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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1026
Wealthspire Advisors (New York)
New York
$977K -$111K -385 -10%
OCM
1027
One Capital Management
California
$974K -$40.9K -142 -4%
V
1028
ViaWealth
Kansas
$973K -$50.9K -177 -5%
CCP
1029
Cushing Capital Partners
Wisconsin
$969K +$2.3K +8 +0.2%
CAS
1030
CTC Alternative Strategies
Illinois
$965K +$958K +3,330 New
MWM
1031
Meridian Wealth Management
Kentucky
$960K +$6.33K +22 +0.7%
MFS
1032
Mattson Financial Services
Michigan
$960K -$2.3K -8 -0.2%
SIA
1033
SkyView Investment Advisors
New Jersey
$953K +$7.77K +27 +0.8%
AO
1034
Advisor OS
Illinois
$942K +$116K +402 +14%
ALA
1035
Atlas Legacy Advisors
California
$942K +$247K +857 +36%
FB
1036
Fulton Bank
Pennsylvania
$940K -$115K -400 -11%
HJIM
1037
Henry James International Management
New York
$936K -$576 -2 -0.1%
RCAG
1038
Rehmann Capital Advisory Group
Michigan
$931K -$195K -679 -17%
MCM
1039
Mill Capital Management
North Carolina
$930K – – –
MSS
1040
Mitchell Sinkler & Starr
Pennsylvania
$924K +$14.7K +51 +2%
SC
1041
Saturna Capital
Washington
$918K – – –
JSW
1042
Journey Strategic Wealth
New Jersey
$918K +$625K +2,172 +218%
TPA
1043
Trivium Point Advisory
Connecticut
$918K +$565K +1,965 +163%
SMA
1044
Sage Mountain Advisors
Georgia
$916K +$129K +450 +17%
NG
1045
Northstar Group
New York
$910K +$24.5K +85 +3%
NAMP
1046
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$902K -$57.6K -200 -6%
NI
1047
Natural Investments
California
$895K +$48.6K +169 +6%
SFS
1048
Stiles Financial Services
Minnesota
$893K +$44.6K +155 +5%
GA
1049
GoalVest Advisory
New York
$893K +$886K +3,080 +308,000%
OIA
1050
Optimum Investment Advisors
Illinois
$889K – – –
40 41
42
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