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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1826
Cyndeo Wealth Partners
Florida
$202K +$2.19K +20 +1%
JC
1827
JB Capital
Connecticut
$200K +$438 +4 +0.2%
ALAM
1828
Asahi Life Asset Management
Japan
$200K -$13.7K -125 -6%
NF
1829
Norwood Financial
Pennsylvania
$199K – – –
CG
1830
Cutler Group
California
$193K +$136K +1,243 +175%
EWM
1831
Endurance Wealth Management
Rhode Island
$192K – – –
HBT
1832
Hills Bank & Trust
Iowa
$189K +$4.38K +40 +2%
PA
1833
PSI Advisors
Florida
$188K – – –
C
1834
Covestor
United Kingdom
$187K -$13.6K -124 -6%
FFA
1835
Farther Finance Advisors
California
$185K +$35K +320 +21%
TIM
1836
Tortoise Investment Management
New York
$184K – – –
DAM
1837
Delta Asset Management
Tennessee
$184K -$43.8K -400 -18%
HI
1838
Hendershot Investments
Virginia
$183K – – –
IUHSA
1839
Itau Unibanco Holding S.A.
Brazil
$180K -$10.6M -97,114 -98%
OIA
1840
Optimum Investment Advisors
Illinois
$179K +$10.9K +100 +6%
SFFS
1841
Stonehage Fleming Financial Services
Jersey
$173K -$81K -740 -30%
IBOK
1842
Independence Bank of Kentucky
Kentucky
$172K +$1.09K +10 +0.6%
CCC
1843
Chelsea Counsel Company
California
$170K – – –
CAC
1844
Certified Advisory Corp
Florida
$169K +$187K +1,705 New
WPA
1845
West Paces Advisors
Georgia
$167K +$3.17K +29 +2%
WAS
1846
Winch Advisory Services
Wisconsin
$165K -$9.19K -84 -5%
FNBOSM
1847
First National Bank of South Miami
Florida
$165K -$7K -64 -4%
IRC
1848
Investors Research Corp
Georgia
$164K -$43.8K -400 -19%
BA
1849
Bellwether Advisors
Nebraska
$163K – – –
AIM
1850
Acropolis Investment Management
Missouri
$162K +$657 +6 +0.4%
72 73
74
75 76