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Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
2351
Redmond Asset Management
Virginia
$923K -$98.6K -259 -10%
CPA
2352
Clear Perspective Advisors
Illinois
$921K +$105K +275 +14%
AWA
2353
Amplius Wealth Advisors
Pennsylvania
$920K +$845K +2,219 New
MSR
2354
Main Street Research
Connecticut
$918K -$11.4K -30 -1%
CFA
2355
Compass Financial Advisors
Indiana
$916K +$840K +2,207 New
MWM
2356
Mattern Wealth Management
Kansas
$915K -$73.9K -194 -8%
SFG
2357
SNS Financial Group
Minnesota
$911K +$38.5K +101 +5%
BA
2358
Ballast Advisors
Minnesota
$910K +$106K +279 +15%
WCM
2359
Wealthcare Capital Management
Virginia
$908K -$4.57K -12 -0.5%
HCM
2360
Hilton Capital Management
New York
$908K +$123K +322 +17%
FMC
2361
Financial Management Concepts
Florida
$905K – – –
GAM
2362
Grandview Asset Management
Pennsylvania
$905K +$830K +2,180 New
OBWG
2363
Onyx Bridge Wealth Group
New York
$904K +$97.8K +257 +13%
C
2364
Certuity
Florida
$903K -$579K -1,522 -41%
SIS
2365
Sound Income Strategies
Florida
$901K +$8.76K +23 +1%
AIS
2366
American Investment Services
Massachusetts
$899K -$286K -750 -26%
PWM
2367
Palumbo Wealth Management
New York
$894K -$51K -134 -6%
ACP
2368
Arcus Capital Partners
Georgia
$894K +$47.6K +125 +6%
SIA
2369
SkyView Investment Advisors
New Jersey
$891K +$4.19K +11 +0.5%
CAGAS
2370
Capital Advisory Group Advisory Services
Minnesota
$890K -$710K -1,865 -47%
AIA
2371
Arbor Investment Advisors
North Carolina
$890K – – –
MFS
2372
Madrona Financial Services
Washington
$890K – – –
DAM
2373
Derbend Asset Management
Georgia
$887K +$76.5K +201 +10%
TFP
2374
Tilia Fiduciary Partners
North Carolina
$887K +$814K +2,137 New
SGCA
2375
Steel Grove Capital Advisors
Tennessee
$884K -$73.5K -193 -8%
93 94
95
96 97