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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
901
Trust Company of Vermont
Vermont
$650K -$15.9K -69 -2%
CW
902
CreativeOne Wealth
Kansas
$646K -$63.9K -277 -9%
AWM
903
Ariadne Wealth Management
California
$642K +$172K +745 +45%
FWM
904
Forza Wealth Management
Florida
$641K – – –
CIM
905
CIM Investment Management
Pennsylvania
$638K -$640K -2,775 -51%
NWM
906
Northcape Wealth Management
New York
$636K – – –
JWA
907
JFS Wealth Advisors
Pennsylvania
$635K +$150K +649 +32%
KP
908
Keel Point
Alabama
$635K -$3.56M -15,442 -85%
SAM
909
Shell Asset Management
Netherlands
$631K -$2.1M -9,104 -77%
PWMAG
910
Pinnacle Wealth Management Advisory Group
New Jersey
$630K -$14.5K -63 -2%
ACIM
911
Azimuth Capital Investment Management
Michigan
$629K – – –
AWA
912
ARQ Wealth Advisors
Arizona
$626K +$608K +2,639 New
A
913
AlphaQuest
New York
$625K -$234K -1,015 -28%
UIM
914
Unified Investment Management
Georgia
$623K -$2.31K -10 -0.4%
PFPT
915
Pinnacle Financial Partners (Tennessee)
Tennessee
$621K +$50.5K +219 +9%
TCWA
916
Turtle Creek Wealth Advisors
Texas
$619K +$119K +518 +25%
NWAG
917
Net Worth Advisory Group
Utah
$618K -$16.8K -73 -3%
JIC
918
Joel Isaacson & Co
New York
$617K +$10.1K +44 +2%
IA
919
IFP Advisors
Florida
$604K +$76.1K +330 +15%
BFA
920
Beaumont Financial Advisors
Massachusetts
$602K +$162K +704 +38%
WWC
921
Waypoint Wealth Counsel
Georgia
$601K +$370K +1,606 +171%
AFG
922
Allegheny Financial Group
Pennsylvania
$598K +$71.9K +312 +14%
OWA
923
Octavia Wealth Advisors
Ohio
$597K – – –
SAI
924
Savvy Advisors Inc
New York
$596K +$582K +2,526 New
WF
925
Womack Financial
Texas
$593K -$2.31K -10 -0.4%
35 36
37
38 39