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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1651
Aldebaran Financial
$770K -$138K -3,718 -15%
TF
1652
Trek Financial
Arizona
$770K +$30.5K +823 +4%
IFWM
1653
Institute for Wealth Management
Colorado
$769K +$45.3K +1,223 +6%
RW
1654
Rede Wealth
Virginia
$769K -$3.55K -96 -0.5%
NFSG
1655
Newbridge Financial Services Group
Florida
$767K -$93.5K -2,527 -11%
DA
1656
Dover Advisors
Virginia
$766K -$253K -6,846 -25%
CA
1657
Carson Advisory
Georgia
$762K +$12.8K +346 +2%
FFA
1658
First Foundation Advisors
California
$761K +$47.6K +1,287 +7%
EI
1659
Ellevest Inc
New York
$760K -$20.2K -546 -3%
WAS
1660
Winch Advisory Services
Wisconsin
$760K +$55.1K +1,490 +8%
DA
1661
Denali Advisors
California
$759K – – –
ST
1662
Spinnaker Trust
Maine
$757K -$17.4K -471 -2%
CCT
1663
Chemung Canal Trust
New York
$757K -$114K -3,092 -13%
BC
1664
Bowman & Company
Wisconsin
$755K +$20K +541 +3%
EIM
1665
Essex Investment Management
Massachusetts
$755K -$57.9K -1,564 -7%
BMCM
1666
Burns Matteson Capital Management
New York
$754K -$12.6K -341 -2%
NCM
1667
NCM Capital Management
New Jersey
$753K -$51K -1,379 -6%
PWLP
1668
Prio Wealth Limited Partnership
Massachusetts
$753K -$3.7K -100 -0.5%
HWP
1669
Highline Wealth Partners
California
$751K +$184K +4,977 +33%
SIA
1670
SkyView Investment Advisors
New Jersey
$750K +$8.14K +220 +1%
CS
1671
Capital Square
Tennessee
$749K -$15.8K -427 -2%
PWMG
1672
Prestige Wealth Management Group
New Jersey
$747K +$366K +9,898 +97%
ADMI
1673
Albert D. Mason Inc
Massachusetts
$746K +$2.7K +73 +0.4%
RBFC
1674
Roman Butler Fullerton & Co
Missouri
$745K -$89.8K -2,425 -10%
NIM
1675
Needham Investment Management
New York
$744K – – –
65 66
67
68 69