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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
CASC
901
Coppell Advisory Solutions Corp
Texas
$1.31M +$332K +3,034 +30%
SRC
902
Shufro Rose & Co
New York
$1.3M -$120K -1,100 -8%
CWP
903
CFM Wealth Partners
Texas
$1.3M -$12.5K -114 -0.9%
CPWA
904
Cerro Pacific Wealth Advisors
California
$1.3M +$339K +3,099 +31%
GBT
905
Grove Bank & Trust
Florida
$1.3M +$18.3K +167 +1%
FRM
906
Fox Run Management
Connecticut
$1.3M +$1.43M +13,085 New
CCM
907
Coldstream Capital Management
Washington
$1.3M -$24K -219 -2%
WFG
908
Wills Financial Group
Virginia
$1.3M +$884K +8,080 +162%
RG
909
Retirement Group
California
$1.29M -$220K -2,015 -13%
SFS
910
Sowell Financial Services
Arkansas
$1.29M -$900K -8,223 -39%
FWP
911
FAS Wealth Partners
Kansas
$1.28M +$20.5K +187 +1%
WA
912
Wealth Alliance
New York
$1.28M -$7.99K -73 -0.6%
AWM
913
Accurate Wealth Management
Florida
$1.28M +$164K +1,498 +14%
LSAG
914
Lake Street Advisors Group
New Hampshire
$1.27M +$104K +951 +8%
RA
915
Ruggaard & Associates
Ohio
$1.27M +$1.4M +12,810 New
PCP
916
Proficio Capital Partners
Massachusetts
$1.27M +$1.01M +9,213 +258%
BP
917
Ballentine Partners
Massachusetts
$1.27M +$579K +5,288 +71%
HFBOT
918
Home Federal Bank of Tennessee
Tennessee
$1.27M -$10.9K -100 -0.8%
JHCP
919
Jackson Hole Capital Partners
Oklahoma
$1.26M +$448K +4,095 +45%
HIA
920
Harbor Investment Advisory
Maryland
$1.26M -$3.17K -29 -0.2%
CGL
921
Clarius Group LLC
Washington
$1.26M -$15.4K -141 -1%
EP
922
Eudaimonia Partners
Tennessee
$1.26M -$1.38M -12,578 -50%
MBT
923
Montecito Bank & Trust
California
$1.24M -$24.5K -224 -2%
P
924
Pitcairn
Pennsylvania
$1.24M +$126K +1,148 +10%
OWA
925
Outlook Wealth Advisors
Texas
$1.24M +$48.3K +441 +4%
35 36
37
38 39