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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
801
Pallas Capital Advisors
Massachusetts
$339K +$67.9K +1,751 +31%
CCM
802
Canal Capital Management
Virginia
$338K +$736 +19 +0.3%
CPSC
803
Carl P. Sherr & Co
Massachusetts
$337K -$65.6K -1,693 -19%
FHA
804
First Horizon Advisors
Tennessee
$336K -$122K -3,161 -30%
IPW
805
Impact Partnership Wealth
Georgia
$335K +$266K +6,871 +1,316%
SMA
806
Sage Mountain Advisors
Georgia
$335K +$286K +7,391 New
CWA
807
CM Wealth Advisors
Ohio
$334K +$286K +7,373 New
MC
808
Moors & Cabot
Massachusetts
$332K +$62.5K +1,612 +28%
CWM
809
Cornerstone Wealth Management
Missouri
$332K +$32.7K +843 +13%
RIA
810
Regal Investment Advisors
Michigan
$330K -$18.3K -473 -6%
LA
811
LM Advisors
California
$330K -$48.1K -1,240 -15%
FWM
812
Forza Wealth Management
Florida
$330K – – –
WPW
813
Waldron Private Wealth
Pennsylvania
$328K +$13.4K +347 +5%
CIA
814
Capital Investment Advisors
Georgia
$326K +$11.2K +289 +4%
CA
815
Claro Advisors
Massachusetts
$326K +$41K +1,057 +17%
GM
816
GeoWealth Management
Illinois
$326K -$60.5K -1,560 -18%
SAM
817
Silvercrest Asset Management
New York
$322K +$18.3K +473 +7%
CAMG
818
CWA Asset Management Group
Florida
$320K +$273K +7,050 New
MNBTD
819
Moody National Bank Trust Division
Texas
$317K +$27.1K +700 +11%
AWM
820
AE Wealth Management
Kansas
$314K -$3.29M -84,807 -92%
BAM
821
Belpointe Asset Management
Nevada
$313K -$265K -6,834 -50%
PCM
822
Perritt Capital Management
Illinois
$313K +$78 +2 +0%
LC
823
Lindbrook Capital
California
$311K +$13.2K +341 +5%
WA
824
Wealth Alliance
New York
$311K +$14.7K +379 +6%
MAM
825
Meeder Asset Management
Ohio
$310K -$495K -12,781 -65%
31 32
33
34 35