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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1451
SlateStone Wealth
Florida
$908K -$801K -59,800 -46%
ADIM
1452
Alpha DNA Investment Management
Maryland
$908K +$931K +69,560 New
LWAM
1453
Legacy Wealth Asset Management
Minnesota
$902K +$925K +69,120 New
FFC
1454
First Financial Corp
Indiana
$901K -$78.7K -5,880 -8%
ABC
1455
Associated Banc-Corp
Wisconsin
$895K +$18.2K +1,360 +2%
CPW
1456
Catalyst Private Wealth
California
$892K – – –
STC
1457
Sarah T. Connolly
$892K +$915K +68,320 New
CCFM
1458
Clear Creek Financial Management
Washington
$892K +$915K +68,360 New
CAG
1459
Crestwood Advisors Group
Massachusetts
$891K +$146K +10,920 +19%
GP
1460
Girard Partners
Pennsylvania
$882K – – –
MFW
1461
Meristem Family Wealth
Minnesota
$882K +$548K +40,920 +154%
DCM
1462
Driehaus Capital Management
Illinois
$879K -$52M -3,882,800 -98%
CP
1463
Corbenic Partners
Pennsylvania
$879K -$107K -8,000 -11%
KPW
1464
Kore Private Wealth
New York
$879K +$195K +14,600 +28%
TPA
1465
Trivium Point Advisory
Connecticut
$873K +$79.8K +5,960 +10%
EWM
1466
EPG Wealth Management
Georgia
$873K +$225K +16,800 +34%
SP
1467
SWS Partners
Ohio
$866K -$1.83M -136,640 -67%
FPS
1468
Fieldpoint Private Securities
Connecticut
$865K +$26.2K +1,960 +3%
PCP
1469
Proficio Capital Partners
Massachusetts
$863K -$117K -8,720 -12%
OAM
1470
Oak Asset Management
California
$862K +$63.7K +4,760 +8%
CB
1471
CNB Bank
Pennsylvania
$862K +$75.5K +5,640 +9%
WA
1472
Waverly Advisors
Alabama
$857K +$25.7K +1,920 +4%
KA
1473
Kozak & Associates
Colorado
$857K +$844K +63,040 New
SBWIC
1474
Schaper Benz & Wise Investment Counsel
Wisconsin
$855K +$221K +16,480 +34%
CPA
1475
Capital Planning Advisors
California
$853K +$266K +19,840 +44%
57 58
59
60 61