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Name Holding Trade Value Shares
Change 		Change in
Stake
AAA
701
Adams Asset Advisors
Texas
$14.2M -$14.6K -80 -0.1%
LOPW
702
Live Oak Private Wealth
North Carolina
$14.1M -$43.9K -241 -0.4%
NW
703
NewEdge Wealth
Pennsylvania
$14.1M -$3.24M -17,788 -21%
CWP
704
Cyndeo Wealth Partners
Florida
$14M +$9.78M +53,658 +377%
DT
705
Diversified Trust
Tennessee
$14M +$3.78M +20,720 +44%
MMA
706
Miracle Mile Advisors
California
$14M -$4.26M -23,358 -26%
LG
707
LaFleur & Godfrey
Michigan
$13.9M -$17K -93 -0.1%
JWBC
708
J.W. Burns & Co
New York
$13.9M -$19K -104 -0.2%
CTA
709
Colonial Trust Advisors
South Carolina
$13.9M -$159K -870 -1%
ITC
710
Inspire Trust Company
Nevada
$13.9M -$1.17M -6,420 -9%
ECM
711
EagleClaw Capital Management
Massachusetts
$13.8M -$286K -1,568 -2%
LW
712
Linscomb Wealth
Texas
$13.8M -$2.92M -16,040 -19%
MYIA
713
Mount Yale Investment Advisors
Colorado
$13.8M +$5.37M +29,472 +79%
VWM
714
Venturi Wealth Management
Texas
$13.7M -$2.15M -11,777 -15%
IC
715
Inscription Capital
Texas
$13.7M -$908K -4,979 -7%
RTM
716
RH Tailwind Management
Pennsylvania
$13.7M +$12M +66,000 New
HT
717
Headlands Technologies
Illinois
$13.6M +$8.92M +48,917 +288%
CIC
718
Cutler Investment Counsel
Oregon
$13.6M -$352K -1,932 -3%
TCM
719
Tufton Capital Management
Maryland
$13.6M -$186K -1,021 -2%
NPT
720
Nixon Peabody Trust
Massachusetts
$13.5M -$2.35M -12,891 -16%
HAI
721
Hennessy Advisors Inc
California
$13.5M +$775K +4,250 +7%
PJWM
722
Philip James Wealth Mangement
Georgia
$13.5M -$235K -1,287 -2%
BBI
723
Baxter Bros Inc
Connecticut
$13.5M -$613K -3,360 -5%
RIA
724
Regal Investment Advisors
Michigan
$13.5M +$765K +4,195 +7%
FPAS
725
Focus Partners Advisor Solutions
Missouri
$13.3M -$904K -4,957 -7%
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