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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1951
Dakota Wealth Management
Florida
$313K -$17.9K -150 -5%
EWA
1952
Exencial Wealth Advisors
Oklahoma
$312K +$29.3K +245 +10%
BWA
1953
Burt Wealth Advisors
Maryland
$310K – – –
CHA
1954
Carmichael Hill & Associates
Maryland
$310K – – –
VNA
1955
Valley National Advisers
Pennsylvania
$308K +$8.13K +68 +3%
AAP
1956
Arax Advisory Partners
Colorado
$307K -$33.5K -280 -9%
SCM
1957
Southport Capital Management
Tennessee
$307K -$22.1K -185 -6%
VIM
1958
Vista Investment Management
Pennsylvania
$306K -$8.97K -75 -3%
PCM
1959
Pointe Capital Management
Michigan
$306K +$2.63K +22 +0.8%
MPPLM
1960
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$304K +$13.6K +114 +4%
WC
1961
Weil Company
California
$304K +$319K +2,669 New
PFA
1962
Pathway Financial Advisors
Vermont
$302K -$3.71K -31 -1%
LFA
1963
Landmark Financial Advisors
Kentucky
$302K -$120 -1 -0%
CB
1964
Cooke & Bieler
Pennsylvania
$302K – – –
SIMM
1965
Stillwater Investment Management (Minnesota)
Minnesota
$302K +$2.99K +25 +1%
HCIA
1966
Hochman Cole Investment Advisors
Illinois
$301K +$837 +7 +0.3%
IC
1967
Iconiq Capital
California
$300K +$23.6K +197 +8%
CIC
1968
Chilton Investment Company
Connecticut
$299K -$6.34K -53 -2%
AWMG
1969
Alliance Wealth Management Group
New Jersey
$299K – – –
RA
1970
Rational Advisors
New York
$299K +$14.9K +125 +5%
RW
1971
REDW Wealth
New Mexico
$298K -$61.8K -517 -17%
PAM
1972
Premier Asset Management
Illinois
$297K – – –
PTC
1973
Provident Trust Company
Wisconsin
$297K – – –
TIM
1974
Total Investment Management
Arizona
$297K +$79.4K +664 +34%
GFP
1975
Gryphon Financial Partners
Ohio
$295K -$76.2K -637 -20%
77 78
79
80 81