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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
876
Roundview Capital
New Jersey
$1.76M +$121K +265 +8%
TWM
877
Trueblood Wealth Management
Ohio
$1.75M +$24.6K +54 +1%
TA
878
TFG Advisers
Michigan
$1.74M +$12.3K +27 +0.7%
AT
879
American Trust
Kentucky
$1.73M -$4.96M -10,862 -75%
BCM
880
Bayesian Capital Management
New York
$1.72M +$1.65M +3,614 New
EAM
881
EdenTree Asset Management
United Kingdom
$1.72M – – –
FFM
882
Forum Financial Management
Illinois
$1.71M -$456 -1 -0%
PA
883
Pinnacle Associates
New York
$1.71M +$53.4K +117 +3%
MWM
884
Mattern Wealth Management
Kansas
$1.71M -$1.9M -4,162 -54%
PPP
885
Private Portfolio Partners
New Jersey
$1.71M +$1.63M +3,576 New
FDP
886
Financiere des Professionnels
Quebec, Canada
$1.7M -$374K -819 -19%
KWA
887
Kingswood Wealth Advisors
California
$1.69M -$36K -79 -2%
CT
888
Caldwell Trust
Florida
$1.69M +$4.56K +10 +0.3%
SPC
889
Spirepoint Private Client
Florida
$1.69M -$15.1K -33 -0.9%
MP
890
McDonald Partners
Ohio
$1.68M +$64.8K +142 +4%
KIA
891
Knollwood Investment Advisory
Maryland
$1.68M – – –
RWB
892
RMR Wealth Builders
New Jersey
$1.68M -$73.5K -161 -4%
ECU
893
Eisler Capital (US)
New York
$1.66M +$593K +1,300 +60%
CT
894
Colonial Trust
South Carolina
$1.65M +$96.7K +212 +7%
BZWA
895
Blue Zone Wealth Advisors
California
$1.64M +$31K +68 +2%
PA
896
PFG Advisors
Arizona
$1.64M +$1.1M +2,408 +233%
KIM
897
Kestra Investment Management
Texas
$1.63M +$1.56M +3,416 New
ANTB
898
AMG National Trust Bank
Colorado
$1.62M +$66.6K +146 +4%
GFS
899
GYL Financial Synergies
Connecticut
$1.61M +$21K +46 +1%
ACI
900
Alpha Cubed Investments
California
$1.61M -$145K -317 -9%
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