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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
2801
Archer Investment Corporation
Indiana
$656K -$39.1K -374 -6%
FWP
2802
Flatrock Wealth Partners
California
$656K +$13.5K +129 +2%
PWM
2803
Peak Wealth Management
New Hampshire
$656K – – –
ESC
2804
Eurizon SLJ Capital
$656K -$483K -4,621 -45%
CASB
2805
Cape Ann Savings Bank
Massachusetts
$655K +$113K +1,085 +24%
ECM
2806
EagleClaw Capital Management
Massachusetts
$655K +$41.8K +400 +8%
OWCM
2807
One Wealth Capital Management
Arizona
$655K -$85K -813 -13%
CWM
2808
C2C Wealth Management
Arizona
$654K – – –
RA
2809
Riverstone Advisors
Texas
$653K +$7.63K +73 +1%
BFA
2810
Brown Financial Advisors
Ohio
$652K -$23.7K -227 -4%
BL
2811
Balentine LLC
Georgia
$651K -$159K -1,523 -22%
MWPCG
2812
Measured Wealth Private Client Group
New Hampshire
$650K -$8.05K -77 -1%
MAWCM
2813
Mine & Arao Wealth Creation & Management
California
$649K +$105 +1 +0%
GCM
2814
Gables Capital Management
Florida
$647K -$20.9K -200 -4%
AIA
2815
Armor Investment Advisors
North Carolina
$647K – – –
CAM
2816
Cacti Asset Management
Georgia
$646K – – –
MCWS
2817
McKinley Carter Wealth Services
West Virginia
$645K +$58.4K +558 +11%
SPWG
2818
Sage Private Wealth Group
Illinois
$644K -$276K -2,641 -32%
SIC
2819
Samalin Investment Counsel
New York
$644K -$13.9K -133 -2%
WCM
2820
Warburton Capital Management
Oklahoma
$644K +$13.3K +127 +2%
VAF
2821
Values Added Financial
District of Columbia
$644K -$2.2K -21 -0.4%
AWM
2822
Avaii Wealth Management
Wisconsin
$643K -$44.7K -427 -7%
SGI
2823
Swan Global Investments
Colorado
$643K +$7.32K +70 +1%
SIC
2824
Sigma Investment Counselors
Michigan
$643K +$85.2K +815 +17%
OAS
2825
Optivise Advisory Services
Tennessee
$643K -$22.7K -217 -4%
111 112
113
114 115