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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
1701
New England Private Wealth Advisors
Massachusetts
$996K +$183K +1,000 +24%
CA
1702
Crewe Advisors
Utah
$992K +$489K +2,678 +109%
CMBA
1703
C.M. Bidwell & Associates
Hawaii
$987K -$22.8K -125 -2%
AP
1704
AlpInvest Partners
Netherlands
$987K +$935K +5,115 New
BWM
1705
BerganKDV Wealth Management
Minnesota
$982K -$36.7K -201 -4%
CIP
1706
Convergence Investment Partners
Florida
$982K +$20.1K +110 +2%
SBWM
1707
Sunflower Bank Wealth Management
Arizona
$979K – – –
HCM
1708
Howland Capital Management
Massachusetts
$979K +$183 +1 +0%
FA
1709
FMA Advisory
Pennsylvania
$977K +$21.2K +116 +2%
FFG
1710
Frisch Financial Group
New York
$974K -$63.6K -348 -6%
GC
1711
Garde Capital
Washington
$973K +$227K +1,245 +33%
WANY
1712
Wealthspire Advisors (New York)
New York
$970K +$918K +5,027 New
SGCA
1713
Steel Grove Capital Advisors
Tennessee
$967K – – –
QCIG
1714
Quad-Cities Investment Group
Iowa
$966K – – –
ACM
1715
Allred Capital Management
Texas
$965K -$187K -1,021 -17%
DWT
1716
Dorsey & Whitney Trust
South Dakota
$964K +$143K +785 +19%
IDBONY
1717
Israel Discount Bank of New York
New York
$960K +$96.8K +530 +12%
FNBOH
1718
First National Bank of Hutchinson
Kansas
$958K +$914 +5 +0.1%
CFA
1719
Carroll Financial Associates
North Carolina
$953K +$293K +1,602 +48%
CWM
1720
Circle Wealth Management
New Jersey
$951K +$291K +1,593 +48%
MMM
1721
Mendel Money Management
Illinois
$951K +$901K +4,929 New
BWM
1722
BigSur Wealth Management
Florida
$946K -$137K -750 -13%
SC
1723
Slow Capital
California
$946K -$21.2K -116 -2%
SFA
1724
Semmax Financial Advisors
North Carolina
$945K +$411K +2,252 +85%
PAM
1725
Pegasus Asset Management
New York
$941K -$3.29K -18 -0.4%
67 68
69
70 71