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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
751
IHT Wealth Management
Illinois
$610K -$416K -7,695 -48%
HCM
752
Howland Capital Management
Massachusetts
$610K +$458K +8,475 New
CRC
753
Curi RMB Capital
Illinois
$606K – – –
AWM
754
Avondale Wealth Management
Texas
$605K -$406K -7,500 -47%
WLIM
755
White Lighthouse Investment Management
Massachusetts
$605K – – –
ATWA
756
Arbor Trust Wealth Advisors
Michigan
$604K +$12.2K +225 +3%
C
757
Certuity
Florida
$596K -$7.3K -135 -2%
SPM
758
Symmetry Peak Management
Pennsylvania
$594K +$446K +8,250 New
SAS
759
Stelac Advisory Services
New York
$592K +$32.5K +600 +8%
AWM
760
Altium Wealth Management
New York
$590K – – –
AP
761
Adero Partners
California
$585K +$34.9K +645 +9%
TFGT
762
TS Financial Group (TSFG)
Illinois
$584K -$2.43K -45 -0.6%
FPCP
763
Fort Point Capital Partners
California
$581K +$30.8K +570 +8%
MSR
764
Main Street Research
Connecticut
$580K +$6.49K +120 +2%
TFS
765
TrustCore Financial Services
Tennessee
$579K -$3.25K -60 -0.7%
TCM
766
Traynor Capital Management
Pennsylvania
$578K -$372K -6,870 -46%
UAS
767
United Asset Strategies
New York
$578K -$92.5K -1,710 -18%
BG
768
Berry Group
Massachusetts
$573K – – –
OWP
769
Obermeyer Wealth Partners
Colorado
$571K -$3.25K -60 -0.8%
FNT
770
First National Trust
Pennsylvania
$570K -$9.74K -180 -2%
RAM
771
Riggs Asset Management
Pennsylvania
$566K – – –
BZWA
772
Blue Zone Wealth Advisors
California
$566K +$425K +7,860 New
AIC
773
Ameritas Investment Company
Nebraska
$558K -$881K -16,290 -68%
MGIM
774
M&G Investment Management
United Kingdom
$553K – – –
LCS
775
Levin Capital Strategies
New York
$551K +$414K +7,650 New
29 30
31
32 33