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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1351
Transcend Capital Advisors
New Jersey
$2.49M -$508K -4,708 -15%
JFG
1352
Juno Financial Group
Virginia
$2.49M +$2.86M +26,558 New
CAM
1353
Cypress Asset Management
Texas
$2.49M +$751K +6,970 +36%
CFLC
1354
California First Leasing Corp
California
$2.48M – – –
AWM
1355
Accurate Wealth Management
Florida
$2.48M -$38.5K -357 -1%
DWP
1356
Daymark Wealth Partners
Ohio
$2.48M -$93.3K -865 -3%
OHIS
1357
Oak Harvest Investment Services
Texas
$2.48M -$360K -3,341 -11%
MPWT
1358
MassMutual Private Wealth & Trust
Connecticut
$2.48M +$185K +1,719 +7%
PC
1359
Permanens Capital
New York
$2.47M +$748K +6,936 +36%
MIM
1360
Moseley Investment Management
Florida
$2.46M -$170K -1,580 -6%
JSW
1361
Journey Strategic Wealth
New Jersey
$2.45M -$1.13M -10,476 -29%
WETS
1362
Wealth Enhancement Trust Services
South Dakota
$2.45M +$2.82M +26,138 New
CFS
1363
CRA Financial Services
New Jersey
$2.45M +$23.8K +221 +0.9%
LTI
1364
Laffer Tengler Investments
Tennessee
$2.44M +$96K +890 +4%
NCM
1365
Nelson Capital Management
California
$2.44M +$2.81M +26,042 New
KWM
1366
Keebeck Wealth Management
Illinois
$2.44M +$54.6K +506 +2%
IIM
1367
Ipswich Investment Management
Massachusetts
$2.43M +$2.8M +25,937 New
SSWM
1368
Smith Salley Wealth Management
North Carolina
$2.43M +$23.6K +219 +0.9%
DWM
1369
Dynasty Wealth Management
Florida
$2.42M -$98.6K -915 -3%
EFS
1370
Essex Financial Services
Connecticut
$2.42M +$766K +7,101 +38%
HCP
1371
Hexagon Capital Partners
Arkansas
$2.42M +$2.78M +25,811 New
MBTD
1372
Mechanics Bank - Trust Department
California
$2.41M +$206K +1,912 +8%
FHWM
1373
Fox Hill Wealth Management
Massachusetts
$2.41M -$3.53M -32,772 -56%
RCAG
1374
Rehmann Capital Advisory Group
Michigan
$2.41M -$273K -2,529 -9%
BHWM
1375
Bar Harbor Wealth Management
New Hampshire
$2.41M +$1.29M +11,930 +87%
53 54
55
56 57