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Name Holding Trade Value Shares
Change 		Change in
Stake
PM
1751
Parametrica Management
Hong Kong
$323K +$341K +1,815 New
ACM
1752
Alta Capital Management
Utah
$322K -$188 -1 -0.1%
AWMG
1753
Alliance Wealth Management Group
New Jersey
$322K +$60K +320 +22%
BFPW
1754
BOK Financial Private Wealth
Colorado
$321K -$69.8K -372 -17%
CWS
1755
Cypress Wealth Services
California
$321K -$27.6K -147 -8%
SFM
1756
Signature Financial Management
Virginia
$321K – – –
OC
1757
Oarsman Capital
Wisconsin
$320K -$10.3K -55 -3%
LPC
1758
Loeb Partners Corp
New York
$320K +$56.3K +300 +20%
WA
1759
WealthTrust Axiom
Pennsylvania
$320K +$65.7K +350 +24%
WBC
1760
West Branch Capital
Massachusetts
$320K +$337K +1,797 New
GIA
1761
Granite Investment Advisors
New Hampshire
$319K +$28.1K +150 +9%
MFW
1762
Mosaic Family Wealth
Missouri
$319K +$28.5K +152 +9%
BCA
1763
Berman Capital Advisors
Georgia
$318K +$334K +1,782 New
CG
1764
Cutler Group
California
$317K -$8.62M -45,941 -96%
CCP
1765
Clarkston Capital Partners
Michigan
$317K -$59.3K -316 -15%
FPCM
1766
Financial Partners Capital Management
New York
$317K – – –
SIG
1767
Sky Investment Group
Connecticut
$317K +$334K +1,779 New
FIM
1768
Frontier Investment Management
Texas
$317K +$7.69K +41 +2%
BONST
1769
Bank of Nova Scotia Trust
Ontario, Canada
$316K – – –
PWS
1770
Paragon Wealth Strategies
Florida
$316K +$1.31K +7 +0.4%
RWA
1771
RGT Wealth Advisors
Texas
$313K +$1.13K +6 +0.3%
BO
1772
BRR OpCo
Ohio
$311K -$27K -144 -8%
OPWM
1773
Oak Point Wealth Management
Michigan
$310K +$312K +1,662 +1,170%
WI
1774
Wintrust Investments
Illinois
$309K -$568K -3,026 -64%
TWM
1775
Torch Wealth Management
Ohio
$309K – – –
69 70
71
72 73