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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
1851
Cardinal Strategic Wealth Guidance
Kentucky
$705K – – –
SIM
1852
Sadoff Investment Management
Wisconsin
$704K +$3.11K +9 +0.5%
S
1853
swisspartners
Liechtenstein
$702K – – –
CCM
1854
Canal Capital Management
Virginia
$701K +$346 +1 +0.1%
AL
1855
Arnhold LLC
New York
$700K – – –
FCFC
1856
First Commonwealth Financial Corp
Pennsylvania
$699K +$3.11K +9 +0.5%
TCB
1857
Texas Capital Bancshares
Texas
$698K – – –
WMA
1858
Wealth Management Associates
New Jersey
$698K -$13.5K -39 -2%
PGH
1859
Partners Group Holding
Switzerland
$693K – – –
MWM
1860
Minot Wealth Management
Massachusetts
$692K -$322K -930 -33%
DWM
1861
Dorchester Wealth Management
Quebec, Canada
$687K +$289K +836 +78%
WTA
1862
Washington Trust Advisors
Massachusetts
$686K +$661K +1,910 New
TA
1863
TFG Advisers
Michigan
$683K -$85.8K -248 -12%
NCG
1864
Newport Capital Group
New Jersey
$683K – – –
PAM
1865
Paradigm Asset Management
New York
$682K +$4.84K +14 +0.7%
SWA
1866
Sutton Wealth Advisors
Florida
$681K -$1.73K -5 -0.3%
RCM
1867
Radnor Capital Management
Pennsylvania
$679K – – –
C1AG
1868
Client 1st Advisory Group
Florida
$679K +$47.4K +137 +8%
AWM
1869
Absher Wealth Management
North Carolina
$679K +$68.1K +197 +12%
BS
1870
Boenning & Scattergood
Pennsylvania
$676K +$17.3K +50 +3%
CC
1871
Commons Capital
Massachusetts
$676K +$651K +1,882 New
GVAG
1872
Great Valley Advisor Group
Delaware
$675K -$31.8K -92 -5%
CAL
1873
Capital Advisors Ltd
Ohio
$674K +$340K +982 +110%
TWM
1874
Thrive Wealth Management
Pennsylvania
$674K +$648K +1,875 New
MAM
1875
McLean Asset Management
Virginia
$672K -$104K -300 -14%
73 74
75
76 77