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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2501
Caption Management
Oklahoma
$9.38M -$33M -78,850 -76%
SC
2502
Settian Capital
New York
$9.38M – – –
OFS
2503
OMC Financial Services
New York
$9.38M +$421K +1,006 +4%
CI
2504
CacheTech Inc
Utah
$9.38M +$2.34M +5,592 +28%
CP
2505
Canopy Partners
Ohio
$9.34M +$69.5K +166 +0.7%
UBG
2506
United Bank (Georgia)
Georgia
$9.34M +$1.43M +3,411 +16%
EFMC
2507
Empire Financial Management Company
New York
$9.33M -$784K -1,874 -7%
VBCG
2508
Valley Brook Capital Group
Pennsylvania
$9.33M +$143K +341 +1%
TAFW
2509
Tred Avon Family Wealth
Maryland
$9.32M -$32.6K -78 -0.3%
HH
2510
HWG Holdings
Texas
$9.32M -$11.3M -27,089 -52%
AWC
2511
Abundance Wealth Counselors
Pennsylvania
$9.3M +$1.48M +3,534 +16%
EC
2512
Enhancing Capital
Pennsylvania
$9.29M – – –
RWP
2513
Revolve Wealth Partners
New Jersey
$9.29M -$776K -1,854 -7%
LC
2514
LCNB Corp
Ohio
$9.27M -$3.35K -8 -0%
LJAC
2515
L.J. Altfest & Co
New York
$9.27M -$2.12M -5,069 -17%
BCPWM
2516
Bradley & Co Private Wealth Management
Florida
$9.27M +$1.04M +2,480 +11%
ICP
2517
Interchange Capital Partners
Pennsylvania
$9.27M -$3.6M -8,603 -26%
SI
2518
Symmetry Investments
Jersey
$9.25M -$8.79M -20,998 -46%
TA
2519
Tiptree Advisors
New York
$9.25M – – –
RGC
2520
Rubicon Global Capital
United Kingdom
$9.25M +$2.09M +5,000 +25%
AI
2521
ArchPoint Investors
Florida
$9.25M +$7.33M +17,524 +235%
AWA
2522
ARQ Wealth Advisors
Arizona
$9.25M +$7.48M +17,878 +252%
BIM
2523
Breakwater Investment Management
Washington
$9.24M -$124K -296 -1%
ACM
2524
Ayrshire Capital Management
Connecticut
$9.24M -$1.49M -3,563 -12%
HWA
2525
HHM Wealth Advisors
Tennessee
$9.22M +$398K +952 +4%
99 100
101
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