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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1501
Milestone Asset Management
Pennsylvania
$649K -$457K -2,420 -43%
MFF
1502
Michels Family Financial
Texas
$648K -$15.1K -80 -2%
EA
1503
Emerald Advisers
Pennsylvania
$647K -$26.4K -140 -4%
TCOT
1504
Trust Company of Toledo
Ohio
$644K – – –
APW
1505
Austin Private Wealth
Texas
$643K +$21.7K +115 +4%
HWP
1506
Highline Wealth Partners
California
$640K +$10.4K +55 +2%
RCG
1507
Regatta Capital Group
California
$638K -$324K -1,715 -36%
VBCG
1508
Valley Brook Capital Group
Pennsylvania
$638K +$33K +175 +6%
AFAS
1509
Acorn Financial Advisory Services
Virginia
$637K -$10.4K -55 -2%
ZI
1510
ZEGA Investments
Florida
$637K -$1.89K -10 -0.3%
SI
1511
Severin Investments
Missouri
$635K -$64.1K -340 -10%
OWP
1512
Obermeyer Wealth Partners
Colorado
$634K +$18.9K +100 +3%
TCM
1513
TD Capital Management
Tennessee
$633K +$14.2K +75 +2%
WAG
1514
Winthrop Advisory Group
Massachusetts
$631K -$73.6K -390 -11%
1W
1515
1776 Wealth
Georgia
$631K – – –
MSE
1516
MUFG Securities EMEA
United Kingdom
$629K +$495K +2,625 +603%
ESB
1517
Essex Savings Bank
Connecticut
$629K +$943 +5 +0.2%
MWM
1518
Maripau Wealth Management
Indiana
$626K +$576K +3,055 New
HNB
1519
Hilltop National Bank
Wyoming
$626K +$574K +3,045 New
WMP
1520
Wealth Management Partners
Arizona
$621K +$4.72K +25 +0.8%
CFO
1521
CVA Family Office
Colorado
$620K +$17K +90 +3%
AFP
1522
Ausdal Financial Partners
Iowa
$617K -$152K -805 -21%
FFO
1523
Fiduciary Family Office
Florida
$617K -$48.1K -255 -8%
TCBWMS
1524
Texas Capital Bank Wealth Management Services
Texas
$617K +$2.83K +15 +0.5%
SIM
1525
Stratos Investment Management
Ohio
$617K +$10.4K +55 +2%
59 60
61
62 63