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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1051
Eudaimonia Partners
Tennessee
$6.16M +$137K +6,310 +3%
OCM
1052
Orser Capital Management
Texas
$6.14M +$277K +12,800 +6%
AWM
1053
Affinity Wealth Management
Delaware
$6.13M -$78.1K -3,610 -2%
MAM
1054
Morse Asset Management
Connecticut
$6.1M -$429K -19,810 -8%
PGFC
1055
Peapack-Gladstone Financial Corp
New Jersey
$6.09M +$1.6M +74,120 +44%
SCA
1056
Stonebridge Capital Advisors
Minnesota
$6.08M -$278K -12,860 -6%
QCG
1057
Quadrant Capital Group
Ohio
$6.07M +$280K +12,960 +6%
MSFS
1058
Main Street Financial Solutions
Pennsylvania
$6.07M +$130K +5,990 +3%
GSC
1059
Grey Street Capital
Illinois
$6.06M +$4.72M +218,260 New
TPCW
1060
TD Private Client Wealth
New York
$6.04M +$1.36M +63,060 +41%
DI
1061
Dalton Investments
Nevada
$6.03M – – –
HWAM
1062
Hennion & Walsh Asset Management
New Jersey
$6.01M -$902K -41,690 -16%
AWM
1063
Avior Wealth Management
Nebraska
$6.01M +$587K +27,120 +14%
BB
1064
Berkshire Bank
Massachusetts
$5.99M -$454K -20,990 -9%
PWPS
1065
Pinnacle Wealth Planning Services
Ohio
$5.98M +$5.19K +240 +0.1%
RWB
1066
RMR Wealth Builders
New Jersey
$5.98M +$2.2M +101,630 +90%
NW
1067
NewEdge Wealth
Pennsylvania
$5.96M +$619K +28,590 +15%
TCA
1068
Trifecta Capital Advisors
Illinois
$5.96M +$222K +10,240 +5%
TIMH
1069
Tilt Investment Management Holdings
New York
$5.95M +$365K +16,870 +8%
HCMT
1070
Highland Capital Management (Tennessee)
Tennessee
$5.94M +$387K +17,870 +9%
AA
1071
Ancora Advisors
Ohio
$5.93M +$318K +14,710 +7%
PA
1072
PFG Advisors
Arizona
$5.93M +$23.6K +1,090 +0.5%
ADL
1073
Asset Dedication LLC
California
$5.92M +$352K +16,260 +8%
LJCM
1074
Lee Johnson Capital Management
Texas
$5.91M -$645K -29,800 -12%
IGGA
1075
Iron Gate Global Advisors
Utah
$5.9M +$20.6K +950 +0.4%
41 42
43
44 45