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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1426
WealthSource Partners
California
$2.54M -$375K -2,482 -13%
OPA
1427
Old Port Advisors
Maine
$2.54M -$165K -1,091 -6%
WE
1428
Wealth Effects
Massachusetts
$2.54M +$760K +5,026 +42%
SIG
1429
Sargent Investment Group
Maryland
$2.53M +$323K +2,138 +14%
CHJWM
1430
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.52M +$31.3K +207 +1%
CCM
1431
Cohen Capital Management
California
$2.52M – – –
AG
1432
AIA Group
Hong Kong
$2.52M -$506K -3,346 -17%
SMC
1433
Smith, Moore & Co
Missouri
$2.52M -$118K -782 -4%
MWA
1434
Midland Wealth Advisors
Illinois
$2.51M +$2.55M +16,837 New
BOS
1435
Bank of Stockton
California
$2.51M +$30.6K +202 +1%
DIM
1436
Delta Investment Management
California
$2.51M +$64.3K +425 +3%
BA
1437
Bristlecone Advisors
Washington
$2.51M +$113K +749 +5%
PCS
1438
Personal CFO Solutions
New Jersey
$2.5M +$266K +1,758 +12%
PCA
1439
Private Capital Advisors
Connecticut
$2.5M +$24.2K +160 +1%
MA
1440
Modus Advisors
Minnesota
$2.49M +$89.4K +591 +4%
SIM
1441
Sterling Investment Management
Arizona
$2.49M +$33.4K +221 +1%
GBT
1442
Grove Bank & Trust
Florida
$2.49M -$26.3K -174 -1%
RIA
1443
Realta Investment Advisors
Delaware
$2.49M +$105K +693 +4%
CPIG
1444
Chicago Partners Investment Group
Illinois
$2.49M +$284K +1,877 +12%
BHIA
1445
Birch Hill Investment Advisors
Massachusetts
$2.49M +$15.1K +100 +0.6%
LSPW
1446
Lake Street Private Wealth
Illinois
$2.49M +$125K +828 +5%
SC
1447
Searle & Co
Connecticut
$2.48M +$1.25M +8,238 +98%
MSFS
1448
Main Street Financial Solutions
Pennsylvania
$2.48M +$32.8K +217 +1%
ABP
1449
Arthur B. Page
$2.48M +$35.2K +233 +1%
MSK
1450
Melissa S. Kampmann
$2.47M – – –
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