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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Cornerstone Wealth Management
Missouri
$2.48M +$106K +1,290 +5%
RLH
1202
RD Lewis Holdings
Florida
$2.47M +$2.01M +24,360 New
PMWMG
1203
Parr McKnight Wealth Management Group
Minnesota
$2.46M +$2.27M +27,600 New
LJAC
1204
L.J. Altfest & Co
New York
$2.45M +$422K +5,130 +23%
LWL
1205
Leo Wealth LLC
Texas
$2.44M +$812K +9,860 +56%
PCM
1206
Penserra Capital Management
California
$2.44M +$1.48M +17,930 +190%
TWM
1207
TriaGen Wealth Management
California
$2.44M -$823 -10 -0%
CCM
1208
Canal Capital Management
Virginia
$2.44M – – –
GCM
1209
Glynn Capital Management
California
$2.41M – – –
CI
1210
Conning Inc
Connecticut
$2.39M -$275K -3,340 -11%
WI
1211
WrapManager Inc
California
$2.39M -$79K -960 -3%
GSIAS
1212
Garden State Investment Advisory Services
New Jersey
$2.39M -$37.9K -460 -2%
HIA
1213
Harbor Investment Advisory
Maryland
$2.39M +$579K +7,040 +4%
GCM
1214
Gables Capital Management
Florida
$2.39M – – –
RDWM
1215
Red Door Wealth Management
Tennessee
$2.38M -$216K -2,630 -9%
ICP
1216
Impact Capital Partners
Colorado
$2.38M +$2.2M +26,720 New
ZIG
1217
Zullo Investment Group
Pennsylvania
$2.37M -$28K -340 -1%
CFLC
1218
California First Leasing Corp
California
$2.36M – – –
MIM
1219
Moseley Investment Management
Florida
$2.36M +$140K +1,700 +7%
KWM
1220
Keebeck Wealth Management
Illinois
$2.36M +$36.2K +440 +2%
FFN
1221
Focus Financial Network
Minnesota
$2.34M -$37.9K -460 -2%
TCOT
1222
Trust Company of Toledo
Ohio
$2.33M +$84.8K +1,030 +4%
CAL
1223
Capital Analysts LLC
Pennsylvania
$2.33M -$24.7K -300 -1%
IA
1224
Insight Advisors
Pennsylvania
$2.33M +$28.8K +350 +1%
SYBT
1225
Stock Yards Bank & Trust
Kentucky
$2.32M +$78.2K +950 +4%
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