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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
951
Cladis Investment Advisory
Montana
$885K -$264K -4,523 -24%
MTIM
952
Marathon Trading Investment Management
Pennsylvania
$874K -$583K -10,000 -42%
VVP
953
Venture Visionary Partners
Ohio
$872K -$64.9K -1,113 -7%
MIC
954
Meridian Investment Counsel
California
$867K -$134K -2,299 -14%
ICP
955
Interchange Capital Partners
Pennsylvania
$861K -$55.9K -959 -7%
AA
956
Axiom Advisory
California
$861K +$15.1K +258 +2%
YIA
957
YHB Investment Advisors
Connecticut
$855K -$45.8K -785 -5%
PI
958
Pettee Investors
Connecticut
$854K – – –
SCA
959
St. Clair Advisors
Ohio
$852K – – –
RFA
960
Register Financial Advisors
Georgia
$848K -$253K -4,333 -24%
BFA
961
Beacon Financial Advisory
Ohio
$848K -$13.9K -238 -2%
NW
962
NewEdge Wealth
Pennsylvania
$848K +$154K +2,644 +24%
SWM
963
Silverlake Wealth Management
Vermont
$847K -$8.52K -146 -1%
FNBT
964
FineMark National Bank & Trust
Florida
$838K -$403K -6,914 -34%
VWA
965
Visionary Wealth Advisors
Illinois
$837K -$72.5K -1,243 -9%
NEI
966
Northwest & Ethical Investments
Ontario, Canada
$834K -$163K -2,786 -17%
YC
967
Yarbrough Capital
Tennessee
$831K – – –
PA
968
Promethium Advisors
Maryland
$830K +$770K +13,205 New
SFG
969
Sterling Financial Group
California
$830K +$175 +3 +0%
PTC
970
Private Trust Company
Ohio
$822K -$315K -5,396 -29%
FFS
971
Founders Financial Securities
Maryland
$819K -$51.1K -876 -6%
CI
972
Cigna Investments
Connecticut
$818K -$12.1K -207 -2%
BWM
973
BigSur Wealth Management
Florida
$817K – – –
CIP
974
Convergence Investment Partners
Florida
$817K +$404K +6,920 +114%
GCP
975
GSA Capital Partners
United Kingdom
$816K +$758K +12,985 New
37 38
39
40 41