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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1551
Pinney & Scofield
Massachusetts
$36.8K – – –
DF
1552
Dunhill Financial
United Kingdom
$36.6K +$411 +2 +1%
MFT
1553
Moisand Fitzgerald Tamayo
Florida
$36.5K – – –
ATC
1554
Adirondack Trust Company
New York
$36.5K +$616 +3 +2%
NSIM
1555
North Star Investment Management
Illinois
$36.1K +$5.96K +29 +20%
CAC
1556
Core Alternative Capital
Georgia
$33.8K – – –
CPG
1557
Cornerstone Planning Group
New Jersey
$33.7K +$18.9K +92 +112%
S
1558
Sachetta
Massachusetts
$33.4K +$11.3K +55 +53%
DAM
1559
Delta Asset Management
Tennessee
$32.9K +$205 +1 +0.6%
PWMG
1560
Private Wealth Management Group
New Jersey
$32.8K – – –
CSC
1561
Caldwell Sutter Capital
California
$32.1K -$5.13K -25 -14%
SA
1562
Seneschal Advisors
Washington
$31.9K – – –
PP
1563
Paladin Partners
Wisconsin
$31.7K – – –
Q1WB
1564
Quest 10 Wealth Builders
Virginia
$31.3K -$616 -3 -2%
MLA
1565
MB, Levis & Associates
Pennsylvania
$31.3K – – –
SR
1566
Swiss Re
Switzerland
$29.8K – – –
CHC
1567
City Holding Co
West Virginia
$29.6K – – –
RTC
1568
Riverview Trust Company
Washington
$29.4K – – –
MEG
1569
Millstone Evans Group
Colorado
$28.6K +$8.01K +39 +40%
TFGT
1570
TS Financial Group (TSFG)
Illinois
$28K – – –
T
1571
Tidemark
California
$26.3K +$616 +3 +2%
CA
1572
Centerpoint Advisors
Massachusetts
$26K -$15.4K -75 -38%
HCM
1573
Hollencrest Capital Management
California
$25.2K – – –
MSG
1574
Main Street Group
Virginia
$25.2K +$24.6K +120 New
AW
1575
Avion Wealth
Texas
$25K +$5.13K +25 +26%
61 62
63
64 65