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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2351
Topsail Wealth Management
North Carolina
$2.13M -$323K -1,007 -14%
HAC
2352
Harbor Advisory Corp
New Hampshire
$2.12M -$396K -1,233 -17%
SWM
2353
SHP Wealth Management
Massachusetts
$2.12M +$144K +448 +8%
MC
2354
Machina Capital
France
$2.12M +$196K +610 +11%
CWM
2355
Circle Wealth Management
New Jersey
$2.11M +$16.1K +50 +0.8%
BEAM
2356
Baker Ellis Asset Management
Washington
$2.11M -$88.3K -275 -4%
GDP
2357
Great Diamond Partners
Maine
$2.11M -$32.7K -102 -2%
CASB
2358
Cape Ann Savings Bank
Massachusetts
$2.11M +$16.1K +50 +0.8%
MAWA
2359
Moss Adams Wealth Advisors
Washington
$2.1M +$374K +1,165 +23%
CAG
2360
Curtis Advisory Group
California
$2.1M – – –
WA
2361
WBH Advisory
Maryland
$2.1M -$45.6K -142 -2%
BWM
2362
Buckley Wealth Management
Nevada
$2.1M +$97.3K +303 +5%
CCA
2363
Catalyst Capital Advisors
New York
$2.1M +$584K +1,818 +42%
VCM
2364
Versant Capital Management
Arizona
$2.1M -$468K -1,459 -19%
LA
2365
Legacy Advisors
Pennsylvania
$2.09M +$244K +759 +14%
WAS
2366
Westco Advisory Services
New York
$2.09M -$19.6K -61 -1%
WIC
2367
Woodmont Investment Counsel
Tennessee
$2.09M +$51.4K +160 +3%
SLT
2368
St Louis Trust
Missouri
$2.09M -$1.29M -4,018 -51%
PCMH
2369
Polymer Capital Management (HK)
Hong Kong
$2.08M -$87.6K -273 -4%
LOWM
2370
Laurel Oak Wealth Management
New Jersey
$2.08M -$96.6K -301 -5%
HBW
2371
Hazlett, Burt & Watson
West Virginia
$2.08M -$49.8K -155 -2%
RAM
2372
Ramirez Asset Management
New York
$2.08M -$642 -2 -0%
IWN
2373
Independent Wealth Network
Iowa
$2.08M +$108K +335 +6%
3IP
2374
3Chopt Investment Partners
Virginia
$2.08M +$324K +1,010 +20%
BM
2375
Berman McAleer
Maryland
$2.08M -$18.9K -59 -1%
93 94
95
96 97