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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1601
Hamel Associates
New Jersey
$20.2M +$215K +1,360 +1%
FFG
1602
Frisch Financial Group
New York
$20.2M -$952K -6,021 -5%
IWA
1603
IBEX Wealth Advisors
New Jersey
$20.2M +$412K +2,607 +2%
EML
1604
Eos Management LP
New York
$20.2M – – –
DCM
1605
Decatur Capital Management
Georgia
$20.1M -$216K -1,369 -1%
SG
1606
StoneX Group
New York
$20.1M +$1.89M +11,951 +12%
S
1607
SimplyRich
California
$20.1M -$32.4K -205 -0.2%
RPWA
1608
Regent Peak Wealth Advisors
Georgia
$20M +$192K +1,214 +1%
BG
1609
Bollard Group
Massachusetts
$20M +$26.1K +165 +0.1%
TWMP
1610
Taylor Wealth Management Partners
Massachusetts
$20M -$324K -2,049 -2%
CI
1611
Carroll Investors
South Carolina
$20M +$17.9M +113,118 New
AFAS
1612
Acorn Financial Advisory Services
Virginia
$20M -$15.7M -99,365 -47%
ETI
1613
Enterprise Trust & Investment
California
$19.9M -$482K -3,050 -3%
SFS
1614
Searcy Financial Services
Kansas
$19.9M +$8.56M +54,179 +93%
PCMK
1615
Paragon Capital Management (Kansas)
Kansas
$19.9M -$1.36M -8,626 -7%
ERWM
1616
Elk River Wealth Management
Colorado
$19.9M -$85.2K -539 -0.5%
CPO
1617
Cerity Partners OCIO
New York
$19.9M +$438K +2,774 +3%
CFG
1618
Cooper Financial Group
California
$19.9M -$5.66M -35,801 -24%
ARMC
1619
American Research & Management Company
Massachusetts
$19.9M -$263K -1,665 -1%
RWP
1620
Ridgecrest Wealth Partners
California
$19.9M +$527K +3,336 +3%
FM
1621
Family Management
New York
$19.9M +$147K +932 +0.8%
GC
1622
Garde Capital
Washington
$19.9M -$434K -2,745 -2%
BL
1623
BFSG LLC
California
$19.8M -$86.9K -550 -0.5%
BRC
1624
Bell Rock Capital
Delaware
$19.8M +$17.4M +110,185 New
VW
1625
Vantage Wealth
California
$19.8M +$508K +3,214 +3%
63 64
65
66 67