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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
1926
Twin Lakes Capital Management
California
$1.49M +$263K +1,122 +20%
RIM
1927
Redwood Investment Management
Arizona
$1.49M +$339K +1,446 +28%
CAM
1928
Covenant Asset Management
New Jersey
$1.49M – – –
CWM
1929
Circle Wealth Management
New Jersey
$1.48M -$386K -1,648 -20%
SAG
1930
Spotlight Asset Group
Illinois
$1.48M -$411K -1,751 -21%
DBIA
1931
Dumont & Blake Investment Advisors
New Jersey
$1.47M -$53.5K -228 -3%
CCMW
1932
Cypress Capital Management (Wyoming)
Wyoming
$1.47M -$1.88K -8 -0.1%
AWA
1933
Alta Wealth Advisors
Massachusetts
$1.47M -$36.6K -156 -2%
SMA
1934
Sage Mountain Advisors
Georgia
$1.46M +$65.4K +279 +4%
CPSC
1935
Carl P. Sherr & Co
Massachusetts
$1.46M +$49.5K +211 +3%
NL
1936
NWAM LLC
Washington
$1.46M +$70.8K +302 +5%
AWE
1937
Avidian Wealth Enterprises
Texas
$1.46M +$409K +1,746 +36%
CB
1938
CNB Bank
Pennsylvania
$1.45M +$132K +565 +9%
OC
1939
Oarsman Capital
Wisconsin
$1.45M -$44.6K -190 -3%
LHC
1940
Little House Capital
Massachusetts
$1.44M -$628K -2,680 -29%
AWA
1941
Arkadios Wealth Advisors
Georgia
$1.44M -$466K -1,988 -24%
BA
1942
Ballast Advisors
Minnesota
$1.43M +$3.28K +14 +0.2%
TCM
1943
Teza Capital Management
Illinois
$1.43M -$1.33M -5,659 -47%
PIA
1944
Pinion Investment Advisors
Kansas
$1.43M +$24.9K +106 +2%
LDFR
1945
Lehman & Derafelo Financial Resources
Pennsylvania
$1.43M -$16.4K -70 -1%
PWMG
1946
Pinnacle Wealth Management Group
Michigan
$1.43M +$25.1K +107 +2%
EWM
1947
Executive Wealth Management
Michigan
$1.43M +$31.7K +135 +2%
CCA
1948
Column Capital Advisors
Indiana
$1.42M +$4.69K +20 +0.3%
HA
1949
Harfst & Associates
Wyoming
$1.42M +$50.4K +215 +3%
BSA
1950
Braun Stacey Associates
New York
$1.42M – – –
76 77
78
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