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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
2176
Truvvo Partners
New York
$324K +$381K +1,734 New
OFW
2177
Omnia Family Wealth
Florida
$323K -$63.9K -291 -14%
MCM
2178
Marathon Capital Management
Maryland
$323K -$7.68K -35 -2%
DFA
2179
Delta Financial Advisors
Louisiana
$322K -$42.8K -195 -10%
HCM
2180
Hengehold Capital Management
Ohio
$321K +$107K +488 +40%
PCM
2181
Perritt Capital Management
Illinois
$320K -$22K -100 -6%
PWM
2182
Peterson Wealth Management
Nevada
$319K +$2.42K +11 +0.6%
PFSC
2183
Peoples Financial Services Corp
Pennsylvania
$319K +$111K +505 +42%
FFC
2184
First Financial Corp
Indiana
$318K +$10.8K +49 +3%
TCM
2185
Tandem Capital Management
New Jersey
$318K +$155K +705 +71%
GFP
2186
Gryphon Financial Partners
Ohio
$317K +$27.4K +125 +8%
BWA
2187
Beam Wealth Advisors
Louisiana
$316K -$56.6K -258 -13%
DA
2188
Doliver Advisors
Texas
$316K +$2.19K +10 +0.7%
MWM
2189
Madison Wealth Management
Ohio
$316K +$65.9K +300 +22%
WC
2190
Weil Company
California
$314K -$15.1K -69 -4%
GG
2191
Gleason Group
Kentucky
$313K -$7.24K -33 -2%
M
2192
Mirova
France
$312K -$156K -710 -30%
MHR
2193
Matthew Hamilton Rosenberg
$312K +$366K +1,668 New
MCCP
2194
Mission Creek Capital Partners
California
$311K -$33.1K -151 -8%
LWM
2195
Liberty Wealth Management
California
$311K -$8.12K -37 -2%
ACP
2196
Arcus Capital Partners
Georgia
$311K +$2.85K +13 +0.8%
PO
2197
Private Ocean
California
$311K +$197K +897 +116%
WQ
2198
Wealth Quarterback
New Jersey
$310K -$12.3M -56,054 -97%
ZF
2199
Zhang Financial
Michigan
$309K -$259K -1,181 -42%
GSIS
2200
Global Strategic Investment Solutions
Arizona
$308K +$154K +702 +74%
86 87
88
89 90