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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
Crew Capital Management
Ohio
$1.88M -$24.4K -533 -1%
CWP
852
Cyndeo Wealth Partners
Florida
$1.88M -$101K -2,212 -5%
CI
853
Cigna Investments
Connecticut
$1.86M -$29.6K -646 -2%
PCM
854
Parsons Capital Management
Rhode Island
$1.85M +$1.08M +23,512 +128%
DC
855
Davenport & Co
Virginia
$1.84M -$54.7K -1,193 -3%
PBC
856
Pavion Blue Capital
California
$1.84M – – –
ECM
857
Ethos Capital Management
Pennsylvania
$1.83M +$179K +3,895 +10%
CWM
858
Circle Wealth Management
New Jersey
$1.82M +$1.62M +35,432 +617%
VCA
859
Verdence Capital Advisors
Maryland
$1.81M +$36K +786 +2%
GH
860
GAM Holding
Switzerland
$1.8M +$1.43M +31,115 +325%
VVP
861
Venture Visionary Partners
Ohio
$1.8M -$37.6K -820 -2%
TCA
862
Transcend Capital Advisors
New Jersey
$1.78M +$9.58K +209 +0.5%
AAM
863
Advisors Asset Management
Colorado
$1.77M -$265K -5,789 -13%
MA
864
MCF Advisors
Kentucky
$1.77M +$72.6K +1,584 +4%
SFS
865
Sowell Financial Services
Arkansas
$1.77M -$514K -11,207 -22%
LCM
866
Laurion Capital Management
New York
$1.77M +$1.84M +40,059 New
MHC
867
Meyer Handelman Company
New York
$1.76M -$36.7K -800 -2%
IB
868
Intrust Bank
Kansas
$1.76M +$420K +9,172 +30%
PWPS
869
Pinnacle Wealth Planning Services
Ohio
$1.76M -$2.18M -47,607 -54%
EFG
870
Everhart Financial Group
Ohio
$1.75M +$443K +9,664 +32%
SAI
871
Savvy Advisors Inc
New York
$1.75M -$1.1M -23,934 -38%
LPAM
872
Lodestar Private Asset Management
California
$1.75M -$67.6K -1,474 -4%
MCC
873
Money Concepts Capital
Florida
$1.74M +$216K +4,717 +14%
PBCM
874
Point Break Capital Management
Florida
$1.74M +$1.81M +39,400 New
ECM
875
Evergreen Capital Management
Washington
$1.74M +$225K +4,906 +14%
33 34
35
36 37