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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1176
Alight Capital Management
New York
$993K -$495K -5,000 -33%
CK
1177
Cohen Klingenstein
New York
$993K – – –
OCA
1178
OpenArc Corporate Advisory
Georgia
$992K -$2.72M -27,441 -73%
PCM
1179
Prana Capital Management
Connecticut
$984K +$981K +9,908 New
TSW
1180
Three Seasons Wealth
Utah
$982K -$303K -3,057 -24%
SWP
1181
Sagespring Wealth Partners
Tennessee
$977K -$247K -2,498 -20%
APC
1182
Aspire Private Capital
North Carolina
$976K -$26.2K -265 -3%
DP
1183
Dearborn Partners
Illinois
$975K +$231K +2,334 +31%
CWP
1184
Concord Wealth Partners
Virginia
$971K -$526K -5,316 -35%
TCPG
1185
Trivant Custom Portfolio Group
California
$970K -$57.1K -577 -6%
AWM
1186
Aries Wealth Management
Maine
$970K +$181K +1,832 +23%
FB
1187
Fulton Bank
Pennsylvania
$968K -$32.9K -332 -3%
PWM
1188
Palumbo Wealth Management
New York
$965K -$35.1K -355 -4%
AIM
1189
Advyzon Investment Management
Illinois
$964K +$355K +3,581 +58%
CI
1190
Cigna Investments
Connecticut
$960K -$24.8K -250 -3%
FBC
1191
Fairfield, Bush & Co
Connecticut
$956K +$269K +2,720 +39%
PA
1192
Procyon Advisors
Connecticut
$954K +$225K +2,269 +31%
PPWP
1193
Premier Path Wealth Partners
New Jersey
$953K -$386K -3,902 -29%
MCP
1194
Miller Capital Partners
Michigan
$952K +$112K +1,136 +13%
GAA
1195
Global Assets Advisory
Florida
$948K +$672K +6,785 +319%
A
1196
Argentarii
Ohio
$945K -$335K -3,383 -31%
ECM
1197
Evergreen Capital Management
Washington
$945K -$1.3M -13,154 -58%
EFG
1198
Everhart Financial Group
Ohio
$944K -$342K -3,456 -27%
RCM
1199
Raleigh Capital Management
North Carolina
$941K +$11.3K +114 +1%
VIM
1200
VELA Investment Management
Ohio
$940K – – –
46 47
48
49 50