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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1851
Tilia Fiduciary Partners
North Carolina
$706K +$680K +1,966 New
CSWG
1852
Cardinal Strategic Wealth Guidance
Kentucky
$705K – – –
SIM
1853
Sadoff Investment Management
Wisconsin
$704K +$3.11K +9 +0.5%
S
1854
swisspartners
Liechtenstein
$702K – – –
CCM
1855
Canal Capital Management
Virginia
$701K +$346 +1 +0.1%
AL
1856
Arnhold LLC
New York
$700K – – –
FCFC
1857
First Commonwealth Financial Corp
Pennsylvania
$699K +$3.11K +9 +0.5%
TCB
1858
Texas Capital Bancshares
Texas
$698K – – –
WMA
1859
Wealth Management Associates
New Jersey
$698K -$13.5K -39 -2%
PGH
1860
Partners Group Holding
Switzerland
$693K – – –
MWM
1861
Minot Wealth Management
Massachusetts
$692K -$322K -930 -33%
DWM
1862
Dorchester Wealth Management
Quebec, Canada
$687K +$289K +836 +78%
WTA
1863
Washington Trust Advisors
Massachusetts
$686K +$661K +1,910 New
TA
1864
TFG Advisers
Michigan
$683K -$85.8K -248 -12%
NCG
1865
Newport Capital Group
New Jersey
$683K – – –
PAM
1866
Paradigm Asset Management
New York
$682K +$4.84K +14 +0.7%
SWA
1867
Sutton Wealth Advisors
Florida
$681K -$1.73K -5 -0.3%
RCM
1868
Radnor Capital Management
Pennsylvania
$679K – – –
C1AG
1869
Client 1st Advisory Group
Florida
$679K +$47.4K +137 +8%
AWM
1870
Absher Wealth Management
North Carolina
$679K +$68.1K +197 +12%
BS
1871
Boenning & Scattergood
Pennsylvania
$676K +$17.3K +50 +3%
CC
1872
Commons Capital
Massachusetts
$676K +$651K +1,882 New
GVAG
1873
Great Valley Advisor Group
Delaware
$675K -$31.8K -92 -5%
CAL
1874
Capital Advisors Ltd
Ohio
$674K +$340K +982 +110%
TWM
1875
Thrive Wealth Management
Pennsylvania
$674K +$648K +1,875 New
73 74
75
76 77