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Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
1151
New Age Alpha Advisors
New York
$109K +$109K +156 New
GSWM
1152
Golden State Wealth Management
California
$107K – – –
FFWM
1153
Future Financial Wealth Management
Ohio
$105K – – –
QC
1154
Quent Capital
New York
$99.1K +$99.3K +142 New
WIM
1155
Westside Investment Management
California
$95.8K +$22.4K +32 +30%
BDPWM
1156
Barnes Dennig Private Wealth Management
Ohio
$94.2K +$5.59K +8 +6%
EDRH
1157
Edmond de Rothschild Holding
Switzerland
$92.1K -$252K -360 -73%
TH
1158
TCTC Holdings
Texas
$91.4K – – –
NWMP
1159
Noble Wealth Management PBC
Colorado
$91.4K +$91.6K +131 New
EP
1160
Essential Partners
California
$90K +$699 +1 +0.8%
ABWM
1161
Alpine Bank Wealth Management
Colorado
$89.3K – – –
CT
1162
Colonial Trust
South Carolina
$88.4K +$81.1K +116 +1,055%
RCM
1163
Raleigh Capital Management
North Carolina
$85.2K -$303K -433 -78%
GA
1164
GoalVest Advisory
New York
$81K – – –
GIA
1165
GHP Investment Advisors
Colorado
$80.3K – – –
CFO
1166
CVA Family Office
Colorado
$78.2K +$2.1K +3 +3%
SS
1167
Sunbelt Securities
Texas
$77.5K -$29.4K -42 -27%
CYG
1168
Clean Yield Group
Vermont
$76.8K – – –
TSMHT
1169
Thurston Springer Miller Herd & Titak
Indiana
$76.1K -$903K -1,291 -92%
NP
1170
Ninepoint Partners
Ontario, Canada
$76.1K +$76.2K +109 New
MAM
1171
Morse Asset Management
Connecticut
$74.7K -$299K -427 -80%
TFM
1172
TFC Financial Management
Massachusetts
$74K – – –
CI
1173
CAZ Investments
Texas
$69.8K – – –
MAM
1174
Meeder Asset Management
Ohio
$69.8K +$47.5K +68 +213%
APW
1175
Aventura Private Wealth
Florida
$69.1K +$3.5K +5 +5%
45 46
47
48 49