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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
926
Pinnacle Wealth Planning Services
Ohio
$640K +$55.8K +425 +9%
PWA
927
Physician Wealth Advisors
Utah
$639K -$3.94K -30 -0.5%
TSS
928
Two Sigma Securities
New York
$637K +$644K +4,905 New
CRC
929
Curi RMB Capital
Illinois
$635K +$298K +2,270 +86%
BMC
930
Beaton Management Company
Massachusetts
$633K – – –
CIA
931
Cladis Investment Advisory
Montana
$633K +$640K +4,875 New
WOC
932
West Oak Capital
California
$627K – – –
MFW
933
Meristem Family Wealth
Minnesota
$626K – – –
GFP
934
Gryphon Financial Partners
Ohio
$619K -$140K -1,070 -18%
WAP
935
Wealthcare Advisory Partners
Pennsylvania
$615K +$215K +1,635 +53%
RWM
936
Ritholtz Wealth Management
New York
$610K +$44K +335 +8%
LC
937
Lindbrook Capital
California
$610K +$436K +3,320 +241%
VWM
938
Vigilare Wealth Management
Arizona
$602K -$23K -175 -4%
GA
939
GraniteShares Advisors
New York
$599K +$606K +4,615 New
SAM
940
Silvercrest Asset Management
New York
$597K +$54.5K +415 +10%
TCM
941
Twin Capital Management
Pennsylvania
$596K -$26.3K -200 -4%
WA
942
Wealth Alliance
New York
$596K -$24.3K -185 -4%
GL
943
Graypoint LLC
New York
$592K +$214K +1,630 +56%
HIG
944
Heritage Investment Group
Florida
$592K +$599K +4,560 New
TPA
945
Trivium Point Advisory
Connecticut
$589K -$3.28K -25 -0.5%
WA
946
WBH Advisory
Maryland
$587K – – –
EF
947
Empowered Funds
Pennsylvania
$585K +$58.4K +445 +11%
VI
948
Versor Investments
New York
$585K +$171K +1,300 +41%
ZIM
949
Zacks Investment Management
Illinois
$584K -$8.28M -63,055 -93%
BFPW
950
BOK Financial Private Wealth
Colorado
$584K +$122K +930 +26%
36 37
38
39 40