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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
901
Monarch Capital Management
Indiana
$812K – – –
IWP
902
Icon Wealth Partners
Texas
$804K +$758K +2,262 New
DTC
903
Davidson Trust Company
Washington
$803K +$12.7K +38 +2%
PWMG
904
Prestige Wealth Management Group
New Jersey
$802K +$101K +303 +16%
CFG
905
Carr Financial Group
Massachusetts
$801K – – –
GCM
906
Graham Capital Management
Connecticut
$800K +$754K +2,252 New
BIC
907
Beach Investment Counsel
Pennsylvania
$800K – – –
RW
908
REDW Wealth
New Mexico
$795K +$13.7K +41 +2%
APIM
909
Agate Pass Investment Management
Washington
$792K +$63.6K +190 +9%
BC
910
Brookfield Corp
Ontario, Canada
$792K -$7.66M -22,861 -91%
PCM
911
Pointe Capital Management
Michigan
$791K -$77.4K -231 -9%
PWMAG
912
Pinnacle Wealth Management Advisory Group
New Jersey
$790K +$47.2K +141 +7%
CPWA
913
Cerro Pacific Wealth Advisors
California
$785K -$33.2K -99 -4%
DA
914
Dover Advisors
Virginia
$784K -$9.04K -27 -1%
QCM
915
Qsemble Capital Management
New York
$782K +$435K +1,300 +144%
PCP
916
Proficio Capital Partners
Massachusetts
$773K -$14.4K -43 -2%
CG
917
Caprock Group
Idaho
$771K +$271K +808 +59%
CIC
918
Carnegie Investment Counsel
Ohio
$769K +$8.37K +25 +1%
SB
919
Strategic Blueprint
Georgia
$764K +$46.5K +139 +7%
TCWM
920
Total Clarity Wealth Management
Illinois
$759K -$130K -389 -15%
SC
921
Savant Capital
Illinois
$757K -$337K -1,005 -32%
EWA
922
EverSource Wealth Advisors
Alabama
$752K +$6.03K +18 +0.9%
OL
923
Optas LLC
Texas
$752K +$13.4K +40 +2%
WPC
924
Wedmont Private Capital
Pennsylvania
$752K +$117K +348 +20%
HCM
925
Howland Capital Management
Massachusetts
$751K +$31.1K +93 +5%
35 36
37
38 39