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Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1876
Wealth Effects
Massachusetts
$1.42M -$32.8K -227 -2%
IAS
1877
IMA Advisory Services
Colorado
$1.42M +$92.4K +639 +7%
DCM
1878
Delta Capital Management
New Jersey
$1.41M -$184K -1,270 -11%
BEI
1879
Benjamin Edwards Inc
Missouri
$1.4M +$407K +2,816 +38%
GC
1880
Grimes & Company
Massachusetts
$1.4M -$37.3K -258 -2%
SWM
1881
Salvus Wealth Management
New Jersey
$1.4M +$132K +911 +10%
TFP
1882
Tilia Fiduciary Partners
North Carolina
$1.39M +$61.9K +428 +4%
LWP
1883
Lumature Wealth Partners
Georgia
$1.39M +$426K +2,947 +41%
AWM
1884
Absher Wealth Management
North Carolina
$1.39M +$112K +776 +8%
LWM
1885
Liberty Wealth Management
California
$1.38M +$87.2K +603 +6%
CIA
1886
Cascade Investment Advisors
Oregon
$1.38M +$176K +1,220 +14%
TWM
1887
TriaGen Wealth Management
California
$1.38M – – –
JPLA
1888
Joseph P. Lucia & Associates
New York
$1.37M +$103K +714 +8%
AFM
1889
Anson Funds Management
Texas
$1.37M -$723K -5,000 -33%
GIM
1890
Guardian Investment Management
California
$1.37M +$1.45M +10,000 New
AWA
1891
Amplius Wealth Advisors
Pennsylvania
$1.37M +$19.1K +132 +1%
CBA
1892
Coastal Bridge Advisors
Connecticut
$1.37M +$6.07K +42 +0.4%
TA
1893
Tiedemann Advisors
New York
$1.37M +$31.8K +220 +2%
BIA
1894
Benchmark Investment Advisors
Illinois
$1.37M +$616K +4,259 +75%
UBG
1895
United Bank (Georgia)
Georgia
$1.36M +$115K +794 +9%
BI
1896
Ballast Inc
Kentucky
$1.36M +$145K +1,006 +11%
PSB
1897
Piscataqua Savings Bank
New Hampshire
$1.36M -$50.9K -352 -3%
ACM
1898
AlphaStar Capital Management
North Carolina
$1.36M -$32.4K -224 -2%
SP
1899
Symmetry Partners
Connecticut
$1.35M – – –
SAM
1900
Sycomore Asset Management
France
$1.35M +$1.37M +9,500 New
74 75
76
77 78