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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2126
CV Advisors
Florida
$17.3M -$77.7K -155 -0.4%
WP
2127
Westmount Partners
California
$17.3M +$217K +434 +1%
KA
2128
Klingman & Associates
New York
$17.3M +$108K +215 +0.6%
TP
2129
Tranquility Partners
Tennessee
$17.3M -$1.38M -2,744 -7%
OL
2130
Optas LLC
Texas
$17.3M +$1.68M +3,349 +10%
MP
2131
Maestria Partners
Georgia
$17.3M – – –
OIS
2132
Okabena Investment Services
Minnesota
$17.3M -$1.2M -2,397 -6%
PCS
2133
Personal CFO Solutions
New Jersey
$17.2M +$490K +978 +3%
HWMO
2134
Heritage Wealth Management (Ohio)
Ohio
$17.2M -$242K -482 -1%
AWM
2135
Aries Wealth Management
Maine
$17.2M +$49.6K +99 +0.3%
MCM
2136
Mattern Capital Management
Colorado
$17.2M -$799K -1,595 -4%
ISFAN
2137
Investor's Fiduciary Advisor Network
Washington
$17.2M +$34.6K +69 +0.2%
DGM
2138
Delta Global Management
New York
$17.2M -$52.9M -105,576 -75%
KNW
2139
Kesler Norman & Wride
Utah
$17.2M +$125K +249 +0.7%
SWA
2140
SOA Wealth Advisors
New York
$17.2M -$23M -45,967 -37%
CICC
2141
Capital Investment Counsel (Colorado)
Colorado
$17.2M +$255K +508 +1%
GBT
2142
Grove Bank & Trust
Florida
$17.2M -$402K -803 -2%
WFG
2143
Wills Financial Group
Virginia
$17.1M -$2.5M -4,994 -12%
A
2144
Argentarii
Ohio
$17.1M +$1.95M +3,891 +12%
CBT
2145
Central Bank & Trust
Kentucky
$17.1M -$551K -1,100 -3%
TWP
2146
Tyche Wealth Partners
Texas
$17M +$2.04M +4,078 +13%
BHBT
2147
Burke & Herbert Bank & Trust
Virginia
$17M -$4.9M -9,779 -22%
LFA
2148
Legacy Financial Advisors
Kentucky
$17M -$357K -713 -2%
FAL
2149
Focused Alpha LLC
Colorado
$17M +$17.6M +35,121 New
MMPW
2150
Mitchell McLeod Pugh & Williams
Alabama
$17M +$2.49M +4,966 +13%
84 85
86
87 88