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Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1476
Gryphon Financial Partners
Ohio
$629K -$499K -4,901 -42%
DDC
1477
DF Dent & Co
Maryland
$626K +$13.4K +132 +2%
BEI
1478
Benjamin Edwards Inc
Missouri
$625K +$39.9K +392 +6%
PWMAG
1479
Pinnacle Wealth Management Advisory Group
New Jersey
$625K -$67.1K -660 -9%
CI
1480
CX Institutional
Indiana
$624K -$32.5K -319 -5%
OWMIAS
1481
One Wealth Management Investment & Advisory Services
Florida
$624K +$218K +2,144 +48%
CF
1482
Copperwynd Financial
Arizona
$623K +$156K +1,537 +30%
BIG
1483
Brooklyn Investment Group
New York
$623K -$216K -2,126 -24%
BAM
1484
Byrne Asset Management
New Jersey
$620K +$671K +6,600 New
ACP
1485
Aveo Capital Partners
Colorado
$620K +$11K +108 +2%
ATC
1486
Adirondack Trust Company
New York
$620K -$14.8K -145 -2%
CCMT
1487
CMT Capital Markets Trading
Germany
$615K +$665K +6,539 New
SAM
1488
S.A. Mason
Michigan
$614K +$102 +1 +0%
RC
1489
Rovin Capital
Arizona
$614K +$32.7K +321 +5%
SEC
1490
Seven Eight Capital
New York
$612K +$662K +6,508 New
HCM
1491
Howland Capital Management
Massachusetts
$610K -$163K -1,605 -20%
GWMIA
1492
Global Wealth Management Investment Advisory
Florida
$610K +$7.43K +73 +1%
JE
1493
JMAC Enterprises
Pennsylvania
$610K +$11.3K +111 +2%
SIC
1494
Samalin Investment Counsel
New York
$609K -$139K -1,365 -17%
GPA
1495
Garrison Point Advisors
California
$609K – – –
GWM
1496
Gibbs Wealth Management
Georgia
$607K +$657K +6,463 New
MAWA
1497
Moss Adams Wealth Advisors
Washington
$607K +$70.2K +690 +12%
LIA
1498
LS Investment Advisors
Michigan
$601K – – –
NGA
1499
Naples Global Advisors
Florida
$600K +$75.8K +745 +13%
FFA
1500
First Foundation Advisors
California
$598K -$1.42K -14 -0.2%
58 59
60
61 62