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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
651
Smithfield Trust
Pennsylvania
$493K -$24.3K -182 -5%
WPC
652
Wedmont Private Capital
Pennsylvania
$490K +$23K +172 +5%
ST
653
Spinnaker Trust
Maine
$486K +$40.1K +300 +9%
NB
654
NBT Bank
New York
$486K -$7.75K -58 -2%
BRWA
655
B. Riley Wealth Advisors
Florida
$481K +$44.3K +332 +9%
PFA
656
Pure Financial Advisors
California
$480K +$27.5K +206 +6%
NGA
657
Naples Global Advisors
Florida
$480K – – –
CM
658
Capula Management
Cayman Islands
$477K +$460K +3,442 New
AWM
659
Avior Wealth Management
Nebraska
$477K -$9.35K -70 -2%
FFA
660
Founders Financial Alliance
North Carolina
$476K +$458K +3,433 New
RCM
661
Radnor Capital Management
Pennsylvania
$475K – – –
VCG
662
Vantage Consulting Group
Virginia
$472K -$47.9K -359 -10%
SC
663
Syon Capital
California
$472K +$8.41K +63 +2%
DWA
664
Douglass Winthrop Advisors
New York
$472K +$14.6K +109 +3%
LFAS
665
Level Four Advisory Services
Texas
$470K – – –
LFA
666
Legacy Financial Advisors
Kentucky
$469K +$41.3K +309 +10%
UBV
667
United Bank (Virginia)
Virginia
$464K – – –
WIC
668
Woodmont Investment Counsel
Tennessee
$463K -$668 -5 -0.1%
CT
669
ClearAlpha Technologies
Connecticut
$462K +$445K +3,329 New
DFCM
670
Dark Forest Capital Management
Puerto Rico
$459K +$442K +3,310 New
KIA
671
Knollwood Investment Advisory
Maryland
$459K – – –
IWM
672
IHT Wealth Management
Illinois
$457K -$35K -262 -7%
WA
673
Waverly Advisors
Alabama
$457K -$35.7K -267 -7%
LC
674
Lindbrook Capital
California
$454K -$19.8K -148 -4%
PCS
675
Personal CFO Solutions
New Jersey
$451K +$156K +1,168 +56%
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