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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1776
Capital Square
Tennessee
$678K +$4.92K +122 +0.7%
CWP
1777
Core Wealth Partners
California
$678K +$662K +16,429 New
ST
1778
Somerset Trust
Pennsylvania
$677K +$38.2K +948 +6%
NERM
1779
New England Research & Management
Illinois
$677K -$1.21K -30 -0.2%
AGM
1780
Alpine Global Management
New York
$676K +$661K +16,394 New
TC
1781
Trust Company
Kansas
$676K -$36.8K -913 -5%
CGL
1782
Clarius Group LLC
Washington
$676K +$4.84K +120 +0.7%
PCM
1783
Perkins Capital Management
Minnesota
$673K -$12.5K -309 -2%
SWMP
1784
Signature Wealth Management Partners
New Jersey
$673K -$13.5K -334 -2%
NLP
1785
Next Level Private
New York
$672K +$27.9K +691 +4%
CWP
1786
CFM Wealth Partners
Texas
$670K +$48.5K +1,204 +8%
NAMP
1787
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$668K -$52K -1,290 -7%
CWA
1788
Centennial Wealth Advisory
Michigan
$666K -$54.5K -1,351 -8%
HNWAG
1789
High Net Worth Advisory Group
Florida
$666K – – –
LAM
1790
L2 Asset Management
Massachusetts
$664K +$54.2K +1,345 +9%
IWA
1791
Invera Wealth Advisors
Oregon
$663K +$127K +3,154 +24%
RAM
1792
RWC Asset Management
United Kingdom
$663K +$22.2K +551 +4%
WOC
1793
West Oak Capital
California
$660K – – –
LA
1794
Latitude Advisors
Florida
$660K +$16.3K +404 +3%
JWA
1795
JFS Wealth Advisors
Pennsylvania
$660K +$129K +3,213 +25%
DFG
1796
Demars Financial Group
Washington
$658K -$31.8K -788 -5%
ADMI
1797
Albert D. Mason Inc
Massachusetts
$658K +$3.75K +93 +0.6%
PB
1798
Pinnacle Bancorp
Nebraska
$657K -$237K -5,880 -27%
DCM
1799
DGS Capital Management
New Jersey
$656K -$15.2K -376 -2%
RSA
1800
River Street Advisors
Illinois
$656K +$65.1K +1,615 +11%
70 71
72
73 74