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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1801
Pallas Capital Advisors
Massachusetts
$872K -$64.9K -273 -7%
ICP
1802
Interchange Capital Partners
Pennsylvania
$872K -$334K -1,405 -29%
CPIA
1803
Cornell Pochily Investment Advisors
New York
$869K -$2.38K -10 -0.3%
AT
1804
Arden Trust
Delaware
$867K +$119K +501 +17%
HCA
1805
Harbor Capital Advisors
Illinois
$866K -$1.12M -4,732 -58%
KIG
1806
Kowal Investment Group
Wisconsin
$865K +$72K +303 +10%
PAI
1807
Pittenger & Anderson Inc
Nebraska
$862K +$106K +448 +15%
ACP
1808
Arcus Capital Partners
Georgia
$861K +$2.85K +12 +0.3%
RDWM
1809
Red Door Wealth Management
Tennessee
$861K +$128K +538 +18%
WA
1810
WESPAC Advisors
California
$861K – – –
BWM
1811
Buckley Wealth Management
Nevada
$859K – – –
JSW
1812
Journey Strategic Wealth
New Jersey
$859K -$217K -913 -21%
BTW
1813
Boston Trust Walden
Massachusetts
$857K – – –
NMG
1814
New Millennium Group
Utah
$855K -$15.4K -65 -2%
TWM
1815
TLW Wealth Management
Florida
$854K – – –
BG
1816
Bahl & Gaynor
Ohio
$853K -$70.8K -298 -8%
SAI
1817
Savvy Advisors Inc
New York
$853K +$816K +3,433 New
IC
1818
Inscription Capital
Texas
$853K +$168K +705 +26%
CH
1819
Canton Hathaway
Rhode Island
$852K +$68.9K +290 +9%
CIG
1820
Cullen Investment Group
Louisiana
$852K +$815K +3,428 New
AWM
1821
Angeles Wealth Management
California
$850K -$140K -588 -15%
ESB
1822
Essex Savings Bank
Connecticut
$850K +$234K +986 +40%
BWP
1823
BSW Wealth Partners
Colorado
$849K -$475 -2 -0.1%
NPT
1824
National Philanthropic Trust
Pennsylvania
$849K +$812K +3,418 New
FNBOH
1825
First National Bank of Hutchinson
Kansas
$849K +$5.47K +23 +0.7%
71 72
73
74 75