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Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
901
Hudson Valley Investment Advisors
New York
$6.78M -$867K -11,075 -11%
EPW
902
Evolve Private Wealth
California
$6.76M +$428K +5,467 +7%
IAN
903
Integrated Advisors Network
Texas
$6.75M -$540K -6,903 -7%
GWMR
904
GC Wealth Management RIA
Massachusetts
$6.75M +$336K +4,286 +5%
PCMK
905
Paragon Capital Management (Kansas)
Kansas
$6.75M -$28.4K -363 -0.4%
WA
906
WealthTrust Axiom
Pennsylvania
$6.74M -$32.4K -414 -0.5%
GWM
907
Greenwich Wealth Management
Connecticut
$6.74M +$74.6K +953 +1%
WANY
908
Wealthspire Advisors (New York)
New York
$6.73M -$281K -3,586 -4%
BP
909
Ballentine Partners
Massachusetts
$6.71M +$45.2K +578 +0.7%
BCFS
910
Butensky & Cohen Financial Security
Florida
$6.68M -$160K -2,041 -2%
CNC
911
Canandaigua National Corp
New York
$6.67M +$6.73M +85,969 New
ISWM
912
Independent Solutions Wealth Management
New York
$6.67M -$73.1K -934 -1%
IFG
913
Independent Financial Group
California
$6.66M -$857K -10,953 -11%
LI
914
LMCG Investments
Massachusetts
$6.62M -$87.7K -1,120 -1%
ITC
915
Inspire Trust Company
Nevada
$6.61M +$406K +5,186 +6%
JWCA
916
J.W. Cole Advisors
Florida
$6.61M +$135K +1,730 +2%
IWM
917
IHT Wealth Management
Illinois
$6.6M +$790K +10,095 +13%
SP
918
Stablepoint Partners
Massachusetts
$6.59M +$60.6K +774 +0.9%
HI
919
Humankind Investments
New York
$6.51M – – –
SIAG
920
Signet Investment Advisory Group
Rhode Island
$6.5M -$23.9K -305 -0.4%
LIM
921
Leavell Investment Management
Alabama
$6.49M +$188K +2,402 +3%
BCWM
922
Bartlett & Co Wealth Management
Ohio
$6.46M -$239K -3,052 -4%
FAB
923
First American Bank
Illinois
$6.42M +$131K +1,675 +2%
MMA
924
Miracle Mile Advisors
California
$6.41M +$121K +1,546 +2%
EF
925
Exeter Financial
Arizona
$6.4M -$142K -1,815 -2%
35 36
37
38 39