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Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
2651
Ulland Investment Advisors
Minnesota
$7.24M +$6.44M +40,768 New
LCP
2652
LGT Capital Partners
Switzerland
$7.24M -$933K -5,902 -13%
PIG
2653
Pantheon Investment Group
California
$7.23M -$85K -538 -1%
CIC
2654
Chilton Investment Company
Connecticut
$7.22M +$76.8K +486 +1%
CCP
2655
Cunning Capital Partners
North Carolina
$7.2M – – –
SFCL
2656
Strengthening Families & Communities LLC
Massachusetts
$7.2M +$6.41M +40,557 New
CCC
2657
Crescent Capital Consulting
Louisiana
$7.2M +$95.1K +602 +2%
SDWMA
2658
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.19M +$26.6K +168 +0.4%
OIM
2659
Orca Investment Management
Oregon
$7.19M -$205K -1,296 -3%
MM
2660
Meridian Management
Arkansas
$7.17M +$13.3K +84 +0.2%
CFO
2661
CVA Family Office
Colorado
$7.16M +$4.14M +26,221 +186%
AMG
2662
Advisors Management Group
Wisconsin
$7.15M -$19.9K -126 -0.3%
MCM
2663
Marathon Capital Management
Maryland
$7.15M -$2.62M -16,578 -29%
LC
2664
Lincoln Capital
Nebraska
$7.15M +$4.11K +26 +0.1%
BAM
2665
Byrne Asset Management
New Jersey
$7.14M +$6.35M +40,202 New
AIC
2666
Archer Investment Corporation
Indiana
$7.12M -$336K -2,124 -5%
FWM
2667
Fingerlakes Wealth Management
New York
$7.11M +$6.32M +39,993 New
LCH
2668
Lee Capital Holdings
New York
$7.1M – – –
NIM
2669
Needham Investment Management
New York
$7.1M -$1.42M -9,000 -18%
SF
2670
SBK Financial
Virginia
$7.1M +$6.32M +39,995 New
SIS
2671
Sound Income Strategies
Florida
$7.1M +$120K +762 +2%
CIAS
2672
CFS Investment Advisory Services
New Jersey
$7.08M +$37.8K +239 +0.6%
PSF
2673
Pacific Sun Financial
California
$7.08M +$16.6K +105 +0.3%
GWM
2674
Gray Wealth Management
Maine
$7.08M +$175K +1,106 +3%
LGA
2675
Lebenthal Global Advisors
New York
$7.07M +$388K +2,455 +7%
105 106
107
108 109