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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Modera Wealth Management
New Jersey
$1.27M +$31.2K +263 +2%
CB
1002
CNB Bank
Pennsylvania
$1.27M +$47.4K +400 +3%
GIM
1003
Generali Investments Management
Slovenia
$1.26M +$52.1K +440 +4%
PCA
1004
Pallas Capital Advisors
Massachusetts
$1.26M +$79.9K +674 +6%
RWA
1005
River Wealth Advisors
Pennsylvania
$1.26M -$70.9K -598 -5%
BL
1006
Balentine LLC
Georgia
$1.26M -$65.2K -550 -4%
OAM
1007
Occidental Asset Management
California
$1.25M +$830K +6,999 +139%
GIA
1008
Guyasuta Investment Advisors
Pennsylvania
$1.25M +$26.4K +223 +2%
SWM
1009
Shelton Wealth Management
Texas
$1.25M +$278K +2,346 +24%
CCC
1010
Chelsea Counsel Company
California
$1.25M +$40.5K +342 +3%
HCP
1011
Hardin Capital Partners
South Carolina
$1.24M -$11.7K -99 -0.8%
CWM
1012
Cordatus Wealth Management
Pennsylvania
$1.24M -$5.33K -45 -0.4%
EFM
1013
Eley Financial Management
Vermont
$1.23M +$3.2K +27 +0.2%
LCM
1014
Lazari Capital Management
California
$1.23M -$73.6K -621 -5%
PCG
1015
Prosperity Consulting Group
Maryland
$1.23M +$411K +3,470 +42%
CPWA
1016
Cerro Pacific Wealth Advisors
California
$1.23M -$9.84K -83 -0.7%
SFG
1017
SevenBridge Financial Group
Pennsylvania
$1.22M – – –
PE
1018
PCM Encore
Colorado
$1.22M +$6.52K +55 +0.5%
WDC
1019
Woodward Diversified Capital
California
$1.22M -$1.19K -10 -0.1%
PFM
1020
Potomac Fund Management
Florida
$1.22M -$2.49K -21 -0.2%
CWM
1021
Circle Wealth Management
New Jersey
$1.22M -$46.7K -394 -3%
BFG
1022
Beacon Financial Group
Texas
$1.21M +$30.3K +256 +2%
C
1023
Certuity
Florida
$1.21M -$18.5K -156 -1%
HH
1024
Hilltop Holdings
Texas
$1.21M -$8.53K -72 -0.6%
WG
1025
Welch Group
Alabama
$1.2M – – –
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