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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1501
Prestige Wealth Management Group
New Jersey
$345K +$2.43K +28 +0.6%
CWP
1502
Capital Wealth Planning
Florida
$345K +$115K +1,330 +37%
HKAM
1503
Horizon Kinetics Asset Management
New York
$344K -$487K -5,611 -53%
CCA
1504
Cobblestone Capital Advisors
New York
$344K -$126K -1,452 -23%
WDA
1505
Wendell David Associates
New Hampshire
$344K -$6.07K -70 -1%
CBTWT
1506
Community Bank & Trust (Waco, Texas)
Texas
$343K -$12.5K -144 -3%
DWM
1507
Drive Wealth Management
Utah
$341K -$163K -1,881 -28%
HSA
1508
HBK Sorce Advisory
Pennsylvania
$341K -$147K -1,699 -26%
DWM
1509
Dakota Wealth Management
Florida
$341K -$954 -11 -0.2%
MFC
1510
Mechanics Financial Corp
Ohio
$341K +$4.34K +50 +1%
DCM
1511
Dupont Capital Management
Delaware
$340K +$75.4K +869 +22%
RWA
1512
Ropes Wealth Advisors
Massachusetts
$339K +$9.54K +110 +2%
APA
1513
Astoria Portfolio Advisors
New York
$339K +$421K +4,858 New
LC
1514
Lindbrook Capital
California
$338K +$110K +1,265 +35%
CF
1515
Copperwynd Financial
Arizona
$337K -$49.6K -572 -11%
DBIA
1516
Dumont & Blake Investment Advisors
New Jersey
$337K +$7.37K +85 +2%
FFS
1517
Founders Financial Securities
Maryland
$335K +$15.9K +183 +4%
DIM
1518
DC Investments Management
Virginia
$335K +$416K +4,794 New
MTC
1519
McDaniel Terry & Co
Texas
$334K -$21.7K -250 -5%
BIM
1520
Baldwin Investment Management
Pennsylvania
$334K +$49K +565 +13%
IC
1521
Intersect Capital
California
$333K -$51.5K -594 -11%
PPW
1522
Parcion Private Wealth
Washington
$333K -$14.1K -162 -4%
CPSC
1523
Carl P. Sherr & Co
Massachusetts
$329K – – –
AI
1524
Accredited Investors
Minnesota
$328K -$9.2K -106 -2%
PWA
1525
Physician Wealth Advisors
Utah
$328K +$23.3K +268 +8%
59 60
61
62 63