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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2251
Accredited Investors
Minnesota
$832K +$22.5K +90 +2%
DWM
2252
Doyle Wealth Management
Florida
$829K +$68K +272 +8%
DIP
2253
DT Investment Partners
Pennsylvania
$829K +$292K +1,168 +46%
CHA
2254
Cooper/Haims Advisors
New York
$828K +$223K +892 +32%
RGC
2255
Roberts, Glore & Co
Illinois
$828K +$364K +1,458 +64%
KA
2256
Klingman & Associates
New York
$827K -$56.2K -225 -6%
RB
2257
Renasant Bank
Mississippi
$825K +$51K +204 +6%
CPW
2258
Catalyst Private Wealth
California
$823K -$106K -425 -10%
CCM
2259
CTC Capital Management
Illinois
$823K +$925K +3,700 New
PWM
2260
Purus Wealth Management
California
$821K -$23.7K -95 -3%
VC
2261
Vicus Capital
Pennsylvania
$816K -$153K -612 -14%
FWTB
2262
First Western Trust Bank
Colorado
$813K +$892K +3,569 New
KFSC
2263
Keystone Financial Services (Colorado)
Colorado
$812K +$66K +264 +7%
DAM
2264
Delta Asset Management
Tennessee
$808K -$33K -132 -4%
DU
2265
Delphia (USA)
Ontario, Canada
$807K -$132K -529 -13%
PFP
2266
Paragon Financial Partners
California
$807K – – –
TTWM
2267
TCV Trust & Wealth Management
Virginia
$807K +$250 +1 +0%
BFO
2268
Boston Family Office
Massachusetts
$806K -$44K -176 -5%
HIM
2269
Hillsdale Investment Management
Ontario, Canada
$802K +$139K +555 +18%
AWM
2270
Angeles Wealth Management
California
$799K +$898K +3,592 New
APW
2271
Austin Private Wealth
Texas
$797K -$74.5K -298 -8%
LD
2272
Lipe & Dalton
New York
$797K -$38.7K -155 -4%
AFA
2273
American Financial Advisors
Georgia
$796K -$37.7K -151 -4%
BCM
2274
Barden Capital Management
Texas
$796K +$48K +192 +6%
TCM
2275
Traynor Capital Management
Pennsylvania
$796K +$50K +200 +6%
89 90
91
92 93