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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1251
ELCO Management
New York
$501K +$35.2K +500 +8%
PWP
1252
Perfromance Wealth Partners
Illinois
$500K +$469K +6,657 New
PGFC
1253
Peapack-Gladstone Financial Corp
New Jersey
$494K +$109K +1,550 +31%
GSEP
1254
Golden State Equity Partners
California
$493K +$26K +369 +6%
CIM
1255
CIM Investment Management
Pennsylvania
$489K -$19.6K -279 -4%
CF
1256
Convergence Financial
Missouri
$488K -$125K -1,778 -22%
SDWMA
1257
Schneider Downs Wealth Management Advisors
Pennsylvania
$487K +$456K +6,480 New
PP
1258
Pegasus Partners
Wisconsin
$486K +$107K +1,522 +31%
VNA
1259
Valley National Advisers
Pennsylvania
$486K -$177K -2,508 -28%
AGP
1260
Autumn Glory Partners
Texas
$486K +$227K +3,230 +100%
IFWM
1261
Institute for Wealth Management
Colorado
$485K +$117K +1,655 +35%
CHAM
1262
Clear Harbor Asset Management
Connecticut
$484K +$563 +8 +0.1%
CPW
1263
Catalyst Private Wealth
California
$483K – – –
PIA
1264
Perennial Investment Advisors
California
$481K -$5.28K -75 -1%
BSHC
1265
Breed's Hill Capital
Massachusetts
$479K – – –
LC
1266
Lindbrook Capital
California
$478K +$56.3K +800 +14%
IDA
1267
Intelligence Driven Advisers
California
$477K +$72K +1,023 +19%
PA
1268
Procyon Advisors
Connecticut
$476K +$9.22K +131 +2%
MA
1269
Mutual Advisors
Nebraska
$475K +$35.5K +504 +9%
CH
1270
Cromwell Holdings
Wyoming
$474K -$28.1K -399 -6%
FHA
1271
First Horizon Advisors
Tennessee
$473K +$45.7K +649 +12%
AIMA
1272
Ables Iannone Moore & Associates
Georgia
$469K -$7.39K -105 -2%
ESB
1273
Essex Savings Bank
Connecticut
$469K -$4.65K -66 -1%
CWP
1274
Curated Wealth Partners
California
$468K -$422 -6 -0.1%
LA
1275
LVW Advisors
New York
$468K +$184K +2,615 +72%
49 50
51
52 53