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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2301
Curated Wealth Partners
California
$1.16M -$90.5K -248 -8%
HR
2302
Howe & Rusling
New York
$1.16M +$65.7K +180 +7%
OCM
2303
Osterweis Capital Management
California
$1.16M -$148K -405 -12%
CH
2304
Cromwell Holdings
Wyoming
$1.16M – – –
FFBTD
2305
First Financial Bank - Trust Division
Ohio
$1.15M -$63.1K -173 -6%
S
2306
Sunpointe
Missouri
$1.15M +$19.3K +53 +2%
BCM
2307
Boltwood Capital Management
California
$1.14M -$5.47K -15 -0.5%
CWA
2308
Consilium Wealth Advisory
Texas
$1.14M +$38.7K +106 +4%
COCM
2309
Charter Oak Capital Management
New Hampshire
$1.13M +$113K +311 +12%
CCA
2310
Catalyst Capital Advisors
New York
$1.13M -$1.21M -3,309 -54%
RGC
2311
Roberts, Glore & Co
Illinois
$1.13M – – –
CIAS
2312
CFS Investment Advisory Services
New Jersey
$1.13M -$844K -2,313 -45%
LC
2313
LCNB Corp
Ohio
$1.13M -$6.57K -18 -0.6%
CGH
2314
CMG Global Holdings
Texas
$1.13M +$1.46K +4 +0.1%
KA
2315
KLCM Advisors
Wisconsin
$1.13M +$13.5K +37 +1%
FPCG
2316
Fort Pitt Capital Group
Pennsylvania
$1.13M -$18.2K -50 -2%
TWM
2317
TCFG Wealth Management
California
$1.13M +$1.02M +2,784 New
C
2318
Certuity
Florida
$1.13M -$42.7K -117 -4%
OTPPB
2319
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.13M -$1.33M -3,656 -57%
GSIAS
2320
Garden State Investment Advisory Services
New Jersey
$1.12M +$66.7K +183 +7%
IPW
2321
Impact Partnership Wealth
Georgia
$1.12M -$1.29M -3,544 -56%
ACA
2322
Affinity Capital Advisors
California
$1.12M +$329K +901 +49%
TCM
2323
Tradewinds Capital Management
Washington
$1.12M -$4.38K -12 -0.4%
ECM
2324
Elgethun Capital Management
South Dakota
$1.11M – – –
PIA
2325
Pinion Investment Advisors
Kansas
$1.11M +$35K +96 +4%
91 92
93
94 95