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Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1651
American Research & Management Company
Massachusetts
$857K -$28.9K -510 -3%
AWM
1652
AllSquare Wealth Management
New York
$857K -$8.63K -152 -1%
RBFC
1653
Roman Butler Fullerton & Co
Missouri
$854K +$841K +14,830 New
PV
1654
Private Vista
Illinois
$853K -$220K -3,869 -20%
BLAM
1655
Bourne Lent Asset Management
New York
$852K +$2.84K +50 +0.3%
FWP
1656
FAS Wealth Partners
Kansas
$850K -$108K -1,900 -11%
CAN
1657
Claraphi Advisory Network
United States
$849K +$108K +1,896 +14%
WCF
1658
West Coast Financial
California
$846K -$511K -9,013 -37%
GKWIM
1659
Gerber Kawasaki Wealth & Investment Management
California
$845K +$854K +15,043 New
BLA
1660
Balter Liquid Alternatives
Massachusetts
$843K -$530K -9,342 -38%
UBV
1661
United Bank (Virginia)
Virginia
$843K +$9.25K +163 +1%
SAM
1662
Symphony Asset Management
California
$840K +$23.4K +413 +3%
HGWM
1663
Harvest Group Wealth Management
Massachusetts
$840K +$381K +6,708 +81%
DBIA
1664
Dumont & Blake Investment Advisors
New Jersey
$838K -$1.76K -31 -0.2%
NFG
1665
Nadler Financial Group
Illinois
$838K +$33.3K +586 +4%
GA
1666
Gateway Advisory
New Jersey
$833K +$841K +14,822 New
TCPWM
1667
Traverso Chambers Private Wealth Management
California
$832K +$840K +14,801 New
V
1668
VeraBank
Texas
$832K +$840K +14,807 New
TRIM
1669
Thompson Rubinstein Investment Management
Oregon
$831K -$199K -3,500 -19%
NEPWA
1670
New England Private Wealth Advisors
Massachusetts
$829K -$42K -740 -5%
CB
1671
CNB Bank
Pennsylvania
$827K +$52.7K +928 +7%
SG
1672
StoneX Group
New York
$826K -$21.6K -381 -3%
BAM
1673
Brave Asset Management
New Jersey
$825K -$227 -4 -0%
AFNAS
1674
American Financial Network Advisory Services
California
$824K -$26K -459 -3%
CM
1675
Capital Management
Virginia
$821K -$4.68M -82,496 -85%
65 66
67
68 69