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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
951
Financial Perspectives
Minnesota
$67.7K – – –
PTC
952
Private Trust Company
Ohio
$67.2K -$7.56K -32 -10%
BHWM
953
Bay Harbor Wealth Management
Maryland
$67K -$3.07K -13 -5%
POIA
954
Pin Oak Investment Advisors
Texas
$57K +$20.1K +85 +56%
AGWCA
955
Annis Gardner Whiting Capital Advisors
Florida
$56.9K -$53.6K -227 -49%
FAM
956
Fred Alger Management
New York
$55.7K +$53.8K +228 New
NSIM
957
North Star Investment Management
Illinois
$55K – – –
AWM
958
AllSquare Wealth Management
New York
$51.6K +$4.72K +20 +10%
NRG
959
Nemes Rush Group
Michigan
$51.3K – – –
IRAG
960
Investment Research & Advisory Group
Georgia
$51.1K – – –
IAS
961
IMA Advisory Services
Colorado
$48.9K +$47.2K +200 New
PS
962
Planned Solutions
California
$48.9K +$47.2K +200 New
GJWM
963
Gilliland Jeter Wealth Management
Arkansas
$44.5K – – –
HIIFS
964
Harel Insurance Investments & Financial Services
Israel
$44K -$9.45K -40 -18%
VC
965
Vestor Capital
Illinois
$44K +$42K +178 New
ACM
966
Aster Capital Management
United Arab Emirates
$44K +$42.5K +180 New
FFO
967
Fortitude Family Office
Arizona
$43.7K +$37.1K +157 +714%
PA
968
PSI Advisors
Florida
$41.5K – – –
MPWT
969
MassMutual Private Wealth & Trust
Connecticut
$40.3K -$4.01K -17 -9%
CCA
970
Catalyst Capital Advisors
New York
$39.8K -$9.92K -42 -20%
PCFFS
971
Pacific Center for Financial Services
California
$38.4K – – –
HIA
972
Harbor Investment Advisory
Maryland
$38.1K -$14.4K -61 -28%
SC
973
SouthState Corp
Florida
$36.7K – – –
NMG
974
New Millennium Group
Utah
$35.9K +$22.2K +94 +177%
MCM
975
Manchester Capital Management
Vermont
$35.7K +$32.6K +138 +1,725%
37 38
39
40 41