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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
801
Pinnacle Wealth Management Advisory Group
New Jersey
$1.67M -$148K -1,750 -8%
SA
802
Sicart Associates
New York
$1.66M – – –
MYIA
803
Mount Yale Investment Advisors
Colorado
$1.66M +$510K +6,040 +44%
AWAU
804
Alliance Wealth Advisors (Utah)
Utah
$1.66M -$980K -11,617 -37%
SFO
805
Stokes Family Office
Louisiana
$1.66M -$6.75K -80 -0.4%
AAP
806
Arax Advisory Partners
Colorado
$1.65M -$280K -3,320 -14%
MWM
807
Mission Wealth Management
California
$1.65M -$50.4K -598 -3%
RWM
808
Ritholtz Wealth Management
New York
$1.65M +$205K +2,436 +14%
JCM
809
Jacobi Capital Management
Pennsylvania
$1.65M -$10.3K -122 -0.6%
TPCW
810
TD Private Client Wealth
New York
$1.64M -$49.8K -590 -3%
AG
811
AlTi Global
New York
$1.63M -$2.7K -32 -0.2%
FFM
812
Forum Financial Management
Illinois
$1.63M -$63.9K -758 -4%
TCOT
813
Trust Company of Toledo
Ohio
$1.62M -$11.3K -134 -0.7%
HTC
814
Haverford Trust Company
Pennsylvania
$1.62M -$250K -2,965 -13%
LG
815
LaFleur & Godfrey
Michigan
$1.61M +$96.7K +1,146 +6%
SW
816
SVB Wealth
Massachusetts
$1.61M -$1.17M -13,923 -42%
AWP
817
Accretive Wealth Partners
New Jersey
$1.61M -$2.7K -32 -0.2%
WIM
818
Westside Investment Management
California
$1.6M +$254K +3,016 +19%
LAM
819
Lynch Asset Management
Pennsylvania
$1.6M -$10.5K -125 -0.7%
AHC
820
Adell Harriman & Carpenter
Texas
$1.59M -$44.7K -530 -3%
LT
821
Legacy Trust
Michigan
$1.58M +$89.4K +1,060 +6%
FDP
822
Financiere des Professionnels
Quebec, Canada
$1.58M -$45.7K -542 -3%
FMI
823
F/M Investments
District of Columbia
$1.57M -$7.59K -90 -0.5%
OWA
824
ORBA Wealth Advisors
Illinois
$1.56M +$1.21M +14,376 +342%
PA
825
PFW Advisors
Georgia
$1.56M -$246K -2,921 -14%
31 32
33
34 35