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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1526
Rockline Wealth Management
New York
$503K – – –
NDBT
1527
North Dallas Bank & Trust
Texas
$503K +$491K +970 New
NFA
1528
Northern Financial Advisors
Michigan
$492K – – –
CIS
1529
Custom Index Systems
New York
$491K -$22.3K -44 -4%
BAM
1530
Berkshire Asset Management
Pennsylvania
$491K -$14.7K -29 -3%
MIP
1531
Marietta Investment Partners
Wisconsin
$490K – – –
PAG
1532
Private Advisory Group
Washington
$490K +$77K +152 +19%
ECM
1533
Estabrook Capital Management
New York
$485K -$7.09K -14 -1%
RCG
1534
Regatta Capital Group
California
$484K – – –
TCM
1535
Tributary Capital Management
Nebraska
$483K – – –
SPWM
1536
Spartan Planning & Wealth Management
North Carolina
$482K -$51.2K -101 -10%
IFWM
1537
Institute for Wealth Management
Colorado
$479K -$39.5K -78 -8%
SPW
1538
Signet Private Wealth
Illinois
$473K -$154K -305 -25%
LCM
1539
Laurion Capital Management
New York
$472K +$461K +910 New
VFG
1540
Victory Financial Group
Texas
$471K -$80.5K -159 -15%
FWA
1541
FSM Wealth Advisors
Ohio
$470K +$34.4K +68 +8%
PIA
1542
Polaris Investment Advisors
Massachusetts
$469K – – –
PWG
1543
Portside Wealth Group
Utah
$467K +$144K +285 +46%
DAM
1544
Davis Asset Management
California
$467K – – –
EW
1545
Elyxium Wealth
California
$466K +$122K +241 +37%
TTWM
1546
TCV Trust & Wealth Management
Virginia
$466K +$55.7K +110 +14%
AWMG
1547
Alliance Wealth Management Group
New Jersey
$463K – – –
TCM
1548
Towercrest Capital Management
Pennsylvania
$463K – – –
HFS
1549
Howard Financial Services
Texas
$463K +$30.4K +60 +7%
DLA
1550
Douglas Lane & Associates
New York
$462K +$9.62K +19 +2%
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