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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
926
Curated Wealth Partners
California
$585K – – –
WMA
927
Wealth Management Associates
New Jersey
$573K – – –
TCM
928
Tributary Capital Management
Nebraska
$573K -$15.5K -50 -3%
PWPS
929
Pinnacle Wealth Planning Services
Ohio
$572K -$13K -42 -2%
CIA
930
Choate Investment Advisors
Massachusetts
$570K +$552K +1,785 New
CWM
931
Chesapeake Wealth Management
Virginia
$569K – – –
MC
932
Moors & Cabot
Massachusetts
$566K +$146K +473 +36%
CIC
933
Carnegie Investment Counsel
Ohio
$550K +$38K +123 +8%
DJSG
934
D.J. St. Germain
Massachusetts
$548K +$46.1K +149 +10%
AP
935
Appleton Partners
Massachusetts
$545K – – –
AIC
936
Archer Investment Corporation
Indiana
$543K – – –
PBO
937
Peoples Bank (Ohio)
Ohio
$540K – – –
BCM
938
Brookstone Capital Management
Illinois
$538K +$55K +178 +12%
LCS
939
Levin Capital Strategies
New York
$531K +$309K +1,000 +151%
GI
940
Gradient Investments
Minnesota
$529K -$17.6K -57 -3%
BMC
941
Benin Management Corp
Connecticut
$527K – – –
CWS
942
Confluence Wealth Services
Pennsylvania
$527K +$510K +1,651 New
RCAG
943
Rehmann Capital Advisory Group
Michigan
$527K -$8.35K -27 -2%
IAN
944
Integrated Advisors Network
Texas
$524K +$115K +372 +29%
AWM
945
Aevitas Wealth Management
Massachusetts
$524K +$329K +1,063 +184%
SSA
946
South Street Advisors
New York
$520K – – –
NSAM
947
North Star Asset Management
Wisconsin
$519K +$928 +3 +0.2%
WAAG
948
Wealth Alliance Advisory Group
Kansas
$519K +$9.89K +32 +2%
BDWM
949
Brewin Dolphin Wealth Management
Ireland
$519K +$10.2K +33 +2%
CA
950
Continuum Advisory
Idaho
$518K +$194K +627 +61%
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