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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
3576
Tiller Private Wealth
Pennsylvania
$712K +$108K +168 +16%
HWA
3577
HHM Wealth Advisors
Tennessee
$712K -$65.2K -101 -8%
VC
3578
Veery Capital
Delaware
$711K +$2.58K +4 +0.3%
EP
3579
EPIQ Partners
Minnesota
$711K – – –
DWM
3580
Dogwood Wealth Management
Kansas
$709K +$33.5K +52 +4%
TC
3581
TAGStone Capital
North Carolina
$708K +$110K +170 +16%
MAG
3582
M3 Advisory Group
Massachusetts
$708K -$378K -586 -32%
CCP
3583
Carmel Capital Partners
California
$707K -$131K -203 -14%
LWM
3584
LeConte Wealth Management
Tennessee
$706K +$790K +1,225 New
HP
3585
Holistic Planning
Texas
$703K +$24.5K +38 +3%
VPF
3586
Vantage Point Financial
Illinois
$703K +$156K +242 +25%
PA
3587
Planning Alternatives
Michigan
$703K +$521K +807 +196%
TAM
3588
Townsend Asset Management
North Carolina
$702K +$37.4K +58 +5%
BSHC
3589
Breed's Hill Capital
Massachusetts
$700K -$645 -1 -0.1%
GK
3590
Graney & King
New York
$698K +$7.1K +11 +0.9%
TSS
3591
Two Sigma Securities
New York
$697K -$3.01M -4,660 -79%
CMS
3592
Capital Market Strategies
Florida
$697K -$163K -253 -17%
FWA
3593
Flagship Wealth Advisors
Massachusetts
$696K +$484K +750 +164%
TFA
3594
Trinity Financial Advisors
Ohio
$694K +$123K +191 +17%
IW
3595
Instrumental Wealth
Florida
$693K +$49.7K +77 +6%
RMCM
3596
Reynders McVeigh Capital Management
Massachusetts
$693K -$12.9K -20 -2%
BCM
3597
Bienville Capital Management
New York
$692K +$101K +157 +15%
FFBTD
3598
First Financial Bank - Trust Division
Ohio
$692K +$23.2K +36 +3%
WTG
3599
West Tower Group
Virginia
$692K -$387K -600 -33%
LCS
3600
Levin Capital Strategies
New York
$691K +$257K +398 +50%
142 143
144
145 146