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Name Holding Trade Value Shares
Change 		Change in
Stake
BS
1676
Bessemer Securities
New York
$243K – – –
DOA
1677
D'Orazio & Associates
Virginia
$243K – – –
KP
1678
Keel Point
Alabama
$243K +$1.43K +19 +0.6%
AHB
1679
Abner Herrman & Brock
New Jersey
$243K +$248K +3,306 New
VC
1680
Veracity Capital
Georgia
$242K -$268K -3,562 -52%
GIM
1681
Grassi Investment Management
California
$242K +$247K +3,287 New
TW
1682
TrinityPoint Wealth
Connecticut
$241K -$529K -7,036 -68%
HCMNY
1683
Howard Capital Management (New York)
New York
$241K -$7.51K -100 -3%
SSW
1684
Smith Shellnut Wilson
Mississippi
$241K – – –
NFG
1685
Nations Financial Group
Iowa
$240K -$57.7K -768 -19%
EP
1686
EPIQ Partners
Minnesota
$240K – – –
CCP
1687
Cardan Capital Partners
Colorado
$240K +$245K +3,257 New
IFO
1688
Independent Family Office
New York
$240K +$245K +3,260 New
NAM
1689
NTV Asset Management
West Virginia
$239K +$244K +3,241 New
PFO
1690
Pathstone Family Office
New Jersey
$238K -$63.9K -850 -21%
MW
1691
Marcum Wealth
Ohio
$234K -$11.2K -149 -4%
PFGIA
1692
Patriot Financial Group Insurance Agency
Massachusetts
$234K +$4.06K +54 +2%
RSC
1693
Red Spruce Capital
Pennsylvania
$234K +$239K +3,184 New
WP
1694
WealthSource Partners
California
$233K -$48.2K -641 -17%
GCP
1695
Gill Capital Partners
Colorado
$233K -$11.6K -154 -5%
MGWM
1696
Marks Group Wealth Management
Minnesota
$233K +$238K +3,165 New
FHA
1697
First Horizon Advisors
Tennessee
$232K -$35K -466 -13%
HIM
1698
Hotaling Investment Management
Pennsylvania
$232K -$23.1K -308 -9%
SWM
1699
Sugarloaf Wealth Management
Georgia
$232K +$451 +6 +0.2%
CHA
1700
Cooper/Haims Advisors
New York
$232K +$237K +3,151 New
66 67
68
69 70