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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4401
Collaborative Capital Advisors
New York
$3.34M +$3.3M +11,547 New
GWI
4402
Grace & White Inc
New York
$3.34M – – –
WSA
4403
Wealth Science Advisors
Georgia
$3.33M +$140K +489 +4%
1CP
4404
17 Capital Partners
Arizona
$3.33M -$80.9K -283 -2%
FFM
4405
Flagstone Financial Management
Nebraska
$3.32M -$49.5K -173 -1%
MWM
4406
Maltin Wealth Management
New Jersey
$3.32M +$25.5K +89 +0.8%
MA
4407
Maxele Advisors
Missouri
$3.32M +$3.28M +11,474 New
CCM
4408
Cohen Capital Management
California
$3.32M +$5.72K +20 +0.2%
ZWA
4409
Zinnia Wealth Advisory
Florida
$3.32M -$52.9K -185 -2%
AI
4410
AXS Investments
New York
$3.32M -$622K -2,175 -16%
LAM
4411
Lakewood Asset Management
Illinois
$3.31M -$5.72K -20 -0.2%
MAM
4412
MMA Asset Management
Pennsylvania
$3.31M +$29.7K +104 +0.9%
GCP
4413
Guardian Capital (Pennsylvania)
Pennsylvania
$3.31M -$677K -2,366 -17%
EAM
4414
EdenTree Asset Management
United Kingdom
$3.3M +$100K +350 +3%
VAMG
4415
Voisard Asset Management Group
Michigan
$3.3M +$6.01K +21 +0.2%
DPW
4416
DiNuzzo Private Wealth
Pennsylvania
$3.3M -$73.5K -257 -2%
LHEI
4417
Leo H. Evart Inc
California
$3.29M -$569K -1,989 -15%
S
4418
Sachetta
Massachusetts
$3.29M +$219K +767 +7%
PIN
4419
Prudent Investors Network
California
$3.29M +$188K +656 +6%
GFG
4420
Grantvest Financial Group
New Jersey
$3.29M -$11.7K -41 -0.4%
BC
4421
BDFS Capital
Delaware
$3.29M +$431K +1,507 +15%
BW
4422
Blalock Williams
Alabama
$3.28M +$111K +388 +4%
TF
4423
Threadgill Financial
Texas
$3.27M +$286 +1 +0%
KFP
4424
Keener Financial Planning
Texas
$3.27M +$169K +591 +6%
AGAM
4425
Audent Global Asset Management
California
$3.27M +$297K +1,037 +10%
175 176
177
178 179