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Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
2476
Cheviot Value Management
California
$100K – – –
CT
2477
Caldwell Trust
Florida
$99.9K – – –
ICM
2478
Islay Capital Management
Texas
$99.9K – – –
FCAS
2479
First Command Advisory Services
Texas
$99K +$15.4K +67 +24%
CSC
2480
Caldwell Sutter Capital
California
$98.5K – – –
POIA
2481
Pin Oak Investment Advisors
Texas
$96K +$22.9K +100 +70%
PWMG
2482
Prestige Wealth Management Group
New Jersey
$95.1K -$5.74K -25 -7%
DIP
2483
DT Investment Partners
Pennsylvania
$92.8K – – –
HWP
2484
Highline Wealth Partners
California
$91.1K +$1.15K +5 +2%
W
2485
WealthCollab
Washington
$90.8K +$459 +2 +0.6%
EWM
2486
Evermay Wealth Management
Virginia
$85.9K -$22.9K -100 -25%
AAG
2487
Accordant Advisory Group
Maryland
$85.6K – – –
CT
2488
Colonial Trust
South Carolina
$83.9K -$59.7K -260 -47%
ANBT
2489
American National Bank & Trust
Texas
$83.6K +$5.28K +23 +9%
PP
2490
Pacifica Partners
Canada
$80.4K -$27.1K -118 -32%
CAIM
2491
Catherine Avery Investment Management
Florida
$80.4K – – –
FFA
2492
Frazier Financial Advisors
Ohio
$80.3K -$161K -702 -71%
GIC
2493
Generali Investments CEE
Czech Republic
$80.2K +$64.5K +281 New
PPA
2494
Pilgrim Partners Asia
Singapore
$79.9K -$73.4K -320 -53%
SWIM
2495
Smallwood Wealth Investment Management
New Jersey
$79K – – –
BDPWM
2496
Barnes Dennig Private Wealth Management
Ohio
$77.6K +$25.7K +112 +70%
SC
2497
Swan Capital
Florida
$77.3K +$5.51K +24 +10%
CWP
2498
Concord Wealth Partners
Virginia
$74.9K +$229 +1 +0.4%
CWMS
2499
CFG Wealth Management Services
Indiana
$74.8K +$60.1K +262 New
MCI
2500
MRP Capital Investments
Georgia
$74.5K -$22.9K -100 -28%
98 99
100
101 102