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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Curi Wealth Management
North Carolina
$1.35M -$140K -838 -9%
MWM
1852
Modera Wealth Management
New Jersey
$1.35M -$21.5K -128 -2%
CCM
1853
Canal Capital Management
Virginia
$1.35M +$41.2K +246 +3%
ACP
1854
Aveo Capital Partners
Colorado
$1.34M -$14.6K -87 -1%
BFC
1855
Bedel Financial Consulting
Indiana
$1.34M +$4.86K +29 +0.4%
SFP
1856
Sandbox Financial Partners
Maryland
$1.34M -$235K -1,402 -15%
WCM
1857
WealthBridge Capital Management
Ohio
$1.34M -$25.8K -154 -2%
CCA
1858
Cadent Capital Advisors
Oklahoma
$1.33M -$130K -776 -9%
TL
1859
Tradewinds LLC
North Carolina
$1.33M +$1.37M +8,151 New
CPA
1860
Court Place Advisors
Maryland
$1.33M +$50.3K +300 +4%
QPBE
1861
Quintet Private Bank (Europe)
Luxembourg
$1.32M +$1.36M +8,096 New
SFS
1862
Solitude Financial Services
Virginia
$1.32M +$15.3K +91 +1%
SAM
1863
S.A. Mason
Michigan
$1.31M -$32.9K -196 -2%
ITIM
1864
Indiana Trust & Investment Management
Indiana
$1.3M -$8.38K -50 -0.6%
HI
1865
Hoey Investments
Pennsylvania
$1.3M +$339K +2,020 +34%
HCP
1866
Hexagon Capital Partners
Arkansas
$1.3M +$81.5K +486 +6%
AAIS
1867
ABN AMRO Investment Solutions
$1.3M +$1.34M +7,980 New
AR
1868
Apeiron RIA
Texas
$1.29M +$9.56K +57 +0.7%
FWTB
1869
First Western Trust Bank
Colorado
$1.29M +$1.01K +6 +0.1%
EWM
1870
Endurance Wealth Management
Rhode Island
$1.29M +$38.2K +228 +3%
1IA
1871
1620 Investment Advisors
Massachusetts
$1.29M +$14.9K +89 +1%
TNAM
1872
Terra Nova Asset Management
New York
$1.29M +$2.35K +14 +0.2%
MJRIC
1873
Mogy Joel R Investment Counsel
California
$1.29M – – –
ASBI
1874
American State Bank (Iowa)
Iowa
$1.29M +$16.9K +101 +1%
MA
1875
MONECO Advisors
Connecticut
$1.28M +$270K +1,613 +26%
73 74
75
76 77