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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1601
Wealth Alliance
New York
$1.99M -$33.7K -74 -2%
HFA
1602
Harbert Fund Advisors
Alabama
$1.99M +$114K +250 +6%
TWM
1603
TriaGen Wealth Management
California
$1.98M -$4.55K -10 -0.2%
CBTWT
1604
Community Bank & Trust (Waco, Texas)
Texas
$1.98M -$1.37K -3 -0.1%
SI
1605
Scharf Investments
California
$1.98M +$88.4K +194 +5%
CC
1606
Capital Counsel
New York
$1.97M -$45.6K -100 -2%
PWMG
1607
Prestige Wealth Management Group
New Jersey
$1.97M +$887K +1,948 +78%
CWM
1608
Compass Wealth Management
Connecticut
$1.96M – – –
DTL
1609
Dynamic Technology Lab
Singapore
$1.96M +$1.58M +3,474 +362%
WTC
1610
WhitTier Trust Company
Nevada
$1.95M +$70.2K +154 +4%
SMC
1611
Smith, Moore & Co
Missouri
$1.95M -$4.55K -10 -0.2%
REMPR
1612
Roof Eidam Maycock Peralta (REMP)
California
$1.94M +$66.1K +145 +3%
IBOK
1613
Independence Bank of Kentucky
Kentucky
$1.94M +$858K +1,884 +75%
SWM
1614
Sendero Wealth Management
Texas
$1.94M -$25.1K -55 -1%
CCFCSB
1615
Cape Cod Five Cents Savings Bank
Massachusetts
$1.93M -$251K -550 -11%
OIS
1616
Okabena Investment Services
Minnesota
$1.93M -$2.63M -5,769 -57%
AIP
1617
Alapocas Investment Partners
Massachusetts
$1.92M – – –
FMTC
1618
Farmers & Merchants Trust Company
California
$1.92M +$139K +305 +8%
KP
1619
Keel Point
Alabama
$1.92M +$188K +412 +11%
CP
1620
Canopy Partners
Ohio
$1.91M +$35.5K +78 +2%
WC
1621
Westhampton Capital
North Carolina
$1.91M – – –
CWM
1622
Cornerstone Wealth Management
Missouri
$1.91M +$56.9K +125 +3%
AWMT
1623
AAFMAA Wealth Management & Trust
North Carolina
$1.91M +$484K +1,063 +33%
BFS
1624
Bard Financial Services
Connecticut
$1.9M – – –
RWP
1625
Revolve Wealth Partners
New Jersey
$1.89M -$136K -299 -7%
63 64
65
66 67