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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1576
Lake Street Private Wealth
Illinois
$10.4M +$32K +43 +0.3%
PWPS
1577
Pinnacle Wealth Planning Services
Ohio
$10.4M +$429K +577 +4%
HCA
1578
Hyperion Capital Advisors
New York
$10.3M -$2.69M -3,612 -20%
AF
1579
Aviso Financial
Ontario, Canada
$10.3M +$540K +725 +5%
BAM
1580
Bell Asset Management
Australia
$10.3M -$3.26M -4,385 -24%
FMWA
1581
Forvis Mazars Wealth Advisors
Missouri
$10.3M -$566K -761 -5%
CAAS
1582
Capital Asset Advisory Services
Michigan
$10.3M +$1.06M +1,418 +11%
DLCIG
1583
D.L. Carlson Investment Group
New Hampshire
$10.3M -$47.6K -64 -0.5%
PC
1584
Panoramic Capital
California
$10.3M +$886K +1,190 +9%
TCM
1585
Traynor Capital Management
Pennsylvania
$10.2M +$7.08M +9,512 +214%
BGIM
1586
Brandywine Global Investment Management
Pennsylvania
$10.2M -$2.52M -3,386 -20%
EHC
1587
Everett Harris & Co
California
$10.2M -$15.6K -21 -0.2%
PCG
1588
Prosperity Consulting Group
Maryland
$10.2M +$2.25M +3,028 +28%
FWI
1589
Facet Wealth Inc
Maryland
$10.2M +$653K +878 +7%
MMG
1590
Monetary Management Group
Missouri
$10.1M -$729K -980 -7%
CPC
1591
Congress Park Capital
New York
$10.1M -$118K -159 -1%
ACM
1592
Alpha Capital Management
Texas
$10.1M -$366K -492 -3%
CIP
1593
Capital Insight Partners
Arizona
$10.1M -$252K -338 -2%
CWM
1594
Circle Wealth Management
New Jersey
$10.1M -$248K -333 -2%
EAMA
1595
EFG Asset Management (Americas)
Florida
$10.1M +$44.7K +60 +0.4%
YIA
1596
YHB Investment Advisors
Connecticut
$10.1M -$81.9K -110 -0.8%
FWM
1597
Finer Wealth Management
Massachusetts
$10M -$14.9K -20 -0.1%
LSWM
1598
Lorne Steinberg Wealth Management
Canada
$10M +$29K +39 +0.3%
DCM
1599
DGS Capital Management
New Jersey
$10M +$294K +395 +3%
ACM
1600
Alcosta Capital Management
California
$10M -$156K -210 -2%
62 63
64
65 66