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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1626
ICW Investment Advisors
Arizona
$2.53M -$931 -5 -0%
CPW
1627
Cove Private Wealth
New York
$2.53M +$535K +2,875 +23%
OCM
1628
Orleans Capital Management
Louisiana
$2.52M +$320K +1,717 +13%
TAM
1629
Todd Asset Management
Kentucky
$2.52M -$12.1K -65 -0.4%
BHPW
1630
Beverly Hills Private Wealth
California
$2.51M -$2.41M -12,933 -46%
OBGC
1631
O'Brien Greene & Co
Pennsylvania
$2.51M -$2.79K -15 -0.1%
BDS
1632
Banco de Sabadell
Florida
$2.5M +$16K +86 +0.6%
HFBOT
1633
Home Federal Bank of Tennessee
Tennessee
$2.5M +$127K +684 +5%
PIM
1634
Plato Investment Management
Australia
$2.5M -$4.57M -24,534 -62%
OL
1635
one8zero8 LLC
North Carolina
$2.5M -$171K -919 -6%
PE
1636
PCM Encore
Colorado
$2.5M -$1.86K -10 -0.1%
PPWP
1637
Premier Path Wealth Partners
New Jersey
$2.49M +$25.9K +139 +0.9%
CHJWM
1638
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.49M -$86.9K -467 -3%
GLR
1639
Great Lakes Retirement
Ohio
$2.49M +$292K +1,568 +12%
HFM
1640
Hartford Financial Management
Connecticut
$2.49M -$19K -102 -0.7%
AGWCA
1641
Annis Gardner Whiting Capital Advisors
Florida
$2.48M -$52.3K -281 -2%
ICP
1642
Impact Capital Partners
Colorado
$2.48M +$558 +3 +0%
ATC
1643
Adirondack Trust Company
New York
$2.47M -$9.68K -52 -0.3%
BWA
1644
Beam Wealth Advisors
Louisiana
$2.47M +$9.68K +52 +0.4%
MFWP
1645
Mosaic Family Wealth Partners
Missouri
$2.47M +$1.85M +9,920 +200%
CWM
1646
Chesapeake Wealth Management
Virginia
$2.46M -$11.9K -64 -0.4%
SIM
1647
Stratos Investment Management
Ohio
$2.46M -$673K -3,617 -20%
SAI
1648
Systematic Alpha Investments
New Jersey
$2.46M – – –
GCM
1649
GKV Capital Management
California
$2.46M +$34.1K +183 +1%
LFIA
1650
Legacy Financial Independent Advisors
Kentucky
$2.46M -$66.3K -356 -2%
64 65
66
67 68