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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
1101
Cypress Capital Management (Delaware)
Delaware
$225K – – –
AWAG
1102
ARS Wealth Advisors Group
Florida
$225K +$18.4K +380 +7%
5L
1103
55I LLC
Massachusetts
$225K +$58.1K +1,199 +27%
ALAM
1104
Asahi Life Asset Management
Japan
$224K -$215K -4,446 -44%
CWP
1105
Curated Wealth Partners
California
$224K -$7.85K -162 -3%
AAS
1106
Annex Advisory Services
Wisconsin
$223K -$48.1K -992 -15%
ESB
1107
Essex Savings Bank
Connecticut
$222K -$34.5K -712 -11%
PTP
1108
Platform Technology Partners
New York
$222K -$25.8K -533 -9%
RIA
1109
Regal Investment Advisors
Michigan
$222K -$15.9K -329 -6%
WA
1110
Wealth Alliance
New York
$221K +$67.8K +1,400 +34%
WWA
1111
WCG Wealth Advisors
Nevada
$220K +$269K +5,550 New
FBC
1112
Fairfield, Bush & Co
Connecticut
$219K -$27K -558 -9%
BMA
1113
Brooks Moore & Associates
Tennessee
$219K – – –
PAM
1114
Peak Asset Management
Colorado
$219K – – –
APP
1115
Avantax Planning Partners
Iowa
$219K +$3.97K +82 +2%
FUBT
1116
First United Bank & Trust
Maryland
$219K +$267K +5,520 New
AIA
1117
Armor Investment Advisors
North Carolina
$218K – – –
THWM
1118
Taylor Hoffman Wealth Management
Virginia
$218K – – –
VA
1119
Valmark Advisers
Ohio
$217K -$31.2K -644 -11%
CA
1120
Claro Advisors
Massachusetts
$216K -$35.8K -738 -12%
AAP
1121
Arax Advisory Partners
Colorado
$216K -$25.3K -522 -9%
IIM
1122
Ironwood Investment Management
Massachusetts
$216K – – –
YWP
1123
YorkBridge Wealth Partners
New York
$216K – – –
MMHP
1124
Murphy Middleton Hinkle & Parker
Georgia
$216K +$97 +2 +0%
W
1125
WealthOne
New York
$216K +$264K +5,446 New
43 44
45
46 47