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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2126
Kaydan Wealth Management
Michigan
$488K – – –
CWM
2127
Chemistry Wealth Management
New York
$488K +$2.11K +7 +0.4%
BWM
2128
BlackDiamond Wealth Management
New York
$487K +$30.4K +101 +7%
RMCM
2129
Reynders McVeigh Capital Management
Massachusetts
$487K +$93K +309 +24%
SAM
2130
Stenahm Asset Management
Guernsey
$487K – – –
MWM
2131
Moran Wealth Management
Florida
$486K -$91.2K -303 -16%
FWA
2132
Flagship Wealth Advisors
Massachusetts
$486K – – –
ACP
2133
Aviance Capital Partners
Florida
$486K – – –
AA
2134
Apriem Advisors
California
$485K -$903 -3 -0.2%
TWA
2135
Trace Wealth Advisors
California
$484K -$55.4K -184 -10%
LWM
2136
Lyell Wealth Management
California
$483K +$123K +409 +35%
PIA
2137
Pinion Investment Advisors
Kansas
$483K +$472K +1,569 New
MSA
2138
Marino Stram & Associates
Massachusetts
$483K – – –
SSG
2139
Summit Securities Group
New York
$482K -$78.9K -262 -14%
WIM
2140
Warwick Investment Management
Texas
$481K -$2.41K -8 -0.5%
CAM
2141
Cozad Asset Management
Illinois
$481K – – –
CTI
2142
Community Trust & Investment
Kentucky
$480K – – –
CFD
2143
Creative Financial Designs
Indiana
$479K +$11.1K +37 +2%
BF
2144
Brucke Financial
Indiana
$479K +$10.8K +36 +2%
TW
2145
Traveka Wealth
California
$479K -$8.43K -28 -2%
JGUA
2146
John G. Ullman & Associates
New York
$477K +$29.5K +98 +7%
GCM
2147
Gladstone Capital Management
United Kingdom
$477K -$1.39M -4,628 -75%
PIA
2148
Polaris Investment Advisors
Massachusetts
$477K +$466K +1,547 New
EGA
2149
E&G Advisors
Texas
$476K – – –
BHPW
2150
Beverly Hills Private Wealth
California
$475K – – –
84 85
86
87 88