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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
701
Cobblestone Capital Advisors
New York
$1.06M -$121K -1,993 -11%
PL
702
Plancorp LLC
Missouri
$1.06M -$54K -891 -5%
CCG
703
Ceeto Capital Group
Florida
$1.05M +$237K +3,912 +32%
FHA
704
Flagship Harbor Advisors
Massachusetts
$1.05M +$194K +3,201 +25%
CA
705
Clearstead Advisors
Ohio
$1.05M +$6.72K +111 +0.7%
WI
706
Wintrust Investments
Illinois
$1.04M +$151K +2,486 +18%
EC
707
Estate Counselors
Wisconsin
$1.04M +$962K +15,880 New
HI
708
Horizon Investments
North Carolina
$1.03M +$956K +15,778 New
AWM
709
Altium Wealth Management
New York
$1.03M +$43.5K +719 +5%
FAIM
710
Financial Advocates Investment Management
Washington
$1.03M -$134K -2,217 -12%
MCCP
711
Mission Creek Capital Partners
California
$1.02M +$26.7K +441 +3%
SB
712
Sunflower Bank
Texas
$1.02M -$74.4K -1,229 -7%
AI
713
Accredited Investors
Minnesota
$1.02M -$27.1K -447 -3%
EH
714
Equitable Holdings
New York
$1.02M +$20.5K +339 +2%
OC
715
Oarsman Capital
Wisconsin
$1.01M -$522K -8,617 -36%
CGL
716
Clarius Group LLC
Washington
$1.01M +$201K +3,323 +27%
JCM
717
Janney Capital Management
Pennsylvania
$1.01M -$39.7K -656 -4%
MVA
718
Mount Vernon Associates
Maryland
$1.01M – – –
CTA
719
Chesley Taft & Associates
Illinois
$1.01M +$278K +4,584 +44%
TCA
720
Transcend Capital Advisors
New Jersey
$1.01M -$50.3K -830 -5%
PTC
721
Philadelphia Trust Company
Pennsylvania
$998K -$969 -16 -0.1%
GSEP
722
Golden State Equity Partners
California
$993K +$664K +10,970 +261%
SWMP
723
Signature Wealth Management Partners
New Jersey
$988K -$99.8K -1,648 -10%
CFGS
724
Concourse Financial Group Securities
Alabama
$986K -$61.4K -1,013 -6%
RC
725
RBF Capital
California
$985K – – –
27 28
29
30 31