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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1851
Loveless Wealth Management
Montana
$746K +$71.6K +271 +12%
ACM
1852
Adalta Capital Management
New York
$743K – – –
NNP
1853
Nachman Norwood & Parrott
South Carolina
$739K +$13.7K +52 +2%
FHC
1854
First Horizon Corporation
Tennessee
$738K -$306K -1,158 -31%
FLPIM
1855
F.L. Putnam Investment Management
Massachusetts
$738K -$57.1K -216 -8%
FTA
1856
Financial & Tax Architects
Missouri
$737K +$123K +464 +22%
PWMG
1857
Pinnacle Wealth Management Group
Michigan
$736K +$667K +2,526 New
KWM
1858
Keebeck Wealth Management
Illinois
$735K +$11.4K +43 +2%
EGM
1859
Engineers Gate Manager
New York
$730K -$2.98M -11,289 -82%
NJBEST
1860
New Jersey Better Educational Savings Trust
New Jersey
$729K – – –
CWP
1861
Curated Wealth Partners
California
$728K -$24.8K -94 -4%
QSS
1862
Quantitative Systematic Strategies
Florida
$728K -$23.8K -90 -3%
TTWM
1863
TCV Trust & Wealth Management
Virginia
$727K -$27.7K -105 -4%
CA
1864
Claro Advisors
Massachusetts
$726K -$38.6K -146 -6%
GS
1865
Gagnon Securities
New York
$726K +$15.6K +59 +2%
OPWM
1866
Oxinas Partners Wealth Management
Indiana
$726K +$111K +421 +20%
SC
1867
Shay Capital
New York
$725K -$77.9K -295 -11%
WMC
1868
Westwood Management Corporation
Illinois
$725K – – –
NB
1869
Northwest Bancshares
Pennsylvania
$722K – – –
JHCP
1870
Jackson Hole Capital Partners
Oklahoma
$720K +$68.4K +259 +12%
BC
1871
Burney Company
Virginia
$719K +$24.3K +92 +4%
TA
1872
Tectonic Advisors
Texas
$718K -$111K -420 -15%
MFP
1873
Meridian Financial Partners
Virginia
$716K -$27.7K -105 -4%
VC
1874
Veery Capital
Delaware
$716K -$1.32K -5 -0.2%
LWA
1875
Lenox Wealth Advisors
New York
$709K -$4.49K -17 -0.7%
73 74
75
76 77