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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1426
Axxcess Wealth Management
California
$762K -$149K -1,274 -16%
CSPIA
1427
Cary Street Partners Investment Advisory
Virginia
$758K +$84.4K +722 +12%
WI
1428
Wintrust Investments
Illinois
$758K -$497K -4,253 -38%
BW
1429
BIP Wealth
Georgia
$753K -$3.27K -28 -0.4%
PAM
1430
Private Asset Management
California
$751K -$45.8K -392 -5%
NDSI
1431
Newman Dignan & Sheerar Inc
Rhode Island
$751K -$49.1K -420 -6%
PAM
1432
Peak Asset Management
Colorado
$748K +$16.7K +143 +2%
GDP
1433
Great Diamond Partners
Maine
$746K +$50.6K +433 +7%
TIMH
1434
Tilt Investment Management Holdings
New York
$745K – – –
BMCM
1435
Burns Matteson Capital Management
New York
$743K +$4.79K +41 +0.6%
PHS
1436
Pekin Hardy Strauss
Illinois
$741K – – –
HWP
1437
Highline Wealth Partners
California
$740K – – –
SF
1438
Summit Financial
New Jersey
$738K +$2.81K +24 +0.4%
AP
1439
Appleton Partners
Massachusetts
$738K +$228K +1,952 +41%
AL
1440
Aspiriant LLC
California
$737K +$119K +1,014 +18%
APP
1441
Avantax Planning Partners
Iowa
$736K +$5.15K +44 +0.7%
XWM
1442
Xcel Wealth Management
Florida
$735K -$32.2K -275 -4%
PWMAG
1443
Pinnacle Wealth Management Advisory Group
New Jersey
$732K -$51K -436 -6%
HL
1444
HeadInvest LLC
Maine
$728K +$96.5K +825 +14%
NL
1445
NWAM LLC
Washington
$727K +$119K +1,018 +18%
WHC
1446
Wulff, Hansen & Co
California
$722K +$12.3K +105 +2%
PA
1447
Probity Advisors
Texas
$720K +$763K +6,523 New
CWA
1448
CM Wealth Advisors
Ohio
$719K -$2.01M -17,192 -72%
NICM
1449
Neo Ivy Capital Management
New York
$719K +$761K +6,510 New
CWA
1450
Consilium Wealth Advisory
Texas
$719K -$168K -1,438 -18%
56 57
58
59 60