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Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1501
Ring Mountain Capital
California
$2.4M +$61.1K +540 +3%
ESB
1502
Essex Savings Bank
Connecticut
$2.4M -$11.3K -100 -0.6%
CWP
1503
Cyndeo Wealth Partners
Florida
$2.39M -$147K -1,300 -7%
RWPA
1504
Richard W. Paul & Associates
Michigan
$2.39M -$126K -1,110 -6%
CCA
1505
Childress Capital Advisors
Texas
$2.38M +$129K +1,140 +7%
IW
1506
IronOak Wealth
Texas
$2.38M +$2.01M +17,750 New
AF
1507
Apexium Financial
Texas
$2.37M +$71.2K +630 +4%
ACA
1508
Affinity Capital Advisors
California
$2.37M – – –
BIA
1509
Baer Investment Advisory
California
$2.37M -$140K -1,240 -6%
OWCM
1510
One Wealth Capital Management
Arizona
$2.37M +$10.2K +90 +0.5%
PPW
1511
Parcion Private Wealth
Washington
$2.37M +$12.4K +110 +0.6%
SCM
1512
Soros Capital Management
New York
$2.36M -$19.1M -168,900 -91%
SRL
1513
Scientech Research LLC
New Jersey
$2.36M -$2.05M -18,160 -51%
DG
1514
DMC Group
Alabama
$2.35M -$180K -1,590 -8%
TWM
1515
Tradition Wealth Management
Minnesota
$2.35M +$231K +2,040 +13%
AWAG
1516
ARS Wealth Advisors Group
Florida
$2.31M +$291K +2,570 +18%
FBFS
1517
First Business Financial Services
Wisconsin
$2.3M +$1.94M +17,180 New
AG
1518
AlTi Global
New York
$2.29M +$353K +3,120 +22%
GF
1519
Gries Financial
Ohio
$2.28M +$48.6K +430 +3%
CPSC
1520
Carl P. Sherr & Co
Massachusetts
$2.28M +$854K +7,550 +79%
RPCONE
1521
Retirement Planning Company of New England
Rhode Island
$2.28M -$13.6K -120 -0.7%
IA
1522
IAM Advisory
Pennsylvania
$2.27M -$17K -150 -0.9%
TGAM
1523
TBH Global Asset Management
Tennessee
$2.27M -$1.72M -15,210 -47%
SCM
1524
Stevens Capital Management
Pennsylvania
$2.26M -$8.72M -77,090 -82%
BFA
1525
Bragg Financial Advisors
North Carolina
$2.26M +$467K +4,130 +32%
59 60
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62 63