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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1651
Institute for Wealth Management
Colorado
$769K +$45.3K +1,223 +6%
RW
1652
Rede Wealth
Virginia
$769K -$3.55K -96 -0.5%
NFSG
1653
Newbridge Financial Services Group
Florida
$767K -$93.5K -2,527 -11%
DA
1654
Dover Advisors
Virginia
$766K -$253K -6,846 -25%
CA
1655
Carson Advisory
Georgia
$762K +$12.8K +346 +2%
FFA
1656
First Foundation Advisors
California
$761K +$47.6K +1,287 +7%
EI
1657
Ellevest Inc
New York
$760K -$20.2K -546 -3%
WAS
1658
Winch Advisory Services
Wisconsin
$760K +$55.1K +1,490 +8%
DA
1659
Denali Advisors
California
$759K – – –
ST
1660
Spinnaker Trust
Maine
$757K -$17.4K -471 -2%
CCT
1661
Chemung Canal Trust
New York
$757K -$114K -3,092 -13%
BC
1662
Bowman & Company
Wisconsin
$755K +$20K +541 +3%
EIM
1663
Essex Investment Management
Massachusetts
$755K -$57.9K -1,564 -7%
BMCM
1664
Burns Matteson Capital Management
New York
$754K -$12.6K -341 -2%
NCM
1665
NCM Capital Management
New Jersey
$753K -$51K -1,379 -6%
PWLP
1666
Prio Wealth Limited Partnership
Massachusetts
$753K -$3.7K -100 -0.5%
HWP
1667
Highline Wealth Partners
California
$751K +$184K +4,977 +33%
SIA
1668
SkyView Investment Advisors
New Jersey
$750K +$8.14K +220 +1%
CS
1669
Capital Square
Tennessee
$749K -$15.8K -427 -2%
PWMG
1670
Prestige Wealth Management Group
New Jersey
$747K +$366K +9,898 +97%
ADMI
1671
Albert D. Mason Inc
Massachusetts
$746K +$2.7K +73 +0.4%
RBFC
1672
Roman Butler Fullerton & Co
Missouri
$745K -$89.8K -2,425 -10%
NIM
1673
Needham Investment Management
New York
$744K – – –
EFM
1674
Eley Financial Management
Vermont
$743K +$7.55K +204 +1%
MVA
1675
Mount Vernon Associates
Maryland
$741K – – –
65 66
67
68 69