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Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1476
Adirondack Trust Company
New York
$389K +$6.39K +85 +2%
BOPW
1477
Brandywine Oak Private Wealth
Pennsylvania
$389K +$56.4K +750 +17%
W
1478
WealthStone
Ohio
$387K +$395K +5,262 New
AIA
1479
AIMZ Investment Advisors
California
$385K – – –
HGWM
1480
Horst & Graben Wealth Management
Oregon
$383K -$52.1K -693 -12%
RIG
1481
Roosevelt Investment Group
New York
$383K +$391K +5,204 New
SFG
1482
Summit Financial Group
West Virginia
$381K +$38.3K +510 +11%
DA
1483
Doliver Advisors
Texas
$380K +$50.3K +669 +15%
MCM
1484
Murphy Capital Management
New Jersey
$378K +$35.2K +469 +10%
TSW
1485
Thompson Siegel & Walmsley
Virginia
$376K +$150K +2,000 +64%
PFA
1486
Paradigm Financial Advisors
Missouri
$375K +$1.5K +20 +0.4%
SBSB
1487
Sullivan, Bruyette, Speros & Blaney
Virginia
$374K – – –
TSWM
1488
Triangle Securities Wealth Management
North Carolina
$373K +$46.5K +619 +14%
CPO
1489
Cerity Partners OCIO
New York
$372K +$72.1K +960 +23%
SWA
1490
Sutton Wealth Advisors
Florida
$371K +$12.4K +165 +3%
NAS
1491
Nicolet Advisory Services
Wisconsin
$370K +$10.1K +135 +3%
NHC
1492
Nicholas Hoffman & Company
Georgia
$370K +$22.1K +294 +6%
GVAG
1493
Great Valley Advisor Group
Delaware
$370K +$92.6K +1,232 +32%
CC
1494
Centiva Capital
New York
$368K -$503K -6,695 -57%
BFO
1495
Boston Family Office
Massachusetts
$366K +$14.1K +187 +4%
MS
1496
Maven Securities
Jersey
$365K -$265K -3,523 -41%
AWA
1497
ARS Wealth Advisors
Florida
$364K -$63.5K -845 -15%
TC
1498
Truvestments Capital
Florida
$364K +$126K +1,675 +51%
VWM
1499
Venturi Wealth Management
Texas
$363K -$526K -7,003 -66%
PCM
1500
Prelude Capital Management
New York
$362K -$119K -1,579 -24%
58 59
60
61 62