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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
2126
Sivia Capital Partners
California
$744K +$57.9K +127 +8%
KDA
2127
Kraft Davis & Associates
Missouri
$743K – – –
CS
2128
Crescent Sterling
Louisiana
$742K -$6.83K -15 -0.9%
APWM
2129
Argonautica Private Wealth Management
Massachusetts
$738K – – –
OPA
2130
Old Port Advisors
Maine
$738K +$26K +57 +4%
MWAM
2131
Manhattan West Asset Management
California
$737K +$9.57K +21 +1%
TC
2132
Trust Company
Kansas
$737K -$207K -455 -21%
DIP
2133
DT Investment Partners
Pennsylvania
$735K +$154K +339 +26%
FIB
2134
First Interstate Bank
Montana
$734K -$58.8K -129 -7%
WB
2135
Webster Bank
Connecticut
$731K -$72.9K -160 -9%
MSA
2136
Marino Stram & Associates
Massachusetts
$731K +$32.8K +72 +5%
GFS
2137
GYL Financial Synergies
Connecticut
$729K -$1.82K -4 -0.2%
ACM
2138
Advance Capital Management
Michigan
$728K – – –
TIM
2139
Tevis Investment Management
Texas
$728K – – –
SI
2140
Seeds Investor
New York
$725K +$155K +340 +26%
PCG
2141
PFC Capital Group
California
$724K -$76.5K -168 -9%
GWM
2142
GSB Wealth Management
Connecticut
$724K – – –
OWM
2143
OneAscent Wealth Management
Alabama
$723K -$11.4K -25 -2%
BIM
2144
Baldwin Investment Management
Pennsylvania
$723K – – –
CWA
2145
Clarity Wealth Advisors
California
$722K +$911 +2 +0.1%
WKSWA
2146
White Knight Strategic Wealth Advisors
New Jersey
$719K – – –
WI
2147
WBI Investments
New Jersey
$719K +$742K +1,629 New
MAM
2148
McLean Asset Management
Virginia
$718K -$41K -90 -5%
RWA
2149
Redhawk Wealth Advisors
Minnesota
$718K -$73.3K -161 -9%
HPM
2150
Hoxton Planning & Management
West Virginia
$717K -$5.01K -11 -0.7%
84 85
86
87 88