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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2501
Hexagon Capital Partners
Arkansas
$900K +$998K +2,422 New
CI
2502
Corient IA
Florida
$900K -$239K -580 -19%
AWM
2503
Ariadne Wealth Management
California
$899K +$1.24K +3 +0.1%
PP
2504
Patten & Patten
Tennessee
$898K -$19.4K -47 -2%
WC
2505
Weil Company
California
$898K – – –
SW
2506
SlateStone Wealth
Florida
$896K +$98.9K +240 +11%
AMCA
2507
Arthur M. Cohen & Associates
Illinois
$896K -$55.6K -135 -5%
RWA
2508
River Wealth Advisors
Pennsylvania
$894K -$70.9K -172 -7%
CAM
2509
Concorde Asset Management
Michigan
$892K -$472K -1,145 -32%
HIC
2510
Holderness Investments Company
North Carolina
$891K +$235K +570 +31%
PHS
2511
Pekin Hardy Strauss
Illinois
$890K +$111K +270 +13%
BBA
2512
Braun-Bostich & Associates
Pennsylvania
$889K -$2.47K -6 -0.3%
VCM
2513
Vines Capital Management
Louisiana
$887K +$2.06K +5 +0.2%
PWP
2514
Ponta Wealth Partners
Florida
$887K +$329K +799 +50%
ISWM
2515
Independent Solutions Wealth Management
New York
$887K +$63.9K +155 +7%
ABTD
2516
Arvest Bank Trust Division
Oklahoma
$886K -$97.2K -236 -9%
QA
2517
Quattro Advisors
Pennsylvania
$882K +$165K +400 +20%
PFU
2518
Parus Finance (UK)
United Kingdom
$881K +$16.5K +40 +2%
MHWM
2519
Montz Harcus Wealth Management
Louisiana
$880K -$45.3K -110 -4%
PCA
2520
Purkiss Capital Advisors
Connecticut
$878K +$66.3K +161 +7%
TWPM
2521
Total Wealth Planning & Management
Florida
$877K +$145K +353 +18%
CAL
2522
Capital Analysts LLC
Pennsylvania
$877K -$116K -281 -11%
AFC
2523
Ares Financial Consulting
California
$877K +$386K +937 +69%
RFS
2524
Richardson Financial Services
Massachusetts
$877K +$37.1K +90 +4%
GIPW
2525
Granite Islands Private Wealth
Connecticut
$877K +$334K +811 +52%
99 100
101
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