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DAL

Name Holding Trade Value Shares
Change 		Change in
Stake
7WCP
976
71 West Capital Partners
Massachusetts
$220K +$222K +3,303 New
SW
977
SlateStone Wealth
Florida
$219K -$39.4K -585 -15%
GI
978
GAMCO Investors
Connecticut
$219K +$222K +3,290 New
BCG
979
Breakwater Capital Group
New Jersey
$219K -$11K -163 -5%
PP
980
PDS Planning
Ohio
$219K +$18.6K +276 +9%
WANY
981
Wealthspire Advisors (New York)
New York
$218K -$292K -4,334 -57%
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$218K -$27.1K -402 -11%
JSW
983
Journey Strategic Wealth
New Jersey
$217K +$220K +3,267 New
RIA
984
Regal Investment Advisors
Michigan
$217K +$220K +3,260 New
BFA
985
Bragg Financial Advisors
North Carolina
$216K +$1.15K +17 +0.5%
MW
986
MBL Wealth
North Carolina
$215K +$218K +3,238 New
DWM
987
Dakota Wealth Management
Florida
$215K +$1.62K +24 +0.7%
IP
988
Indivisible Partners
Florida
$215K +$7K +104 +3%
MWM
989
Modera Wealth Management
New Jersey
$214K -$41.5K -617 -16%
EWA
990
Exencial Wealth Advisors
Oklahoma
$213K +$216K +3,206 New
FCFC
991
First Commonwealth Financial Corp
Pennsylvania
$212K -$8.75K -130 -4%
BB
992
Bell Bank
North Dakota
$211K +$539 +8 +0.3%
KWM
993
KFG Wealth Management
Indiana
$211K +$135 +2 +0.1%
XWL
994
XXI Wealth LLC
Illinois
$211K +$214K +3,172 New
PK
995
Pflug Koory
Nebraska
$211K – – –
CAI
996
Capital Advisors Inc
Oklahoma
$209K +$212K +3,146 New
CAM
997
Carret Asset Management
New York
$208K – – –
WP
998
WealthShield Partners
North Carolina
$208K – – –
FPWM
999
FSB Premier Wealth Management
Iowa
$207K +$67 +1 +0%
PIA
1000
Perennial Investment Advisors
California
$207K +$17K +252 +9%
38 39
40
41 42