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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1801
Adalta Capital Management
New York
$597K +$20.7K +100 +4%
MWM
1802
Mattern Wealth Management
Kansas
$596K -$37.7K -182 -7%
JCM
1803
Jacobsen Capital Management
Utah
$593K – – –
5L
1804
55I LLC
Massachusetts
$593K +$525K +2,533 New
FCA
1805
FinTrust Capital Advisors
South Carolina
$591K -$78.9K -381 -13%
PWMG
1806
Prestige Wealth Management Group
New Jersey
$591K +$35.2K +170 +7%
CFSG
1807
Community Financial Services Group
Vermont
$590K +$101K +486 +24%
NJBEST
1808
New Jersey Better Educational Savings Trust
New Jersey
$586K -$186K -900 -26%
ER
1809
Enlightenment Research
Florida
$586K +$518K +2,500 New
CBFP
1810
Cedar Brook Financial Partners
Ohio
$583K +$46.8K +226 +10%
NNP
1811
Nachman Norwood & Parrott
South Carolina
$582K -$16K -77 -3%
ICP
1812
Interchange Capital Partners
Pennsylvania
$581K +$514K +2,481 New
WCM
1813
Wedge Capital Management
North Carolina
$579K – – –
PJB
1814
Paul John Balson
California
$575K +$9.95K +48 +2%
IA
1815
IFG Advisory
Georgia
$573K +$3.73K +18 +0.7%
VC
1816
Veracity Capital
Georgia
$571K +$3.94K +19 +0.8%
LWA
1817
Lenox Wealth Advisors
New York
$569K +$1.24K +6 +0.2%
CWP
1818
Curated Wealth Partners
California
$569K +$503K +2,429 New
NCP
1819
NexWave Capital Partners
New York
$568K – – –
PFO
1820
Pathstone Family Office
New Jersey
$568K +$359K +1,731 +249%
TM
1821
Titan Managers
Arizona
$564K -$29.2K -141 -6%
AMC
1822
Asset Management Corp
Illinois
$564K +$21.8K +105 +5%
IP
1823
Interval Partners
New York
$562K -$1.69M -8,180 -77%
WI
1824
Wintrust Investments
Illinois
$561K -$2.76M -13,307 -80%
SMC
1825
Smith, Moore & Co
Missouri
$561K +$197K +950 +66%
71 72
73
74 75