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Name Holding Trade Value Shares
Change 		Change in
Stake
TBNY
2901
Trustco Bank (New York)
New York
$5.66M -$92.5K -585 -2%
CPP
2902
Capasso Planning Partners
South Carolina
$5.66M +$5.04M +31,873 New
CWA
2903
Choice Wealth Advisors
Maine
$5.66M -$1.81M -11,470 -26%
EWA
2904
Evolution Wealth Advisors
Florida
$5.66M +$180K +1,138 +4%
DHGWA
2905
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5.66M +$5.03M +31,844 New
AP
2906
Adero Partners
California
$5.64M -$161K -1,019 -3%
DCM
2907
Difesa Capital Management
New York
$5.64M +$5.02M +31,778 New
EMG
2908
ETF Managers Group
New Jersey
$5.64M -$10.8M -68,295 -68%
AWM
2909
Alterna Wealth Management
Texas
$5.63M +$5.01M +31,710 New
CMANY
2910
Capital Management Associates (New York)
New York
$5.63M -$728K -4,607 -13%
DJYG
2911
David J. Yvars Group
Florida
$5.63M -$476K -3,009 -9%
ST
2912
Sabal Trust
Florida
$5.62M -$436K -2,758 -8%
WW
2913
Westshore Wealth
California
$5.62M – – –
4WM
2914
44 Wealth Management
Oregon
$5.6M +$36.7K +232 +0.7%
LRWA
2915
Long Run Wealth Advisors
New York
$5.6M +$4.99M +31,552 New
MCM
2916
McRae Capital Management
New Jersey
$5.59M +$308K +1,950 +7%
HPWM
2917
High Pines Wealth Management
Massachusetts
$5.59M +$119K +751 +2%
MHWM
2918
Montz Harcus Wealth Management
Louisiana
$5.58M +$4.97M +31,441 New
SWG
2919
Summit Wealth Group
Vermont
$5.58M +$4.97M +31,433 New
SP
2920
Successful Portfolios
Florida
$5.58M -$1.9K -12 -0%
LFA
2921
Landmark Financial Advisors
Kentucky
$5.57M +$123K +781 +3%
MFP
2922
Meridian Financial Partners
Virginia
$5.56M -$25.3K -160 -0.5%
EA
2923
Eudaimonia Advisors
Tennessee
$5.56M +$4.95M +31,308 New
AWP
2924
Accretive Wealth Partners
New Jersey
$5.55M +$1.71M +10,824 +53%
SCP
2925
Sandhill Capital Partners
New York
$5.55M -$161K -1,020 -3%
115 116
117
118 119