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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1876
PDS Planning
Ohio
$739K +$140K +2,658 +24%
CF
1877
Copperwynd Financial
Arizona
$737K +$2.05K +39 +0.3%
AAM
1878
Arabesque Asset Management
United Kingdom
$737K +$731K +13,900 New
RWI
1879
Red Wave Investments
Pennsylvania
$736K -$2K -38 -0.3%
ARMT
1880
Amica Retiree Medical Trust
Rhode Island
$735K -$162K -3,080 -18%
WANY
1881
Wealthspire Advisors (New York)
New York
$731K -$3.64M -69,162 -83%
MWM
1882
Meridian Wealth Management
Kentucky
$730K +$54.4K +1,034 +8%
AWM
1883
Accel Wealth Management
Iowa
$727K -$5.79K -110 -0.8%
GAG
1884
GM Advisory Group
New York
$727K – – –
CWP
1885
Concord Wealth Partners
Virginia
$727K +$66.6K +1,266 +10%
DLHL
1886
Donald L. Hagan LLC
Florida
$726K -$338K -6,423 -32%
WSCM
1887
Wellington Shields Capital Management
New York
$725K – – –
TW
1888
TrinityPoint Wealth
Connecticut
$723K +$53.7K +1,021 +8%
WAAG
1889
Wealth Alliance Advisory Group
Kansas
$721K -$74.7K -1,421 -9%
STA
1890
Summit Trail Advisors
New York
$721K +$312K +5,936 +77%
AFS
1891
Annapolis Financial Services
Maryland
$720K -$38.2K -726 -5%
ML
1892
McAdam LLC
Pennsylvania
$720K +$24.2K +460 +4%
ICM
1893
IMS Capital Management
Oregon
$719K +$53.4K +1,015 +8%
LK
1894
Lumbard & Kellner
New Hampshire
$718K +$2K +38 +0.3%
TNA
1895
True North Advisors
Texas
$718K +$9.68K +184 +1%
CA
1896
Continuum Advisory
Idaho
$718K +$258K +4,912 +57%
EW
1897
Evoke Wealth
California
$717K -$740K -14,068 -51%
HCM
1898
Howland Capital Management
Massachusetts
$717K -$23.7K -450 -3%
EN1L
1899
Engine No 1 LLC
California
$714K +$709K +13,469 New
OCG
1900
Opus Capital Group
Ohio
$713K -$63.6K -1,210 -8%
74 75
76
77 78