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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2201
Planning Alternatives
Michigan
$16.7M +$259K +966 +2%
AWP
2202
Accretive Wealth Partners
New Jersey
$16.6M -$78.1K -291 -0.5%
BG
2203
Bollard Group
Massachusetts
$16.6M -$1.63M -6,064 -9%
NRC
2204
New Republic Capital
North Carolina
$16.6M +$8.8M +32,773 +116%
CCS
2205
Concentric Capital Strategies
Connecticut
$16.6M -$13.2M -49,067 -45%
AWCI
2206
Alpine Woods Capital Investors
New York
$16.6M -$217K -807 -1%
AFT
2207
Alpha Family Trust
California
$16.5M – – –
VWM
2208
VCI Wealth Management
Missouri
$16.5M +$1.72M +6,421 +12%
GPI
2209
General Partner Inc
Pennsylvania
$16.5M -$913K -3,400 -5%
SFA
2210
Souders Financial Advisors
Ohio
$16.5M +$250K +933 +2%
FCG
2211
Fielder Capital Group
Tennessee
$16.5M +$11.4M +42,516 +236%
EFMC
2212
Empire Financial Management Company
New York
$16.4M -$342K -1,275 -2%
HI
2213
Harrington Investments
California
$16.4M -$778K -2,897 -5%
SC
2214
Soundwatch Capital
Connecticut
$16.4M -$46.4K -173 -0.3%
UAM
2215
UAS Asset Management
New York
$16.4M -$214K -799 -1%
ALA
2216
Atlas Legacy Advisors
California
$16.4M +$1.22M +4,533 +8%
HW
2217
Hedeker Wealth
Illinois
$16.4M -$413K -1,539 -2%
BO
2218
Bank OZK
Arkansas
$16.4M -$228K -850 -1%
MWAM
2219
Manhattan West Asset Management
California
$16.4M -$597K -2,225 -4%
WCFA
2220
Walkner Condon Financial Advisors
Wisconsin
$16.4M -$110K -409 -0.7%
CAWM
2221
Capital Advisors Wealth Management
Washington
$16.3M +$60.7K +226 +0.4%
JSL
2222
JT Stratford LLC
Georgia
$16.3M +$340K +1,266 +2%
SWM
2223
Silverlake Wealth Management
Vermont
$16.3M -$594K -2,212 -4%
WIS
2224
Wright Investors Service
Connecticut
$16.3M -$315K -1,173 -2%
EM
2225
Excalibur Management
Massachusetts
$16.3M -$657K -2,446 -4%
87 88
89
90 91