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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K +$22.5K +945 +77%
CWAF
402
Core Wealth Advisors (Florida)
Florida
$42K – – –
OC
403
Oakworth Capital
Alabama
$42K – – –
SSB
404
Sandy Spring Bank
Maryland
$40K – – –
NL
405
NVWM LLC
Pennsylvania
$38K +$43.3K +1,817 New
CFGS
406
Concourse Financial Group Securities
Alabama
$37K – – –
TWA
407
TCI Wealth Advisors
Arizona
$36K +$32K +1,342 +359%
CWM
408
CarsonAllaria Wealth Management
Illinois
$34K -$334 -14 -0.9%
SFFS
409
Stonehage Fleming Financial Services
Jersey
$34K – – –
CCA
410
Catalyst Capital Advisors
New York
$33K -$30.4K -1,274 -45%
MRC
411
Millburn Ridgefield Corp
New York
$33K -$30.4K -1,274 -45%
NSIM
412
North Star Investment Management
Illinois
$33K – – –
GI
413
Gradient Investments
Minnesota
$31K – – –
AWM
414
Avior Wealth Management
Nebraska
$31K +$20.1K +841 +124%
ETH
415
Exos TFP Holdings
New York
$30K +$33.8K +1,416 New
ATC
416
Adirondack Trust Company
New York
$29K -$8.23K -345 -20%
AIM
417
Axiom Investment Management
New York
$27K +$29.5K +1,237 New
SC
418
SouthState Corp
Florida
$26K – – –
RAM
419
Riggs Asset Management
Pennsylvania
$26K +$29.8K +1,250 New
SWA
420
Sutton Wealth Advisors
Florida
$25.1K +$11.9K +500 +72%
HPC
421
HM Payson & Co
Maine
$25K – – –
HI
422
Harbour Investments
Wisconsin
$24K – – –
TSWM
423
Tyler-Stone Wealth Management
Ohio
$24K – – –
HGERS
424
Householder Group Estate & Retirement Specialist
Arizona
$23K +$27.1K +1,138 New
RBC
425
Roble Belko & Company
Pennsylvania
$22K – – –
15 16
17
18 19