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Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1926
DT Investment Partners
Pennsylvania
$125K – – –
PWMG
1927
Prestige Wealth Management Group
New Jersey
$125K +$779 +11 +0.6%
SFFS
1928
Stonehage Fleming Financial Services
Jersey
$124K – – –
WPA
1929
West Paces Advisors
Georgia
$123K -$10.5K -148 -8%
AAG
1930
Armstrong Advisory Group
Massachusetts
$122K -$43K -607 -26%
CT
1931
Clearstead Trust
Maine
$121K +$10.6K +150 +9%
MIM
1932
Meridiem Investment Management
United Kingdom
$120K – – –
HWA
1933
HHM Wealth Advisors
Tennessee
$119K -$32.1K -453 -21%
WOC
1934
West Oak Capital
California
$118K – – –
SFM
1935
Systematic Financial Management
New Jersey
$118K – – –
GFA
1936
Gifford Fong Associates
California
$117K – – –
VAG
1937
VisionPoint Advisory Group
Texas
$112K +$94.8K +1,338 +503%
CTA
1938
Colonial Trust Advisors
South Carolina
$111K -$2.06K -29 -2%
TCA
1939
Trifecta Capital Advisors
Illinois
$109K +$1.77K +25 +2%
MWM
1940
Mascoma Wealth Management
New Hampshire
$106K +$2.48K +35 +2%
CFG
1941
CKW Financial Group
Hawaii
$105K +$60.7K +856 +132%
SWM
1942
Sugarloaf Wealth Management
Georgia
$104K +$638 +9 +0.6%
QL
1943
Quarry LP
New York
$103K +$105K +1,478 New
CCA
1944
Column Capital Advisors
Indiana
$102K – – –
IHWM
1945
Iron Horse Wealth Management
Iowa
$101K +$14.8K +209 +17%
BBPWM
1946
Blue Bell Private Wealth Management
Pennsylvania
$100K +$7.37K +104 +8%
LTI
1947
Laffer Tengler Investments
Tennessee
$100K -$72.3K -1,020 -42%
KFP
1948
KB Financial Partners
New Jersey
$100K -$380K -5,370 -79%
DAM
1949
Delta Asset Management
Tennessee
$96.4K -$5.6K -79 -5%
NIMI
1950
Natixis Investment Managers International
France
$93.6K -$6.16K -87 -6%
76 77
78
79 80