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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1426
Kennedy Investment Group
New Jersey
$705K +$64.4K +345 +10%
PWM
1427
Palumbo Wealth Management
New York
$704K +$141K +755 +21%
WA
1428
Wealth Alliance
New York
$704K -$106K -570 -13%
VT
1429
Volterra Technologies
New York
$703K +$714K +3,820 New
BTW
1430
Boston Trust Walden
Massachusetts
$702K -$14.9K -80 -2%
QWP
1431
Quotient Wealth Partners
Texas
$701K -$19.6K -105 -3%
VWM
1432
Valley Wealth Managers
New Jersey
$700K +$117K +625 +20%
DA
1433
Denali Advisors
California
$698K -$2.09M -11,180 -75%
BIG
1434
Brookwood Investment Group
Arizona
$697K +$208K +1,115 +42%
SIA
1435
Soltis Investment Advisors
Utah
$696K +$45.8K +245 +7%
SFP
1436
Sandbox Financial Partners
Maryland
$694K -$57.9K -310 -8%
TCOT
1437
Trust Company of Toledo
Ohio
$692K +$118K +630 +20%
CSI
1438
Cross Staff Investments
New York
$690K – – –
TWP
1439
Triad Wealth Partners
Kansas
$689K +$46.7K +250 +7%
PWMAG
1440
Pinnacle Wealth Management Advisory Group
New Jersey
$688K +$4.67K +25 +0.7%
PWA
1441
Provenance Wealth Advisors
Florida
$688K +$21.5K +115 +3%
BWM
1442
Baron Wealth Management
Michigan
$687K -$193K -1,035 -22%
GCM
1443
Gallacher Capital Management
Colorado
$687K +$697K +3,730 New
ALAM
1444
Asahi Life Asset Management
Japan
$686K +$696K +3,725 New
RTC
1445
Real Talk Capital
Tennessee
$683K -$2.8K -15 -0.4%
FNBSF
1446
First National Bank Sioux Falls
South Dakota
$683K – – –
RLIM
1447
Red Lighthouse Investment Management
New York
$680K – – –
FPW
1448
Fairvoy Private Wealth
Alabama
$680K +$690K +3,695 New
TCBWMS
1449
Texas Capital Bank Wealth Management Services
Texas
$678K +$128K +685 +23%
NHC
1450
Nicholas Hoffman & Company
Georgia
$675K -$934 -5 -0.1%
56 57
58
59 60