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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2151
Paragon Private Wealth Management
Kentucky
$1.64M +$1.61M +4,860 New
MBT
2152
Montecito Bank & Trust
California
$1.63M +$26.6K +80 +2%
FNBSF
2153
First National Bank Sioux Falls
South Dakota
$1.63M +$449K +1,351 +39%
CRI
2154
Colonial River Investments
Virginia
$1.63M +$1.61M +4,847 New
RPWA
2155
Regent Peak Wealth Advisors
Georgia
$1.63M +$60.8K +183 +4%
VWM
2156
Vigilare Wealth Management
Arizona
$1.63M +$7.3K +22 +0.5%
BOPW
2157
Brandywine Oak Private Wealth
Pennsylvania
$1.62M -$258K -778 -14%
WWM
2158
Westwood Wealth Management
California
$1.62M +$1.6M +4,811 New
OQS
2159
Occudo Quantitative Strategies
Florida
$1.62M +$1.59M +4,804 New
CC
2160
Claybrook Capital
Massachusetts
$1.61M +$209K +630 +15%
BIP
2161
Blueprint Investment Partners
North Carolina
$1.61M -$217K -654 -12%
DBIA
2162
Dumont & Blake Investment Advisors
New Jersey
$1.61M +$996 +3 +0.1%
MW
2163
Marcum Wealth
Ohio
$1.61M -$144K -433 -8%
CCM
2164
Crew Capital Management
Ohio
$1.61M -$124K -375 -7%
CPWM
2165
Cypress Point Wealth Management
Texas
$1.61M – – –
SAM
2166
Secure Asset Management
Michigan
$1.6M +$284K +854 +22%
CF
2167
Copperwynd Financial
Arizona
$1.6M +$184K +555 +13%
SMA
2168
Sage Mountain Advisors
Georgia
$1.6M +$237K +714 +18%
CFG
2169
Cooper Financial Group
California
$1.59M -$205K -616 -12%
TFP
2170
Tilia Fiduciary Partners
North Carolina
$1.59M +$1.57M +4,726 New
CWS
2171
Cypress Wealth Services
California
$1.58M -$46.1K -139 -3%
CWM
2172
C2C Wealth Management
Arizona
$1.57M +$1.55M +4,679 New
TAMH
2173
Taikang Asset Management (HK)
Hong Kong
$1.57M -$2.92M -8,797 -65%
VFG
2174
V2 Financial group
Illinois
$1.57M +$815K +2,455 +112%
HIP
2175
HUB Investment Partners
Texas
$1.56M -$244K -735 -14%
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87
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