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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
2076
Northwest Bancshares
Pennsylvania
$2.12M -$315K -1,150 -12%
KSWA
2077
Kathleen S. Wright Associates
Pennsylvania
$2.12M – – –
LWL
2078
Leo Wealth LLC
Texas
$2.12M +$170K +621 +8%
EL
2079
EMFO LLC
Florida
$2.11M – – –
MSFS
2080
Main Street Financial Solutions
Pennsylvania
$2.11M +$156K +569 +8%
EWM
2081
EPG Wealth Management
Georgia
$2.11M -$1.89M -6,897 Closed
LT
2082
Lindsell Train
United Kingdom
$2.11M – – –
9WM
2083
9258 Wealth Management
Ohio
$2.09M +$60.3K +220 +3%
GSWM
2084
Greenup Street Wealth Management
Michigan
$2.09M -$391K -1,425 -15%
FPCP
2085
Fort Point Capital Partners
California
$2.09M -$59.5K -217 -3%
CFCI
2086
Comprehensive Financial Consultants Institutional
Indiana
$2.08M +$98.9K +361 +5%
AMCA
2087
Arthur M. Cohen & Associates
Illinois
$2.08M +$125K +455 +6%
GLA
2088
Good Life Advisors
Pennsylvania
$2.08M -$22.5K -82 -1%
DIM
2089
Delta Investment Management
California
$2.08M +$178K +648 +9%
NAMP
2090
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.07M +$6.85K +25 +0.3%
RMC
2091
Resources Management Corp
Connecticut
$2.07M -$30.7K -112 -1%
IA
2092
Icon Advisers
Colorado
$2.07M – – –
FWA
2093
FOCUS Wealth Advisors
Texas
$2.06M +$116K +423 +6%
CCM
2094
Cinctive Capital Management
New York
$2.06M +$566K +2,064 +36%
PPWM
2095
Paragon Private Wealth Management
Kentucky
$2.06M +$274 +1 +0%
IUHSA
2096
Itau Unibanco Holding S.A.
Brazil
$2.05M +$2.14M +7,821 New
TP
2097
Tranquility Partners
Tennessee
$2.05M – – –
RIA
2098
Realta Investment Advisors
Delaware
$2.05M -$356K -1,300 -14%
RCM
2099
Regency Capital Management
Hawaii
$2.04M +$232K +846 +12%
CAMV
2100
Concord Asset Management (Virginia)
Virginia
$2.04M +$261K +951 +14%
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