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Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
2501
D.B. Root & Company
Pennsylvania
$5.18M +$213K +1,161 +5%
CCWA
2502
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.17M +$710K +3,864 +17%
ECM
2503
Estabrook Capital Management
New York
$5.17M +$56K +305 +1%
CWS
2504
Confluence Wealth Services
Pennsylvania
$5.17M +$345K +1,876 +8%
KFI
2505
Key Financial Inc
Pennsylvania
$5.17M +$38.8K +211 +0.8%
CIP
2506
Capital Insight Partners
Arizona
$5.16M -$655K -3,568 -12%
FDS
2507
Freedom Day Solutions
Texas
$5.16M +$55.8K +304 +1%
WA
2508
WP Advisors
California
$5.15M +$551 +3 +0%
WKSWA
2509
White Knight Strategic Wealth Advisors
New Jersey
$5.15M -$69.3K -377 -1%
SL
2510
SFM LLC
New Hampshire
$5.14M +$36.2K +197 +0.7%
RGC
2511
Roberts, Glore & Co
Illinois
$5.13M +$919 +5 +0%
EAM
2512
Exane Asset Management
France
$5.13M +$4.88M +26,541 New
PHS
2513
Pekin Hardy Strauss
Illinois
$5.13M +$34.9K +190 +0.7%
SG
2514
Somerset Group
Minnesota
$5.12M -$79.2K -431 -2%
FM
2515
Freemont Management
Switzerland
$5.1M -$23.9M -129,900 -83%
BLAM
2516
Bourne Lent Asset Management
New York
$5.1M +$35.8K +195 +0.7%
AB
2517
Atlas Brown
Kentucky
$5.09M -$59.2K -322 -1%
OAM
2518
Occidental Asset Management
California
$5.09M +$237K +1,291 +5%
CWP
2519
Curated Wealth Partners
California
$5.09M +$4.84M +26,357 New
MWVC
2520
Morgens Waterfall Vintiadis & Co
New York
$5.08M -$827K -4,500 -15%
GAMC
2521
Garner Asset Management Corp
Texas
$5.07M -$7.35K -40 -0.2%
SW
2522
StrongBox Wealth
Missouri
$5.07M +$401K +2,185 +9%
CH
2523
Cromwell Holdings
Wyoming
$5.07M +$4.82M +26,237 New
EGA
2524
E&G Advisors
Texas
$5.07M +$62.6K +341 +1%
MM
2525
Meridian Management
Arkansas
$5.07M -$64.1K -349 -1%
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