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Name Holding Trade Value Shares
Change 		Change in
Stake
ACMA
1401
Arbor Capital Management (Alaska)
Alaska
$512K – – –
WFA
1402
Wellspring Financial Advisors
Ohio
$511K -$1.61K -21 -0.3%
RIG
1403
Renaissance Investment Group
Massachusetts
$509K -$347K -4,517 -40%
AWA
1404
Arkadios Wealth Advisors
Georgia
$509K -$90.7K -1,181 -15%
MIM
1405
Moseley Investment Management
Florida
$509K +$117K +1,520 +30%
GVAG
1406
Great Valley Advisor Group
Delaware
$506K +$161K +2,092 +46%
OCG
1407
Opus Capital Group
Ohio
$504K -$230 -3 -0%
BCM
1408
Blume Capital Management
California
$504K – – –
FIA
1409
Foundations Investment Advisors
Arizona
$504K +$232K +3,027 +90%
NB
1410
NBT Bank
New York
$503K +$16.3K +212 +3%
SG
1411
StoneX Group
New York
$499K +$9.14K +119 +2%
AWM
1412
Aries Wealth Management
Maine
$499K +$234K +3,049 +88%
APA
1413
Astoria Portfolio Advisors
New York
$495K +$67.8K +883 +16%
PWPS
1414
Pinnacle Wealth Planning Services
Ohio
$495K +$235K +3,059 +90%
DDC
1415
DF Dent & Co
Maryland
$493K +$51.1K +666 +12%
RI
1416
Ridgewood Investments
New Jersey
$492K +$68.5K +892 +16%
HL
1417
HeadInvest LLC
Maine
$491K -$30.7K -400 -6%
JIC
1418
Joel Isaacson & Co
New York
$491K -$22.9K -298 -4%
CM
1419
Capula Management
Cayman Islands
$490K +$493K +6,418 New
USCWA
1420
U.S. Capital Wealth Advisors
Texas
$489K -$37.2K -484 -7%
PWP
1421
Pursue Wealth Partners
California
$489K – – –
GWS
1422
Glassman Wealth Services
Virginia
$489K +$30.7K +400 +7%
AC
1423
AlphaCore Capital
California
$489K +$156K +2,030 +46%
GIA
1424
GHP Investment Advisors
Colorado
$487K -$28K -365 -5%
TA
1425
TFG Advisers
Michigan
$486K -$13.6K -177 -3%
55 56
57
58 59