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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
MorganRosel Wealth Management
Colorado
$874K +$27.7K +64 +4%
BMC
1077
Beaton Management Company
Massachusetts
$874K +$866 +2 +0.1%
DAC
1078
Dividend Assets Capital
South Carolina
$872K -$866 -2 -0.1%
CRC
1079
Curi RMB Capital
Illinois
$869K +$13.9K +32 +2%
PCM
1080
Penserra Capital Management
California
$867K -$1.21M -2,801 -60%
HIC
1081
Holderness Investments Company
North Carolina
$865K – – –
WFI
1082
West Family Investments
California
$862K -$9.09K -21 -1%
CIC
1083
Carnegie Investment Counsel
Ohio
$859K -$91.8K -212 -10%
GP
1084
Girard Partners
Pennsylvania
$858K -$6.5K -15 -0.8%
SM
1085
Sciencast Management
New Jersey
$855K -$849K -1,961 -52%
TWP
1086
Tyche Wealth Partners
Texas
$853K -$436K -1,006 -35%
NB
1087
Northwest Bancshares
Pennsylvania
$853K – – –
KP
1088
Keel Point
Alabama
$852K +$6.93K +16 +0.9%
LC
1089
LCNB Corp
Ohio
$851K – – –
CFP
1090
Catalyst Financial Partners
Massachusetts
$847K +$72.7K +168 +10%
EWM
1091
Evercore Wealth Management
New York
$845K -$11.3K -26 -1%
CWA
1092
Consilium Wealth Advisory
Texas
$839K +$91.8K +212 +13%
DJSG
1093
D.J. St. Germain
Massachusetts
$837K – – –
QWP
1094
Quotient Wealth Partners
Texas
$834K +$225K +520 +41%
S
1095
SimplyRich
California
$833K +$7.36K +17 +1%
RPWA
1096
Regent Peak Wealth Advisors
Georgia
$830K +$9.96K +23 +1%
BHWM
1097
Bar Harbor Wealth Management
New Hampshire
$830K -$138K -318 -15%
SIA
1098
Strategic Investment Advisors
Michigan
$829K +$179K +414 +30%
CAMG
1099
CWA Asset Management Group
Florida
$823K +$301K +696 +65%
HC
1100
Hara Capital
Washington
$821K – – –
42 43
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