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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2476
Whitney & Co
New York
$567K – – –
LT
2477
Legacy Trust
Michigan
$567K +$50.5K +315 +10%
EWM
2478
Evermay Wealth Management
Virginia
$567K +$36.4K +227 +7%
TAM
2479
Trillium Asset Management
Massachusetts
$564K +$244K +1,524 +74%
CWM
2480
Chemistry Wealth Management
New York
$563K +$85.5K +533 +18%
AIP
2481
Almanack Investment Partners
Pennsylvania
$561K +$240K +1,494 +72%
TWP
2482
Tower Wealth Partners
Pennsylvania
$561K +$2.25K +14 +0.4%
AM
2483
Atwater Malick
Pennsylvania
$559K +$128K +800 +29%
SDH
2484
Sloy Dahl & Holst
Washington
$559K – – –
GCA
2485
Genesee Capital Advisors
New York
$559K -$781K -4,871 -58%
RB
2486
Renasant Bank
Mississippi
$558K -$51.6K -322 -8%
VCM
2487
Vigilant Capital Management
Maine
$557K -$64.1K -400 -10%
C1AG
2488
Client 1st Advisory Group
Florida
$557K +$3.21K +20 +0.6%
PWMG
2489
Provence Wealth Management Group
California
$556K -$7.86K -49 -1%
ORAM
2490
One River Asset Management
Connecticut
$556K -$16.2M -101,038 -97%
RA
2491
Riversedge Advisors
Delaware
$554K +$4.81K +30 +0.9%
QPW
2492
Quantum Private Wealth
Florida
$554K +$247K +1,538 +78%
CCG
2493
Coastwise Capital Group
California
$553K +$40.2K +251 +8%
HP
2494
Hyperion Partners
Pennsylvania
$552K +$802 +5 +0.1%
SCM
2495
Stevens Capital Management
Pennsylvania
$549K +$559K +3,487 New
KA
2496
Klingman & Associates
New York
$548K +$3.53K +22 +0.6%
RK
2497
Rather & Kittrell
Tennessee
$548K +$84K +524 +18%
ODFS
2498
O'Donnell Financial Services
California
$546K -$12.5K -78 -2%
RWS
2499
Resolute Wealth Strategies
Mississippi
$546K -$20.4K -127 -4%
PWP
2500
Pursue Wealth Partners
California
$544K -$80.8K -504 -13%
98 99
100
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