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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2226
Catalyst Private Wealth
California
$583K -$16.6K -86 -2%
HWA
2227
Heritage Wealth Advisors
Virginia
$581K -$6.85M -35,517 -91%
TC
2228
TAGStone Capital
North Carolina
$580K -$775K -4,015 -53%
DAM
2229
Delta Asset Management
Tennessee
$580K -$6.75K -35 -1%
VC
2230
Vicus Capital
Pennsylvania
$579K -$15.4K -80 -2%
FNBOSM
2231
First National Bank of South Miami
Florida
$579K +$3.28K +17 +0.5%
ISWM
2232
Independent Solutions Wealth Management
New York
$579K -$595K -3,086 -46%
RPWA
2233
Regent Peak Wealth Advisors
Georgia
$578K -$108K -562 -14%
MTC
2234
McDaniel Terry & Co
Texas
$576K +$232K +1,205 +51%
WF
2235
WoodTrust Financial
Wisconsin
$574K +$192K +993 +39%
EP
2236
Eudaimonia Partners
Tennessee
$573K -$326K -1,690 -32%
MWAM
2237
Manhattan West Asset Management
California
$572K -$72.7K -377 -10%
9WM
2238
9258 Wealth Management
Ohio
$572K +$92.2K +478 +16%
CWM
2239
Cherrydale Wealth Management
New Jersey
$571K -$82K -425 -11%
CANY
2240
Caxton Associates (New York)
New York
$571K +$176K +912 +35%
PC
2241
Pecaut & Co
Iowa
$570K +$26.2K +136 +4%
TWM
2242
Thrive Wealth Management
Pennsylvania
$569K +$44.6K +231 +7%
GWM
2243
GSB Wealth Management
Connecticut
$568K +$191K +990 +39%
TWA
2244
TCI Wealth Advisors
Arizona
$567K -$63.3K -328 -8%
AWM
2245
Angeles Wealth Management
California
$567K -$14.3K -74 -2%
CHA
2246
Cooper/Haims Advisors
New York
$566K -$41.1K -213 -6%
AIP
2247
ARS Investment Partners
New York
$566K +$166K +861 +33%
PCM
2248
Pointe Capital Management
Michigan
$559K -$9.65K -50 -1%
PSC
2249
Prentiss Smith & Co
Vermont
$558K – – –
EWA
2250
Encompass Wealth Advisors
Oregon
$556K -$125K -649 -16%
88 89
90
91 92