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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1301
Axiom Financial Strategies
Indiana
$181K +$1.39K +73 +0.6%
EWM
1302
Endurance Wealth Management
Rhode Island
$181K +$184K +9,700 +970%
GP
1303
Girard Partners
Pennsylvania
$181K +$204K +10,711 New
AI
1304
Accredited Investors
Minnesota
$181K +$204K +10,727 New
VFPI
1305
Vantage Financial Partners (Illinois)
Illinois
$181K +$13.3K +700 +7%
GEA
1306
Glen Eagle Advisors
New Jersey
$180K -$13.4K -705 -6%
EA
1307
Eudaimonia Advisors
Tennessee
$179K -$16.5K -868 -8%
YIH
1308
Y-Intercept (HK)
Hong Kong
$179K +$201K +10,575 New
BP
1309
BBR Partners
New York
$178K -$50.7K -2,666 -20%
HWA
1310
Heritage Wealth Advisors
Virginia
$178K +$44.6K +2,345 +29%
SSB
1311
Sandy Spring Bank
Maryland
$178K +$106K +5,551 +112%
WAM
1312
WealthTrust Asset Management
Florida
$178K +$200K +10,543 New
WIM
1313
Westside Investment Management
California
$178K -$124K -6,498 -21%
PCS
1314
Personal CFO Solutions
New Jersey
$177K -$26.4K -1,389 -12%
BCA
1315
Bray Capital Advisors
Florida
$176K – – –
AFG
1316
Allegheny Financial Group
Pennsylvania
$175K -$856 -45 -0.4%
C
1317
Covestor
United Kingdom
$175K +$10.5K +552 +6%
SC
1318
Sagefield Capital
Texas
$175K +$108K +5,695 +121%
SSWM
1319
Sheets Smith Wealth Management
North Carolina
$174K -$407K -21,414 -68%
TWM
1320
TriaGen Wealth Management
California
$174K -$456 -24 -0.2%
EDRH
1321
Edmond de Rothschild Holding
Switzerland
$174K +$5.21K +274 +3%
KCIA
1322
Kingsbury Capital Investment Advisors
Illinois
$174K +$196K +10,296 New
SDWIA
1323
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$173K +$7.45K +392 +4%
KC
1324
Kingfisher Capital
North Carolina
$172K -$130K -6,846 -40%
CCFM
1325
Clear Creek Financial Management
Washington
$172K -$67.7K -3,559 -26%
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