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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1626
Manchester Capital Management
Vermont
$1.15M -$67.8K -576 -6%
DAC
1627
Dividend Assets Capital
South Carolina
$1.15M +$3.89K +33 +0.3%
AF
1628
Aldebaran Financial
$1.15M -$524K -4,447 -32%
GFS
1629
GYL Financial Synergies
Connecticut
$1.15M -$57K -484 -5%
PCS
1630
Personal CFO Solutions
New Jersey
$1.15M +$17K +144 +2%
RIA
1631
Realta Investment Advisors
Delaware
$1.14M -$58.2K -494 -5%
CCM
1632
Chickasaw Capital Management
Tennessee
$1.14M – – –
CIM
1633
Corda Investment Management
Texas
$1.14M +$30.7K +261 +3%
BMC
1634
Benin Management Corp
Connecticut
$1.14M +$8.24K +70 +0.7%
GTAM
1635
Global Trust Asset Management
Florida
$1.14M – – –
CIM
1636
CIM Investment Management
Pennsylvania
$1.14M +$544K +4,615 +96%
GG
1637
Gleason Group
Kentucky
$1.14M +$1.11M +9,433 New
WANY
1638
Wealthspire Advisors (New York)
New York
$1.14M +$223K +1,890 +25%
ADL
1639
Asset Dedication LLC
California
$1.14M -$36.5K -310 -3%
CC
1640
Cornerstone Capital
California
$1.14M -$10K -85 -0.9%
BCP
1641
Blackhawk Capital Partners
Wisconsin
$1.13M – – –
CPA
1642
Clear Perspective Advisors
Illinois
$1.13M +$13K +110 +1%
WCM
1643
Windsor Capital Management
Arizona
$1.13M -$34.5K -293 -3%
EWP
1644
Engrave Wealth Partners
Texas
$1.12M +$1.1M +9,327 New
AFA
1645
Abacus FCF Advisors
Florida
$1.12M -$25.4K -216 -2%
DBRC
1646
D.B. Root & Company
Pennsylvania
$1.12M -$18K -153 -2%
BPA
1647
Beacon Pointe Advisors
California
$1.11M +$274K +2,324 +34%
EWF
1648
Epstein & White Financial
California
$1.11M +$49.8K +423 +5%
SWM
1649
Sugarloaf Wealth Management
Georgia
$1.11M +$1.08M +9,201 New
SSWM
1650
Sheets Smith Wealth Management
North Carolina
$1.1M -$962K -8,171 -47%
64 65
66
67 68