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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
2101
Argus Investors Counsel
New York
$4.78M +$46.3K +75 +1%
NAG
2102
Northstar Advisory Group
New Jersey
$4.78M -$1.02M -1,652 -20%
CH
2103
Cromwell Holdings
Wyoming
$4.77M – – –
BIP
2104
Blueprint Investment Partners
North Carolina
$4.76M +$3.98M +6,448 New
PW
2105
Potentia Wealth
California
$4.75M +$1.34M +2,174 +51%
ZIC
2106
ZWJ Investment Counsel
Georgia
$4.75M +$77.9K +126 +2%
PT
2107
Plimoth Trust
Massachusetts
$4.75M +$532K +861 +15%
PAS
2108
Point72 Asia (Singapore)
Singapore
$4.74M -$6.97M -11,277 -64%
CRI
2109
Colonial River Investments
Virginia
$4.73M -$340K -551 -8%
CWA
2110
Consilio Wealth Advisors
Washington
$4.72M +$70.4K +114 +2%
GWSG
2111
GPS Wealth Strategies Group
Colorado
$4.72M +$37.7K +61 +1%
CCFM
2112
Clear Creek Financial Management
Washington
$4.72M +$1.1M +1,778 +39%
CCM
2113
Cinctive Capital Management
New York
$4.72M -$4.46M -7,211 -53%
DKCM
2114
Davidson Kahn Capital Management
California
$4.71M +$544K +880 +16%
OF
2115
Outfitter Financial
Maine
$4.71M -$116K -187 -3%
GWMIA
2116
Global Wealth Management Investment Advisory
Florida
$4.7M +$85.3K +138 +2%
FPW
2117
Fairvoy Private Wealth
Alabama
$4.7M +$111K +179 +3%
AT
2118
American Trust
Kentucky
$4.7M +$832K +1,346 +27%
KWM
2119
Keebeck Wealth Management
Illinois
$4.7M +$145K +234 +4%
ST
2120
Somerset Trust
Pennsylvania
$4.69M +$3.93M +6,360 New
NWMG
2121
National Wealth Management Group
Ohio
$4.68M -$57.5K -93 -1%
AFA
2122
Antonelli Financial Advisors
Michigan
$4.68M -$179K -289 -4%
NB
2123
Nicolet Bankshares
Wisconsin
$4.68M +$184K +298 +5%
ACM
2124
Ayrshire Capital Management
Connecticut
$4.67M +$3.45M +5,580 +744%
NRD
2125
Nebula Research & Development
New York
$4.67M -$1.3M -2,101 -25%
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85
86 87