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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
3151
Stoneridge Investment Partners
Pennsylvania
$8.12M -$531K -1,979 -6%
BFA
3152
Blueprint Financial Advisors
North Carolina
$8.1M +$420K +1,566 +6%
CC
3153
Cypress Capital
Tennessee
$8.1M +$344K +1,282 +4%
EM
3154
ELCO Management
New York
$8.09M +$239K +890 +3%
AL
3155
Arnhold LLC
New York
$8.08M -$1.09M -4,063 -12%
SPA
3156
Sentinel Pension Advisors
Massachusetts
$8.08M +$496K +1,849 +7%
FPI
3157
Financial Plan Inc
Washington
$8.07M +$7.97M +29,698 New
HCM
3158
Hudson Capital Management
New Jersey
$8.07M -$107K -399 -1%
WWMSC
3159
Wagner Wealth Management (South Carolina)
South Carolina
$8.07M +$839K +3,127 +12%
MPPW
3160
Mitchell & Pahl Private Wealth
Oklahoma
$8.07M -$85.1K -317 -1%
OQS
3161
Occudo Quantitative Strategies
Florida
$8.07M +$2.04M +7,593 +34%
BPW
3162
BlueDoor Private Wealth
Massachusetts
$8.07M +$7.96M +29,666 New
AAMA
3163
Advanced Asset Management Advisors
Ohio
$8.06M -$5.26M -19,590 -40%
KIG
3164
Kessler Investment Group
Indiana
$8.05M +$95K +354 +1%
GCA
3165
Gallagher Capital Advisors
Texas
$8.05M -$164K -610 -2%
FFP
3166
Forbes Financial Planning
Rhode Island
$8.04M +$7.94M +29,578 New
PA
3167
PSI Advisors
Florida
$8.04M -$1.52M -5,644 -16%
PWM
3168
Peck Wealth Management
New York
$8.03M -$53.7K -200 -0.7%
WIA
3169
Wealthedge Investment Advisors
New York
$8.02M +$1.12M +4,188 +17%
QP
3170
Quartz Partners
New York
$8.01M -$1.67M -6,238 -17%
XWL
3171
XXI Wealth LLC
Illinois
$8.01M +$7.91M +29,474 New
CFSG
3172
Clark Financial Services Group
Missouri
$8.01M -$667K -2,485 -8%
T
3173
TOBAM
France
$8.01M +$7.21M +26,847 +1,033%
WR
3174
WD Rutherford
Oregon
$8M -$12.6K -47 -0.2%
TCG
3175
Transcendent Capital Group
Oklahoma
$7.99M -$352K -1,313 -4%
125 126
127
128 129