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Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
1826
Heritage Investors Management Corp
Maryland
$655K +$431K +1,707 +172%
TFCP
1827
Twin Focus Capital Partners
Massachusetts
$654K -$14.6K -58 -2%
LC
1828
LCNB Corp
Ohio
$653K -$18.9K -75 -3%
9WM
1829
9258 Wealth Management
Ohio
$651K +$12.9K +51 +2%
OCM
1830
Orleans Capital Management
Louisiana
$651K +$346K +1,370 +105%
CWM
1831
Connecticut Wealth Management
Connecticut
$641K +$9.34K +37 +1%
CA
1832
Claro Advisors
Massachusetts
$640K +$180K +711 +37%
GWMIA
1833
Global Wealth Management Investment Advisory
Florida
$639K -$9.85K -39 -1%
SIMM
1834
Stillwater Investment Management (Minnesota)
Minnesota
$639K – – –
FNC
1835
First National Corp
Massachusetts
$639K +$6.82K +27 +1%
HPC
1836
Hobart Private Capital
North Carolina
$639K -$127K -501 -16%
SDWIA
1837
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$638K +$17.2K +68 +3%
AWE
1838
Avidian Wealth Enterprises
Texas
$638K +$96K +380 +17%
VFM
1839
Vivid Financial Management
California
$637K -$16.9K -67 -2%
PWMG
1840
Prestige Wealth Management Group
New Jersey
$636K +$25.8K +102 +4%
SIG
1841
Sargent Investment Group
Maryland
$631K +$12.6K +50 +2%
AAM
1842
Ascension Asset Management
New York
$631K +$657K +2,600 New
CWP
1843
Curated Wealth Partners
California
$630K +$41.4K +164 +7%
TTWM
1844
TCV Trust & Wealth Management
Virginia
$629K -$7.32K -29 -1%
OCM
1845
One Capital Management
California
$629K +$3.79K +15 +0.6%
QSS
1846
Quantitative Systematic Strategies
Florida
$629K +$93.7K +371 +17%
AFC
1847
AFT Forsyth & Company
Florida
$628K +$276K +1,093 +73%
AIM
1848
Alhambra Investment Management
Florida
$628K +$317K +1,255 +94%
CAGAS
1849
Capital Advisory Group Advisory Services
Minnesota
$626K -$424K -1,679 -39%
5L
1850
55I LLC
Massachusetts
$624K +$9.34K +37 +1%
72 73
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75 76