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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1901
CNB Bank
Pennsylvania
$3.21M +$53.4K +166 +2%
BTWM
1902
Baker Tilly Wealth Management
Wisconsin
$3.2M -$113K -352 -3%
AO
1903
Advisor OS
Illinois
$3.19M +$17K +53 +0.5%
MMG
1904
Monetary Management Group
Missouri
$3.18M -$16.1K -50 -0.5%
SSA
1905
SSA Swiss Advisors
$3.18M – – –
BFM
1906
Boothbay Fund Management
New York
$3.17M -$10.4M -32,266 -75%
TWA
1907
Tulsa Wealth Advisors
Oklahoma
$3.17M -$1.74M -5,426 -34%
SFS
1908
Symphony Financial Services
Ohio
$3.17M -$119K -371 -3%
PPC
1909
Park Place Capital
Alabama
$3.16M -$62.7K -195 -2%
TSWM
1910
Triangle Securities Wealth Management
North Carolina
$3.16M -$95.8K -298 -3%
SFO
1911
Stokes Family Office
Louisiana
$3.14M -$617K -1,918 -16%
MC
1912
Martin & Co
Tennessee
$3.14M +$38.9K +121 +1%
ZIG
1913
Zuckerman Investment Group
Illinois
$3.13M +$401K +1,247 +14%
RF
1914
Roxbury Financial
New Jersey
$3.13M +$7.72K +24 +0.2%
MFGM
1915
Marshall Financial Group (Maryland)
Maryland
$3.12M -$28K -87 -0.8%
TC
1916
Tsai Capital
New York
$3.12M +$115K +357 +4%
RA
1917
RiverPark Advisors
New York
$3.11M +$65.6K +204 +2%
LT
1918
Lindsell Train
United Kingdom
$3.11M +$96.5K +300 +3%
CP
1919
Cornerstone Planning
North Carolina
$3.11M -$130K -403 -4%
UB
1920
Umpqua Bank
Oregon
$3.1M +$195K +605 +6%
JSC
1921
J. Stern & Co
United Kingdom
$3.1M +$199K +619 +6%
SPWG
1922
Syntegra Private Wealth Group
Missouri
$3.1M -$94.5K -294 -3%
PWMG
1923
Prestige Wealth Management Group
New Jersey
$3.1M -$85.2K -265 -3%
MSR
1924
Main Street Research
Connecticut
$3.1M -$52.7M -163,842 -94%
NF
1925
Nvest Financial
New Hampshire
$3.08M +$138K +430 +4%
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