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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1701
EverSource Wealth Advisors
Alabama
$13.6M +$2.8M +17,825 +22%
FWM
1702
Focused Wealth Management
New York
$13.6M -$105K -668 -0.7%
IP
1703
Ignite Planners
California
$13.6M +$1.31M +8,375 +10%
FSC
1704
Full Sail Capital
Oklahoma
$13.6M -$169K -1,079 -1%
NM
1705
NWI Management
New York
$13.5M -$9.42M -60,000 -38%
CWM
1706
Circle Wealth Management
New Jersey
$13.5M -$313K -1,997 -2%
JCM
1707
Jacobi Capital Management
Pennsylvania
$13.5M +$54.6K +348 +0.4%
BIP
1708
Blueprint Investment Partners
North Carolina
$13.5M +$14.6M +92,952 +1,897%
JSC
1709
Jackson Square Capital
California
$13.5M -$2.37M -15,123 -13%
FNB
1710
Farmers National Bank
Kentucky
$13.5M +$84.9K +541 +0.6%
FFG
1711
Frisch Financial Group
New York
$13.5M -$1.85M -11,793 -11%
BCM
1712
Bienville Capital Management
New York
$13.5M -$1.43M -9,103 -9%
SWIM
1713
Smallwood Wealth Investment Management
New Jersey
$13.5M +$1.17M +7,425 +8%
WAM
1714
Weiss Asset Management
Massachusetts
$13.4M +$15.3M +97,190 New
HW
1715
Hamilton Wealth
California
$13.4M +$188K +1,201 +1%
NCM
1716
Neumann Capital Management
California
$13.4M -$771K -4,913 -5%
BBNB
1717
Baker Boyer National Bank
Washington
$13.4M +$76.3K +486 +0.5%
BWM
1718
BNC Wealth Management
Oregon
$13.4M -$691K -4,401 -4%
MA
1719
MCF Advisors
Kentucky
$13.4M +$1.7M +10,844 +13%
DDC
1720
DF Dent & Co
Maryland
$13.4M -$302K -1,924 -2%
FLII
1721
First Long Island Investors
New York
$13.4M -$967K -6,160 -6%
SIC
1722
SFE Investment Counsel
California
$13.4M -$92.4K -589 -0.6%
CHA
1723
Carmichael Hill & Associates
Maryland
$13.4M -$7.22K -46 -0%
SFP
1724
Shepherd Financial Partners
Massachusetts
$13.3M +$816K +5,198 +6%
MAM
1725
Montchanin Asset Management
Delaware
$13.3M -$469K -2,991 -3%
67 68
69
70 71