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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1551
Thrive Wealth Management
Pennsylvania
$1.33M +$146K +403 +12%
CT
1552
Clearstead Trust
Maine
$1.33M +$14.5K +40 +1%
MFA
1553
Mayflower Financial Advisors
Massachusetts
$1.33M +$30.1K +83 +2%
RP
1554
Rice Partnership
Hawaii
$1.33M -$49.8K -137 -4%
CSI
1555
Cross Staff Investments
New York
$1.33M +$8.35K +23 +0.6%
DBRC
1556
D.B. Root & Company
Pennsylvania
$1.32M -$1.82K -5 -0.1%
MAM
1557
McCarthy Asset Management
California
$1.32M – – –
ACM
1558
AUA Capital Management
Pennsylvania
$1.31M – – –
RWB
1559
RMR Wealth Builders
New Jersey
$1.3M +$335K +923 +35%
WIC
1560
Woodmont Investment Counsel
Tennessee
$1.3M +$56.3K +155 +5%
NAS
1561
Nicolet Advisory Services
Wisconsin
$1.29M +$360K +992 +38%
PA
1562
Paragon Advisors
Texas
$1.29M -$902K -2,483 -41%
WAS
1563
Winch Advisory Services
Wisconsin
$1.29M -$59.9K -165 -4%
ESB
1564
Essex Savings Bank
Connecticut
$1.29M -$48.7K -134 -4%
IDBONY
1565
Israel Discount Bank of New York
New York
$1.29M -$94.1K -259 -7%
GA
1566
Geller Advisors
New York
$1.29M +$131K +362 +11%
BCA
1567
Bay Colony Advisors
Massachusetts
$1.28M +$7.26K +20 +0.6%
MRCM
1568
M&R Capital Management
New Jersey
$1.28M +$70.8K +195 +6%
CFA
1569
Cahill Financial Advisors
Minnesota
$1.28M -$178K -491 -12%
AA
1570
Altman Advisors
Illinois
$1.28M +$22.9K +63 +2%
REMPR
1571
Roof Eidam Maycock Peralta (REMP)
California
$1.28M +$1.27M +3,510 New
ACM
1572
Acrisure Capital Management
Texas
$1.27M +$169K +466 +15%
NW
1573
Naviter Wealth
Arkansas
$1.27M +$55.2K +152 +5%
AL
1574
Aspiriant LLC
California
$1.26M -$84.3K -232 -6%
CWP
1575
Curated Wealth Partners
California
$1.26M – – –
61 62
63
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