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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1176
IHT Wealth Management
Illinois
$686K +$6.56K +88 +0.9%
PIP
1177
Peachtree Investment Partners
Florida
$681K -$19.7K -265 -3%
NCM
1178
NCM Capital Management
New Jersey
$681K – – –
HWA
1179
HCR Wealth Advisors
California
$679K +$59.8K +802 +10%
NB
1180
Nicolet Bankshares
Wisconsin
$677K -$10.3K -138 -1%
MC
1181
Matisse Capital
Oregon
$673K – – –
SCM
1182
Sirios Capital Management
Massachusetts
$660K +$705K +9,461 New
FLPIM
1183
F.L. Putnam Investment Management
Massachusetts
$659K -$27.2K -365 -4%
KWA
1184
Kingswood Wealth Advisors
California
$659K -$77.8K -1,044 -10%
GAM
1185
Griffin Asset Management
New York
$655K -$13.5K -181 -2%
JSSH
1186
J. Safra Sarasin Holding
$654K +$84.2K +1,130 +14%
BRWA
1187
B. Riley Wealth Advisors
Florida
$647K -$202K -2,709 -23%
UWS
1188
Unique Wealth Strategies
Illinois
$645K +$1.94K +26 +0.3%
HWP
1189
Highline Wealth Partners
California
$645K +$522 +7 +0.1%
GWM
1190
GSB Wealth Management
Connecticut
$643K -$90.4K -1,213 -12%
ALAM
1191
Asahi Life Asset Management
Japan
$641K -$8.5K -114 -1%
WF
1192
Whelan Financial
California
$637K +$39.8K +534 +6%
CP
1193
Camelot Portfolios
Ohio
$636K -$61.4K -824 -8%
NWMG
1194
National Wealth Management Group
Ohio
$635K +$679K +9,112 New
PPW
1195
Presilium Private Wealth
Pennsylvania
$625K – – –
CGL
1196
Clarius Group LLC
Washington
$624K +$84.3K +1,131 +14%
PAM
1197
Panagora Asset Management
Massachusetts
$624K – – –
RCM
1198
RNC Capital Management
California
$622K -$6.26K -84 -0.9%
HW
1199
Hancock Whitney
Mississippi
$621K -$13.6K -182 -2%
VBCG
1200
Valley Brook Capital Group
Pennsylvania
$620K -$11.8K -159 -2%
46 47
48
49 50