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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1301
Wealth Alliance
New York
$2.99M -$219K -1,473 -7%
CPA
1302
Cardiff Park Advisors
California
$2.99M +$4.76K +32 +0.2%
GIM
1303
Guardian Investment Management
California
$2.99M – – –
RCAG
1304
Rehmann Capital Advisory Group
Michigan
$2.98M -$241K -1,618 -7%
LWA
1305
Lineweaver Wealth Advisors
Ohio
$2.98M +$27.5K +185 +0.9%
UB
1306
Umpqua Bank
Oregon
$2.97M +$55.5K +373 +2%
RC
1307
Roundview Capital
New Jersey
$2.97M +$34.4K +231 +1%
SFS
1308
Solitude Financial Services
Virginia
$2.97M +$888K +5,968 +42%
GWM
1309
GSB Wealth Management
Connecticut
$2.96M +$226K +1,517 +8%
MAM
1310
Milestone Asset Management
Pennsylvania
$2.96M +$245K +1,643 +9%
P
1311
Pitcairn
Pennsylvania
$2.96M -$579K -3,887 -16%
SWM
1312
Sculati Wealth Management
Michigan
$2.95M +$63K +423 +2%
CCM
1313
Cox Capital Management
Massachusetts
$2.95M +$1.19K +8 +0%
LCM
1314
Landscape Capital Management
New Jersey
$2.94M +$2.98M +19,997 New
CST
1315
Charles Schwab Trust
Nevada
$2.94M -$442K -2,971 -13%
DFA
1316
Delta Financial Advisors
Louisiana
$2.93M -$46.1K -310 -2%
MAM
1317
Mystic Asset Management
Rhode Island
$2.93M +$11.3K +76 +0.4%
AC
1318
AlphaCore Capital
California
$2.93M -$1.49K -10 -0.1%
HKAM
1319
Horizon Kinetics Asset Management
New York
$2.91M +$857K +5,760 +41%
CWP
1320
Cyndeo Wealth Partners
Florida
$2.91M +$9.97K +67 +0.3%
FAP
1321
Financial Advisory Partners
Florida
$2.89M -$51.4K -345 -2%
WG
1322
Wealth Group
North Carolina
$2.89M +$11.8K +79 +0.4%
ABTD
1323
Arvest Bank Trust Division
Oklahoma
$2.89M +$2.92M +19,630 New
AI
1324
ArchPoint Investors
Florida
$2.89M – – –
RWM
1325
Ritholtz Wealth Management
New York
$2.89M -$221K -1,487 -7%
51 52
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