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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1051
Shufro Rose & Co
New York
$4.81M -$478K -3,138 -9%
JF
1052
Jericho Financial
Ohio
$4.81M -$141K -929 -3%
CPWA
1053
Cerro Pacific Wealth Advisors
California
$4.79M +$1.06M +6,975 +28%
GP
1054
Greenline Partners
New York
$4.79M +$48.7K +320 +1%
LKIM
1055
Lawson Kroeker Investment Management
Nebraska
$4.79M -$261K -1,716 -5%
JAG
1056
Journey Advisory Group
Kentucky
$4.78M +$45.1K +296 +1%
MWM
1057
Modera Wealth Management
New Jersey
$4.78M +$81.9K +538 +2%
SIG
1058
Sargent Investment Group
Maryland
$4.77M -$46.9K -308 -1%
NGA
1059
Naples Global Advisors
Florida
$4.75M +$41.9K +275 +0.9%
PMG
1060
Private Management Group
California
$4.75M – – –
HWAM
1061
Hennion & Walsh Asset Management
New Jersey
$4.73M -$787K -5,169 -14%
MBT
1062
Montecito Bank & Trust
California
$4.73M +$108K +706 +2%
CAIM
1063
Catherine Avery Investment Management
Florida
$4.72M +$150K +983 +3%
WJA
1064
Willis Johnson & Associates
Texas
$4.72M -$59.9K -393 -1%
CFO
1065
Cambient Family Office
Michigan
$4.71M +$4.7M +30,877 New
CAAS
1066
Capital Asset Advisory Services
Michigan
$4.7M +$136K +895 +3%
PWAM
1067
Papamarkou Wellner Asset Management
New York
$4.7M +$2.59K +17 +0.1%
MCCP
1068
Mission Creek Capital Partners
California
$4.69M +$135K +884 +2%
MFS
1069
Mattson Financial Services
Michigan
$4.68M +$113K +745 +2%
SCI
1070
S&CO Inc
Massachusetts
$4.67M -$157K -1,031 -3%
BRWA
1071
B. Riley Wealth Advisors
Florida
$4.65M -$279K -1,833 -6%
RC
1072
Reik & Co
New York
$4.65M – – –
BBWA
1073
Bell & Brown Wealth Advisors
California
$4.65M +$144K +944 +3%
RWM
1074
RKL Wealth Management
Pennsylvania
$4.63M +$370K +2,428 +9%
IFG
1075
Independent Financial Group
California
$4.63M +$182K +1,195 +4%
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