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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1826
Claro Advisors
Massachusetts
$1.85M +$411K +2,231 +29%
IIM
1827
Intact Investment Management
Quebec, Canada
$1.84M +$627K +3,400 +52%
MSFS
1828
Main Street Financial Solutions
Pennsylvania
$1.84M -$280K -1,518 -13%
SP
1829
Successful Portfolios
Florida
$1.84M +$59.9K +325 +3%
TWM
1830
TriaGen Wealth Management
California
$1.84M -$1.84K -10 -0.1%
WCM
1831
Weld Capital Management
New York
$1.83M +$1.82M +9,895 New
FANJ
1832
Financial Architects (New Jersey)
New Jersey
$1.82M -$13.8K -75 -0.8%
LSAG
1833
Lake Street Advisors Group
New Hampshire
$1.82M -$170K -922 -9%
VWM
1834
Vigilare Wealth Management
Arizona
$1.82M +$236K +1,278 +15%
MSS
1835
Mitchell Sinkler & Starr
Pennsylvania
$1.82M -$125K -680 -6%
CA
1836
Calton & Associates
Florida
$1.81M -$290K -1,575 -14%
CBA
1837
Coastal Bridge Advisors
Connecticut
$1.81M +$66.8K +362 +4%
CAIMH
1838
Central Asset Investments & Management Holdings
Hong Kong
$1.81M -$8.91M -48,310 -83%
OPTFSNA
1839
Old Point Trust & Financial Services N A
Virginia
$1.8M +$203K +1,100 +13%
ZCI
1840
Zevenbergen Capital Investments
Washington
$1.8M +$144K +780 +9%
CAN
1841
Claraphi Advisory Network
United States
$1.8M +$830K +4,498 +85%
GC
1842
Gratus Capital
Georgia
$1.8M +$54.2K +294 +3%
BC
1843
Bridgefront Capital
Texas
$1.79M +$1.79M +9,689 New
VHAM
1844
Van Hulzen Asset Management
California
$1.78M -$401K -2,174 -18%
HIC
1845
Holderness Investments Company
North Carolina
$1.78M +$7.01K +38 +0.4%
UBG
1846
United Bank (Georgia)
Georgia
$1.77M -$399K -2,165 -18%
SCP
1847
Syntal Capital Partners
Texas
$1.77M +$1.72M +9,335 New
FFM
1848
FengHe Fund Management
Singapore
$1.77M -$5.31M -28,797 -75%
EWM
1849
Empirical Wealth Management
Washington
$1.77M -$205K -1,110 -10%
ACG
1850
Allen Capital Group
Nebraska
$1.76M +$122K +663 +7%
72 73
74
75 76