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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2076
Chronos Wealth Management
Florida
$1.67M +$299K +830 +20%
MIM
2077
Moseley Investment Management
Florida
$1.67M -$58K -161 -3%
BCM
2078
Brasada Capital Management
Texas
$1.67M +$17.6K +49 +1%
GWSG
2079
GPS Wealth Strategies Group
Colorado
$1.66M +$38.5K +107 +2%
CWS
2080
Cypress Wealth Services
California
$1.64M -$105K -292 -6%
FDS
2081
First Dallas Securities
Texas
$1.64M +$203K +565 +13%
TFO
2082
Tarbox Family Office
California
$1.63M -$182K -506 -10%
VWM
2083
Vigilare Wealth Management
Arizona
$1.63M +$22.3K +62 +1%
DBIA
2084
Dumont & Blake Investment Advisors
New Jersey
$1.63M +$8.64K +24 +0.5%
CPWM
2085
Cypress Point Wealth Management
Texas
$1.63M – – –
KAM
2086
Karani Asset Management
New York
$1.62M +$241K +669 +16%
KWMG
2087
King Wealth Management Group
Florida
$1.62M – – –
PP
2088
PDS Planning
Ohio
$1.62M +$571K +1,584 +50%
MBT
2089
Montecito Bank & Trust
California
$1.62M +$3.96K +11 +0.2%
DA
2090
DSC Advisors
Illinois
$1.62M +$139K +386 +9%
VNA
2091
Valley National Advisers
Pennsylvania
$1.61M +$68.8K +191 +4%
EF
2092
Empowered Funds
Pennsylvania
$1.61M -$102K -283 -6%
AIA
2093
Angeles Investment Advisors
California
$1.61M +$651K +1,808 +62%
SG
2094
StoneX Group
New York
$1.6M +$80.7K +224 +5%
CWM
2095
Centric Wealth Management
Illinois
$1.59M +$3.24K +9 +0.2%
TAM
2096
Tealwood Asset Management
Minnesota
$1.59M +$1.69M +4,683 New
SW
2097
SlateStone Wealth
Florida
$1.59M +$89K +247 +6%
SAM
2098
SignalPoint Asset Management
Missouri
$1.58M -$56.2K -156 -3%
RPWA
2099
Regent Peak Wealth Advisors
Georgia
$1.58M +$15.5K +43 +0.9%
FMB
2100
Field & Main Bank
Kentucky
$1.58M -$82.8K -230 -5%
82 83
84
85 86