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Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
451
Newton One Investments
Delaware
$27K – – –
BC
452
Burleson & Co
California
$26K -$9.14M -436,868 -100%
AIM
453
Anchor Investment Management
South Carolina
$25.7K +$1.05K +50 +4%
JEST
454
JTC Employer Solutions Trustee
Jersey
$25K – – –
AF
455
Allworth Financial
California
$25K +$16.7K +797 +134%
APW
456
Axim Planning & Wealth
Ohio
$24K +$27.2K +1,300 New
HI
457
Harbour Investments
Wisconsin
$22K +$25K +1,193 New
CM
458
Cohanzick Management
New York
$18K – – –
TH
459
TCTC Holdings
Texas
$18K – – –
ATC
460
Adirondack Trust Company
New York
$17K – – –
GWS
461
Glassman Wealth Services
Virginia
$17K +$2.91K +139 +17%
TWA
462
TCI Wealth Advisors
Arizona
$17K +$10.5K +501 +118%
TI
463
Truxt Investmentos
Brazil
$16.3K +$18.8K +900 New
BWA
464
BDO Wealth Advisors
Florida
$16K – – –
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$30.9K -1,477 -65%
WIM
466
Westside Investment Management
California
$14.9K – – –
BCM
467
Bourgeon Capital Management
Connecticut
$14K -$62.8K -3,000 -80%
SWM
468
Selective Wealth Management
Virginia
$13K – – –
TPCW
469
TD Private Client Wealth
New York
$12.4K +$732 +35 +5%
LC
470
Lindbrook Capital
California
$12K -$16.7K -796 -54%
CP
471
Castleview Partners
Texas
$11.8K -$983 -47 -47%
TFA
472
Toth Financial Advisory
Virginia
$11K – – –
HNWAG
473
High Net Worth Advisory Group
Florida
$10K -$10.5K -500 -48%
TAM
474
Tucker Asset Management
Colorado
$9.35K +$314 +15 +3%
SC
475
Stephens Consulting
Michigan
$9.08K – – –
17 18
19
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