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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1526
Truepoint Inc
Ohio
$444K – – –
ISL
1527
Ingalls & Snyder LLC
New York
$443K +$19.8K +310 +4%
SIM
1528
Sadoff Investment Management
Wisconsin
$441K +$12.8K +200 +3%
CWP
1529
Curated Wealth Partners
California
$440K -$49.2K -770 -10%
DWM
1530
Drive Wealth Management
Utah
$440K +$467K +7,310 New
CAI
1531
Capital Advisors Inc
Oklahoma
$438K -$23K -360 -5%
EAM
1532
Evanson Asset Management
California
$438K +$639 +10 +0.1%
SIC
1533
Samalin Investment Counsel
New York
$436K -$93.9K -1,470 -17%
BAM
1534
Barrett Asset Management
New York
$436K +$169K +2,640 +57%
PPW
1535
Pinnacle Private Wealth
Massachusetts
$434K +$461K +7,210 New
LRPA
1536
L. Roy Papp & Associates
Arizona
$433K +$1.28K +20 +0.3%
SFG
1537
StrategIQ Financial Group
Indiana
$433K +$459K +7,180 New
BPFA
1538
Barnes Pettey Financial Advisors
Mississippi
$431K +$457K +7,150 New
RF
1539
Rollins Financial
Georgia
$431K +$457K +7,160 New
CPW
1540
Catalyst Private Wealth
California
$427K +$19.2K +300 +4%
BO
1541
BRR OpCo
Ohio
$425K -$5.11K -80 -1%
PWM
1542
Purus Wealth Management
California
$425K +$14.7K +230 +3%
WTC
1543
WhitTier Trust Company
Nevada
$425K +$48.6K +760 +12%
PP
1544
Patron Partners
Texas
$424K +$25.6K +400 +6%
TF
1545
Trek Financial
Arizona
$424K +$34.5K +540 +8%
FPS
1546
Fieldpoint Private Securities
Connecticut
$423K +$26.2K +410 +6%
NSIM
1547
North Star Investment Management
Illinois
$423K +$40.3K +630 +10%
GFS
1548
GYL Financial Synergies
Connecticut
$423K +$45.4K +710 +11%
KWM
1549
Kolinsky Wealth Management
New Jersey
$423K +$449K +7,020 New
OFG
1550
Omega Financial Group
California
$422K – – –
60 61
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63 64