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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1551
Geller Advisors
New York
$271K -$1.53K -30 -0.6%
IC
1552
Inverness Counsel
New York
$269K -$2.56K -50 -1%
CT
1553
Cambridge Trust
Massachusetts
$268K -$44K -860 -15%
CPSAC
1554
Chas P. Smith & Associates (CPS)
Florida
$268K +$13.3K +260 +5%
1CP
1555
17 Capital Partners
Arizona
$266K +$258K +5,040 New
EWM
1556
Elite Wealth Management
Washington
$265K -$2.56K -50 -1%
LB
1557
Leo Brokerage
Texas
$265K -$1.53K -30 -0.6%
MWM
1558
Modera Wealth Management
New Jersey
$265K – – –
PCG
1559
Private Capital Group
Connecticut
$265K +$4.09K +80 +2%
CCM
1560
Carlson Capital Management
Minnesota
$265K +$7.16K +140 +3%
MFG
1561
Magnus Financial Group
New York
$265K +$24K +470 +10%
AWM
1562
Aries Wealth Management
Maine
$264K – – –
RMDI
1563
R.M. Davis Inc
Maine
$264K – – –
TFA
1564
Tobias Financial Advisors
Florida
$264K +$3.07K +60 +1%
TWM
1565
Tradition Wealth Management
Minnesota
$262K -$76.7K -1,500 -23%
BFA
1566
Beacon Financial Advisory
Ohio
$262K -$511 -10 -0.2%
CRWM
1567
Castle Rock Wealth Management
California
$262K +$1.53K +30 +0.6%
CCM
1568
Cinctive Capital Management
New York
$261K +$253K +4,940 New
GPA
1569
Guidance Point Advisors
Massachusetts
$260K – – –
GF
1570
Gries Financial
Ohio
$260K +$18.4K +360 +8%
TWM
1571
Titus Wealth Management
California
$259K -$15.3K -300 -6%
CFSG
1572
Community Financial Services Group
Vermont
$259K – – –
HR
1573
Howe & Rusling
New York
$256K – – –
GGS
1574
Galvin Gaustad & Stein
Arizona
$255K -$4.6K -90 -2%
BWP
1575
Baldwin Wealth Partners
Massachusetts
$255K – – –
61 62
63
64 65