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Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
951
Jamison Private Wealth Management
Georgia
$2.46M +$144K +710 +7%
DAS
952
Diversify Advisory Services
Utah
$2.46M -$350K -1,730 -13%
JWCA
953
J.W. Cole Advisors
Florida
$2.44M +$43.6K +215 +2%
B
954
Bensler
Washington
$2.44M +$2.33M +11,490 New
CTC
955
Central Trust Company
Missouri
$2.43M +$35.5K +175 +2%
GL
956
Graypoint LLC
New York
$2.42M -$227K -1,120 -9%
MAM
957
Morse Asset Management
Connecticut
$2.4M +$22.3K +110 +1%
GPA
958
Guerra Pan Advisors
New Jersey
$2.4M – – –
WANY
959
Wealthspire Advisors (New York)
New York
$2.39M +$256K +1,265 +13%
DWT
960
Dorsey & Whitney Trust
South Dakota
$2.39M +$234K +1,155 +11%
AFG
961
Atomi Financial Group
New York
$2.37M +$251K +1,240 +12%
SI
962
Shaker Investments
Ohio
$2.37M -$11.1K -55 -0.5%
NCM
963
Narwhal Capital Management
Georgia
$2.35M -$860K -4,245 -28%
OIAM
964
OFI Invest Asset Management
France
$2.35M +$2.32M +11,455 New
GWS
965
Greykasell Wealth Strategies
California
$2.33M +$2.23M +10,985 New
FCM
966
Fourpath Capital Management
Oklahoma
$2.32M +$30.4K +150 +1%
LSAG
967
Lake Street Advisors Group
New Hampshire
$2.3M +$326K +1,610 +17%
IP
968
Interval Partners
New York
$2.3M +$2.19M +10,830 New
GCM
969
GKV Capital Management
California
$2.29M +$2.19M +10,820 New
FCA
970
Fortis Capital Advisors
Kansas
$2.29M +$391K +1,930 +17%
TPI
971
Trust Point Inc
Wisconsin
$2.29M +$770K +3,800 +54%
NFA
972
Northern Financial Advisors
Michigan
$2.27M -$84.1K -415 -4%
EWM
973
Elevatus Welath Management
New York
$2.27M -$15.2K -75 -0.7%
CB
974
CNB Bank
Pennsylvania
$2.26M -$57.7K -285 -3%
PWP
975
Principle Wealth Partners
Connecticut
$2.25M -$101K -500 -4%
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