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Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
1726
Old North State Wealth Management
North Carolina
$331K +$10.3K +58 +3%
MSAM
1727
Moloney Securities Asset Management
Missouri
$331K -$21.4K -120 -6%
WAM
1728
WNY Asset Management
New York
$331K -$156K -873 -31%
HIM
1729
Hillsdale Investment Management
Ontario, Canada
$330K +$289K +1,620 +450%
WB
1730
Webster Bank
Connecticut
$329K -$13.2K -74 -4%
WIA
1731
Westbourne Investment Advisors
Maryland
$329K – – –
LI
1732
LRI Investments
Florida
$329K +$29.6K +166 +9%
HIC
1733
Holderness Investments Company
North Carolina
$329K – – –
ICP
1734
Impact Capital Partners
Colorado
$329K +$352K +1,970 New
ICP
1735
Interchange Capital Partners
Pennsylvania
$328K +$31.9K +179 +10%
PMG
1736
ProVise Management Group
Florida
$328K -$82.6K -463 -19%
WFA
1737
Wade Financial Advisory
California
$328K -$89.4K -501 -20%
SW
1738
SteelPeak Wealth
California
$328K -$191K -1,068 -35%
CFS
1739
CRA Financial Services
New Jersey
$328K +$47.3K +265 +16%
FC
1740
Fusion Capital
South Carolina
$326K +$178 +1 +0.1%
BW
1741
Basepoint Wealth
Iowa
$326K -$1.07K -6 -0.3%
SBCM
1742
Silverberg Bernstein Capital Management
New York
$325K -$171K -957 -33%
JCM
1743
Jacobsen Capital Management
Utah
$325K -$357 -2 -0.1%
RGC
1744
Roberts, Glore & Co
Illinois
$323K – – –
WA
1745
WPG Advisers
Maryland
$323K +$346K +1,937 New
DWM
1746
Darwin Wealth Management
Florida
$322K -$70.7K -396 -17%
DOA
1747
D'Orazio & Associates
Virginia
$321K +$714 +4 +0.2%
UAG
1748
United Advisor Group
Ohio
$320K +$54.8K +307 +19%
AC
1749
AIFG Consultants
New York
$318K -$8.92K -50 -3%
CFG
1750
CKW Financial Group
Hawaii
$318K +$72.8K +408 +27%
68 69
70
71 72