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Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1726
Wealthcare Advisory Partners
Pennsylvania
$708K -$78.7K -495 -10%
MIM
1727
Moseley Investment Management
Florida
$708K +$676K +4,248 New
QPWM
1728
Quadrant Private Wealth Management
Pennsylvania
$706K -$55.7K -350 -8%
DWT
1729
Dorsey & Whitney Trust
South Dakota
$704K +$30.4K +191 +5%
NEPWA
1730
New England Private Wealth Advisors
Massachusetts
$696K +$28.3K +178 +4%
LFA
1731
Legend Financial Advisors
Pennsylvania
$694K +$662K +4,162 New
SWM
1732
Segment Wealth Management
Texas
$693K +$31.6K +199 +5%
ST
1733
Spinnaker Trust
Maine
$693K +$89.5K +563 +16%
MBT
1734
Montecito Bank & Trust
California
$689K -$193K -1,215 -23%
FBT
1735
First Bank & Trust
South Dakota
$687K -$773K -4,862 -54%
DWM
1736
Dakota Wealth Management
Florida
$687K -$156K -978 -19%
PFGIA
1737
Patriot Financial Group Insurance Agency
Massachusetts
$687K +$255K +1,602 +63%
LDB
1738
Lee, Danner & Bass
Tennessee
$684K – – –
WAM
1739
Wolverine Asset Management
Illinois
$681K -$11.7M -73,594 -95%
BFO
1740
Boston Family Office
Massachusetts
$681K -$778K -4,895 -55%
SLF
1741
Sun Life Financial
Ontario, Canada
$679K -$415K -2,609 -39%
BWM
1742
Baystate Wealth Management
Massachusetts
$675K +$12.2K +77 +2%
BIA
1743
Bigelow Investment Advisors
Maine
$674K -$197K -1,237 -23%
MCM
1744
Manchester Capital Management
Vermont
$674K +$14.3K +90 +2%
SG
1745
StoneX Group
New York
$672K +$29.7K +187 +5%
CAMG
1746
CWA Asset Management Group
Florida
$671K -$2.52M -15,848 -80%
MCC
1747
Malaga Cove Capital
California
$670K +$5.41K +34 +0.9%
ACM
1748
AlphaCrest Capital Management
New York
$669K -$1.69M -10,658 -73%
NC
1749
Noked Capital
Israel
$667K +$636K +4,000 New
NI
1750
Noked Israel
Israel
$667K +$636K +4,000 New
68 69
70
71 72