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Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1526
American Research & Management Company
Massachusetts
$166K – – –
AC
1527
Avenir Corporation
Virginia
$166K – – –
FNWM
1528
Financial Network Wealth Management
Utah
$166K – – –
KFC
1529
Klingenstein Fields & Co
New York
$166K – – –
MPW
1530
Monterey Private Wealth
California
$165K +$67 +1 +0%
AP
1531
Americana Partners
Texas
$165K +$164K +2,465 New
CCM
1532
Chiron Capital Management
Florida
$164K -$6.67K -100 -4%
LWM
1533
Liberty Wealth Management
California
$164K -$200 -3 -0.1%
NFG
1534
Nadler Financial Group
Illinois
$164K +$14K +210 +9%
NB
1535
Nicolet Bankshares
Wisconsin
$162K – – –
QWM
1536
QP Wealth Management
New Jersey
$162K – – –
TTWM
1537
TCV Trust & Wealth Management
Virginia
$162K – – –
GSWM
1538
Golden State Wealth Management
California
$162K +$8.74K +131 +6%
RSWM
1539
Robertson Stephens Wealth Management
California
$161K -$6.41K -96 -4%
DOA
1540
D'Orazio & Associates
Virginia
$161K -$1.67K -25 -1%
AIS
1541
American Investment Services
Massachusetts
$161K – – –
GDP
1542
Great Diamond Partners
Maine
$161K +$4.6K +69 +3%
TCOK
1543
Trust Company of Kansas
Kansas
$161K +$160K +2,399 New
MF
1544
Montis Financial
Massachusetts
$160K -$12.7K -191 -7%
WCM
1545
Weik Capital Management
Pennsylvania
$160K – – –
TW
1546
TrinityPoint Wealth
Connecticut
$160K +$4.4K +66 +3%
GAM
1547
Gould Asset Management
California
$159K – – –
FWP
1548
Firethorn Wealth Partners
Georgia
$158K -$11.7K -176 -7%
RTS
1549
Round Table Services
New Jersey
$158K – – –
ACA
1550
Aptus Capital Advisors
Alabama
$158K +$14K +210 +10%
60 61
62
63 64