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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2201
Cabot Wealth Management
Massachusetts
$434K -$160K -508 -25%
AMPWP
2202
Alvarez & Marsal Private Wealth Partners
Florida
$433K +$479K +1,523 New
WIM
2203
Westside Investment Management
California
$432K -$57.8K -184 -11%
BWM
2204
Baron Wealth Management
Michigan
$432K +$13.8K +44 +3%
AA
2205
Alpha Advisors
Virginia
$432K +$5.03K +16 +1%
SHGA
2206
Sand Hill Global Advisors
California
$431K +$9.11K +29 +2%
EGWAG
2207
Elwood & Goetz Wealth Advisory Group
Georgia
$431K -$33K -105 -6%
UWPG
2208
Ullmann Wealth Partners Group
Florida
$431K +$11.3K +36 +2%
PRTG
2209
Post Resch Tallon Group
New York
$431K +$163K +520 +54%
XWL
2210
XXI Wealth LLC
Illinois
$430K +$44K +140 +10%
LAM
2211
Lewis Asset Management
California
$430K – – –
CRIG
2212
Charter Research & Investment Group
Connecticut
$428K – – –
AAA
2213
Andrews Advisory Associates
Hawaii
$428K +$1.57K +5 +0.3%
WCM
2214
WealthBridge Capital Management
Ohio
$424K -$129K -412 -22%
BFO
2215
Biltmore Family Office
North Carolina
$424K – – –
SIA
2216
SGL Investment Advisors
Montana
$424K +$4.71K +15 +1%
HFF
2217
Halter Ferguson Financial
Indiana
$424K -$943 -3 -0.2%
OC
2218
Oakworth Capital
Alabama
$423K +$4.09K +13 +0.9%
SGI
2219
Swan Global Investments
Colorado
$423K +$54.4K +173 +13%
RMCM
2220
Reynders McVeigh Capital Management
Massachusetts
$422K -$29.2K -93 -6%
MBC
2221
Michael Brady & Co
Ohio
$422K – – –
LWA
2222
Legacy Wealth Advisors
Florida
$422K +$200K +637 +75%
DSAM
2223
Dock Street Asset Management
Florida
$422K +$467K +1,486 New
WA
2224
Waystone Advisors
Washington
$421K +$36.1K +115 +8%
EB
2225
Emprise Bank
Kansas
$421K – – –
87 88
89
90 91