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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Ariadne Wealth Management
California
$315K -$166K -1,591 -34%
SIA
677
SeaBridge Investment Advisors
New Jersey
$314K – – –
CRC
678
Curi RMB Capital
Illinois
$314K +$5.44K +52 +2%
CWA
679
Carolina Wealth Advisors
South Carolina
$313K +$163K +1,560 +129%
WSCM
680
Wellington Shields Capital Management
New York
$311K – – –
EWM
681
Empirical Wealth Management
Washington
$308K +$284K +2,716 New
TAM
682
Trust Asset Management
Texas
$306K – – –
ST
683
Smithfield Trust
Pennsylvania
$303K -$138K -1,320 -33%
IAA
684
Independent Advisor Alliance
North Carolina
$301K +$942 +9 +0.3%
APG
685
Abacus Planning Group
South Carolina
$301K – – –
SPA
686
Sherbrooke Park Advisers
New York
$300K -$336K -3,209 -55%
CAM
687
Claret Asset Management
Quebec, Canada
$298K -$3.98K -38 -1%
DOA
688
D'Orazio & Associates
Virginia
$298K +$9.31K +89 +4%
JSW
689
Journey Strategic Wealth
New Jersey
$295K +$18.9K +181 +7%
WAM
690
Wilsey Asset Management
California
$295K -$41.3M -394,937 -99%
AC
691
Avestar Capital
New York
$292K -$38.8K -371 -13%
CCAL
692
City Center Advisors LLC
Michigan
$291K -$93.7K -895 -26%
UB
693
UMB Bank
Missouri
$288K +$9.52K +91 +4%
SF
694
Summit Financial
New Jersey
$283K -$732 -7 -0.3%
AWM
695
Adams Wealth Management
Utah
$282K -$95.2K -910 -27%
CI
696
CacheTech Inc
Utah
$282K -$95.2K -910 -27%
NP
697
Nilsine Partners
Colorado
$280K +$259K +2,477 New
PCS
698
Personal CFO Solutions
New Jersey
$280K +$1.99K +19 +0.8%
VCM
699
Virtue Capital Management
Tennessee
$276K -$1.07M -10,216 -95%
HCMT
700
Highland Capital Management (Tennessee)
Tennessee
$276K -$2.93K -28 -1%
26 27
28
29 30