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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
1326
ZWJ Investment Counsel
Georgia
$1.07M +$93.5K +1,951 +11%
PFGIA
1327
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$467K +9,748 +91%
WA
1328
WBH Advisory
Maryland
$1.05M -$6.08K -127 -0.6%
DWM
1329
Doyle Wealth Management
Florida
$1.04M +$39.8K +830 +4%
CLOS
1330
Compagnie Lombard Odier SCmA
Switzerland
$1.04M -$488K -10,183 -34%
JGUA
1331
John G. Ullman & Associates
New York
$1.03M +$613K +12,800 +184%
BFO
1332
Biltmore Family Office
North Carolina
$1.03M – – –
CFA
1333
Carroll Financial Associates
North Carolina
$1.03M -$6.9K -144 -0.7%
LK
1334
Lumbard & Kellner
New Hampshire
$1.03M +$520K +10,849 +117%
AWP
1335
Accretive Wealth Partners
New Jersey
$1.02M +$936K +19,529 New
JIC
1336
Joel Isaacson & Co
New York
$1.02M -$3.11K -65 -0.3%
BTWM
1337
Baker Tilly Wealth Management
Wisconsin
$1.02M +$931K +19,432 New
PCS
1338
Personal CFO Solutions
New Jersey
$1.02M -$52.3K -1,092 -5%
TPWA
1339
TRUE Private Wealth Advisors
Oregon
$1.01M +$192 +4 +0%
OPS
1340
Orion Portfolio Solutions
Nebraska
$1.01M +$23.4K +489 +3%
ECAM
1341
East Coast Asset Management
Massachusetts
$1.01M -$910 -19 -0.1%
PVWM
1342
Point View Wealth Management
New Jersey
$1.01M -$78.3K -1,634 -8%
LA
1343
Legacy Advisors
Pennsylvania
$1.01M – – –
GWS
1344
Glassman Wealth Services
Virginia
$1M +$22.1K +461 +2%
BC
1345
Bridgefront Capital
Texas
$1M +$916K +19,110 New
MFP
1346
Meridian Financial Partners
Virginia
$999K -$16.9K -353 -2%
IBOK
1347
Independence Bank of Kentucky
Kentucky
$994K +$28.7K +600 +3%
9WM
1348
9258 Wealth Management
Ohio
$991K +$50.9K +1,062 +6%
NG
1349
NatWest Group
United Kingdom
$984K -$1.52M -31,663 -63%
BHWM
1350
Bar Harbor Wealth Management
New Hampshire
$977K -$10.7K -224 -1%
52 53
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55 56