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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1851
Harfst & Associates
Wyoming
$623K +$19.6K +161 +3%
CAM
1852
Covenant Asset Management
New Jersey
$620K +$4.13K +34 +0.7%
WMA
1853
Wealth Management Associates
New Jersey
$617K +$165K +1,360 +35%
ACP
1854
Aveo Capital Partners
Colorado
$616K +$9.59K +79 +2%
BDWM
1855
Brewin Dolphin Wealth Management
Ireland
$614K – – –
SFI
1856
SPC Financial Inc
Maryland
$613K +$81.4K +670 +15%
BB
1857
Bell Bank
North Dakota
$611K -$3.89K -32 -0.6%
BT
1858
Brandywine Trust
Delaware
$608K – – –
SLA
1859
Silver Lake Advisory
Utah
$608K +$84.6K +697 +16%
HBWM
1860
Hollow Brook Wealth Management
New York
$605K -$59.4K -489 -9%
APG
1861
Abacus Planning Group
South Carolina
$604K -$99.5K -819 -14%
EWM
1862
Evermay Wealth Management
Virginia
$603K +$3.77K +31 +0.6%
LBD
1863
Landsberg Bennett & Dubbaneh
Florida
$603K +$4.49K +37 +0.7%
CWM
1864
Cabot Wealth Management
Massachusetts
$598K +$607 +5 +0.1%
PP
1865
PagnatoKarp Partners
Virginia
$597K -$21.1K -174 -3%
MWM
1866
Modera Wealth Management
New Jersey
$597K – – –
SG
1867
StoneX Group
New York
$595K +$156K +1,286 +34%
SCP
1868
Stamos Capital Partners
California
$593K -$364K -3,000 -38%
BCM
1869
Blume Capital Management
California
$593K – – –
UFG
1870
United Fire Group
Iowa
$593K – – –
GIA
1871
Gladstone Institutional Advisory
Florida
$591K +$60K +494 +11%
GM
1872
GeoWealth Management
Illinois
$590K +$217K +1,783 +56%
MIFH
1873
Migdal Insurance & Financial Holdings
Israel
$589K +$86.3K +711 +17%
AP
1874
Atwood & Palmer
Missouri
$587K -$79.1K -651 -12%
AC
1875
Alexandria Capital
Virginia
$583K -$75.4K -621 -11%
73 74
75
76 77