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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2551
Carmichael Hill & Associates
Maryland
$807K -$31.5K -95 -4%
PM
2552
Penbrook Management
New York
$807K – – –
VCM
2553
Vivaldi Capital Management
Illinois
$803K -$30.5K -92 -4%
CI
2554
CPR Investments
Michigan
$799K +$788K +2,375 New
FWM
2555
Forefront Wealth Management
Pennsylvania
$799K +$789K +2,376 New
MCA
2556
Morris Capital Advisors
Pennsylvania
$798K -$62.7K -189 -7%
OCPWS
2557
One Charles Private Wealth Services
Massachusetts
$797K -$1.99K -6 -0.3%
D
2558
Diversified
Delaware
$795K – – –
AFG
2559
Albion Financial Group
Utah
$793K +$731K +2,201 +1,402%
AWM
2560
Activest Wealth Management
Florida
$791K +$260K +784 +50%
RWB
2561
RMR Wealth Builders
New Jersey
$790K -$1.67M -5,030 -68%
WCAMG
2562
Woodard & Company Asset Management Group
North Carolina
$790K +$58.4K +176 +8%
MTWM
2563
Masso Torrence Wealth Management
New Jersey
$790K +$780K +2,350 New
TIA
2564
Tiemann Investment Advisors
California
$789K -$46.5K -140 -6%
SCA
2565
STALEY CAPITAL ADVISERS
Pennsylvania
$787K -$220K -664 -22%
CCA
2566
Column Capital Advisors
Indiana
$787K -$69.1K -208 -8%
CSIA
2567
Conrad Siegel Investment Advisors
Pennsylvania
$786K +$769K +2,316 New
DCM
2568
Deuterium Capital Management
Florida
$784K +$774K +2,332 New
WMA
2569
Wealth Management Associates
New Jersey
$782K – – –
CA
2570
Carson Advisory
Georgia
$776K +$766K +2,307 New
OIM
2571
Oder Investment Management
California
$775K +$28.2K +85 +4%
AC
2572
Addison Capital
Pennsylvania
$774K -$13.3K -40 -2%
BEAM
2573
Baker Ellis Asset Management
Washington
$774K – – –
HTHT
2574
Hemenway Trust Hemenway Trust
New Hampshire
$774K +$84K +253 +12%
FW
2575
FirstPurpose Wealth
Utah
$771K +$761K +2,293 New
101 102
103
104 105