.91K +75 +2%
SFG
1318
Southern Financial Group
Alabama
$342K +$339K +4,306 New
NSIM
1319
North Star Investment Management
Illinois
$340K +$631 +8 +0.2%
UAML
1320
US Asset Management LLC
Pennsylvania
$338K -$3.31K -42 -1%
FPCG
1321
Forum Private Client Group
Indiana
$338K -$23.3K -295 -6%
FWTB
1322
First Western Trust Bank
Colorado
$337K -$158 -2 -0%
SOS
1323
Silver Oak Securities
Tennessee
$337K -$9.93K -126 -3%
PFA
1324
Petra Financial Advisors
Colorado
$336K -$24.8K -315 -7%
IWA
1325
Icon Wealth Advisors
Texas
$336K -$4.26K -54 -1%
51 52
53
54 55