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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1826
Shulman DeMeo Asset Management
New York
$1.56M – – –
PCS
1827
Personal CFO Solutions
New Jersey
$1.56M -$22.2K -90 -2%
ZF
1828
Zhang Financial
Michigan
$1.55M +$508K +2,059 +63%
AWP
1829
Accretive Wealth Partners
New Jersey
$1.55M +$19.2K +78 +1%
VCM
1830
Vetamer Capital Management
California
$1.55M -$1.19M -4,824 -47%
SCA
1831
Sassicaia Capital Advisers
New York
$1.55M -$2.17M -8,775 -62%
RMA
1832
Roffman Miller Associates
Pennsylvania
$1.55M +$272K +1,101 +26%
CNBT
1833
Canandaigua National Bank & Trust
New York
$1.54M +$37.5K +152 +3%
BB
1834
Bell Bank
North Dakota
$1.54M +$738K +2,990 +126%
PCM
1835
Pennsylvania Capital Management
Pennsylvania
$1.54M -$6.91K -28 -0.5%
OBWG
1836
Onyx Bridge Wealth Group
New York
$1.54M +$543K +2,202 +70%
WA
1837
Wambolt & Associates
Colorado
$1.53M -$1.97K -8 -0.1%
BS
1838
Bessemer Securities
New York
$1.53M -$999K -4,050 -43%
SMH
1839
Sanders Morris Harris
Texas
$1.52M +$985K +3,992 +301%
ADIM
1840
Alpha DNA Investment Management
Maryland
$1.52M -$545K -2,210 -29%
CC
1841
Commons Capital
Massachusetts
$1.52M +$74K +300 +6%
RWM
1842
RKL Wealth Management
Pennsylvania
$1.51M -$48.9K -198 -4%
KWM
1843
Keebeck Wealth Management
Illinois
$1.51M +$46.6K +189 +4%
MW
1844
Marcum Wealth
Ohio
$1.51M +$3.21K +13 +0.2%
PCIG
1845
Partners Capital Investment Group
Massachusetts
$1.51M +$1.29M +5,248 New
BCM
1846
Boltwood Capital Management
California
$1.5M – – –
RDWM
1847
Red Door Wealth Management
Tennessee
$1.5M +$325K +1,316 +34%
FIM
1848
Freedom Investment Management
Connecticut
$1.5M -$1.48K -6 -0.1%
CFP
1849
Catalyst Financial Partners
Massachusetts
$1.5M +$230K +934 +22%
FFN
1850
Focus Financial Network
Minnesota
$1.49M +$69.8K +283 +6%
72 73
74
75 76