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Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1576
Prudent Man Advisors
Illinois
$1.07M -$23.8K -251 -2%
DRD
1577
Dennis R. Delaney
$1.07M +$300K +3,172 +36%
ARC
1578
Advisor Resource Council
Texas
$1.07M -$292K -3,086 -21%
CCFCSB
1579
Cape Cod Five Cents Savings Bank
Massachusetts
$1.06M -$37.5K -396 -3%
CWS
1580
Confluence Wealth Services
Pennsylvania
$1.06M +$75.2K +794 +7%
CWM
1581
Circle Wealth Management
New Jersey
$1.06M -$1.1M -11,628 -49%
JPLA
1582
Joseph P. Lucia & Associates
New York
$1.06M -$14.7K -155 -1%
SWS
1583
SYSTM Wealth Solutions
Illinois
$1.06M +$8.9K +94 +0.8%
PCM
1584
Penserra Capital Management
California
$1.05M +$1.06M +11,198 +1,752%
AFG
1585
Atomi Financial Group
New York
$1.05M +$378K +3,989 +51%
SN
1586
Sittner & Nelson
Oregon
$1.04M -$247K -2,605 -18%
FFS
1587
Founders Financial Securities
Maryland
$1.04M +$46.4K +490 +4%
RT
1588
Rockland Trust
Massachusetts
$1.04M +$18.7K +197 +2%
SS
1589
Sunbelt Securities
Texas
$1.04M +$110K +1,164 +11%
CAM
1590
Cypress Asset Management
Texas
$1.04M -$391K -4,128 -26%
CWA
1591
CM Wealth Advisors
Ohio
$1.04M +$60.2K +635 +6%
CCWA
1592
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M -$1.14K -12 -0.1%
TA
1593
Tiedemann Advisors
New York
$1.03M +$344K +3,634 +46%
AFP
1594
Ausdal Financial Partners
Iowa
$1.03M – – –
JWA
1595
JFS Wealth Advisors
Pennsylvania
$1.03M -$49.3K -520 -4%
EWA
1596
EverSource Wealth Advisors
Alabama
$1.03M +$352K +3,712 +47%
ACM
1597
Allred Capital Management
Texas
$1.03M -$10.9K -115 -1%
SAA
1598
Southeast Asset Advisors
Georgia
$1.02M -$2.84K -30 -0.3%
ZCI
1599
Zevenbergen Capital Investments
Washington
$1.02M – – –
PCM
1600
Palouse Capital Management
Washington
$1.02M +$1.09M +11,462 New
62 63
64
65 66