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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Altium Wealth Management
New York
$4.48M +$420K +2,278 +10%
SFG
1277
SevenBridge Financial Group
Pennsylvania
$4.46M -$44.6K -242 -1%
ST
1278
Smithfield Trust
Pennsylvania
$4.46M -$62.9K -341 -1%
FIM
1279
Freedom Investment Management
Connecticut
$4.46M +$4.06K +22 +0.1%
SC
1280
Savant Capital
Illinois
$4.44M +$115K +624 +3%
BFO
1281
Boston Family Office
Massachusetts
$4.42M -$184 -1 -0%
SFS
1282
Strategic Financial Services
New York
$4.41M -$344K -1,865 -7%
IA
1283
IFG Advisory
Georgia
$4.4M +$198K +1,072 +5%
WWM
1284
Windsor Wealth Management
Indiana
$4.4M +$111K +602 +3%
PAM
1285
Pegasus Asset Management
New York
$4.4M +$57.9K +314 +1%
BAWC
1286
Black-and-white Capital
California
$4.39M -$49.5M -268,375 -92%
AFP
1287
Ausdal Financial Partners
Iowa
$4.39M +$232K +1,260 +6%
CI
1288
Conning Inc
Connecticut
$4.38M -$400K -2,170 -8%
BZWA
1289
Blue Zone Wealth Advisors
California
$4.37M +$1.52M +8,253 +54%
CWM
1290
Concentric Wealth Management
California
$4.35M +$369 +2 +0%
MOS
1291
MGO One Seven
Ohio
$4.34M +$987K +5,352 +29%
KNW
1292
Kesler Norman & Wride
Utah
$4.34M -$202K -1,097 -4%
HAS
1293
HBW Advisory Services
California
$4.33M -$650K -3,523 -13%
CAAS
1294
Capital Asset Advisory Services
Michigan
$4.33M +$512K +2,778 +13%
WCM
1295
Weik Capital Management
Pennsylvania
$4.32M -$4.61K -25 -0.1%
CCA
1296
Checchi Capital Advisers
California
$4.32M -$104K -566 -2%
NAMP
1297
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.31M +$290K +1,574 +7%
ED
1298
Exane Derivatives
France
$4.3M -$112K -610 -3%
ACM
1299
Adalta Capital Management
New York
$4.29M +$277K +1,500 +7%
VM
1300
Venator Management
Pennsylvania
$4.28M +$83.4K +452 +2%
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