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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1501
Main Street Financial Solutions
Pennsylvania
$2.59M +$1.06M +6,794 +78%
CAC
1502
Certified Advisory Corp
Florida
$2.59M -$56K -358 -2%
GCA
1503
Greenwood Capital Associates
South Carolina
$2.59M +$150K +959 +7%
CIM
1504
Corda Investment Management
Texas
$2.59M +$260K +1,664 +12%
DIP
1505
DT Investment Partners
Pennsylvania
$2.58M -$195K -1,245 -7%
AWM
1506
Aviso Wealth Management
Washington
$2.58M +$244K +1,561 +11%
CSI
1507
Clark & Stuart Inc
Maine
$2.58M – – –
ATWA
1508
Arbor Trust Wealth Advisors
Michigan
$2.58M +$71.5K +457 +3%
AIM
1509
AHL Investment Management
Florida
$2.58M -$32.1K -205 -1%
PWAM
1510
Pinnacle West Asset Management
Wyoming
$2.58M +$26.6K +170 +1%
CT
1511
Clearstead Trust
Maine
$2.57M -$26.8K -171 -1%
CPIG
1512
Chicago Partners Investment Group
Illinois
$2.56M +$202K +1,289 +7%
SAG
1513
SageView Advisory Group
California
$2.56M +$107K +683 +5%
WA
1514
WealthTrust Axiom
Pennsylvania
$2.55M -$10.2K -65 -0.4%
WE
1515
Wealth Effects
Massachusetts
$2.55M -$8.61K -55 -0.4%
OBGC
1516
O'Brien Greene & Co
Pennsylvania
$2.55M -$470 -3 -0%
ICP
1517
Impact Capital Partners
Colorado
$2.55M +$1.48M +9,473 +165%
BWM
1518
BKM Wealth Management
Wisconsin
$2.54M +$148K +948 +7%
JEST
1519
JTC Employer Solutions Trustee
Jersey
$2.54M – – –
PWA
1520
Providence Wealth Advisors
Illinois
$2.54M +$160K +1,022 +7%
SLFPAM
1521
St. Louis Financial Planners Asset Management
Missouri
$2.53M +$2.37M +15,151 New
EI
1522
EDMP Inc
Florida
$2.53M +$157 +1 +0%
TAM
1523
Todd Asset Management
Kentucky
$2.53M +$101K +648 +4%
IIA
1524
ICW Investment Advisors
Arizona
$2.53M +$20.2K +129 +0.9%
ST
1525
Somerset Trust
Pennsylvania
$2.53M +$57K +364 +2%
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