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Name Holding Trade Value Shares
Change 		Change in
Stake
S
776
SharpePoint
Arizona
$4.57M -$761K -2,527 -15%
SAI
777
Savvy Advisors Inc
New York
$4.56M +$541K +1,797 +14%
PP
778
Patten & Patten
Tennessee
$4.56M +$26.8K +89 +0.6%
MWM
779
Massachusetts Wealth Management
Massachusetts
$4.55M +$13.6K +45 +0.3%
IWM
780
IHT Wealth Management
Illinois
$4.54M +$293K +974 +7%
SWP
781
Sagespring Wealth Partners
Tennessee
$4.53M +$286K +950 +7%
QP
782
Quilter Plc
United Kingdom
$4.51M -$859K -2,852 -16%
SPW
783
Surience Private Wealth
Washington
$4.5M +$64.4K +214 +1%
SWM
784
Sendero Wealth Management
Texas
$4.47M -$86.1K -286 -2%
CAG
785
Crestwood Advisors Group
Massachusetts
$4.46M +$476K +1,581 +12%
BCM
786
Barometer Capital Management
Ontario, Canada
$4.44M +$27.9M +92,662 +268%
QI
787
Qtron Investments
Massachusetts
$4.42M -$466K -1,546 -10%
WWM
788
Western Wealth Management
Colorado
$4.42M +$75K +249 +2%
LRIC
789
Long Road Investment Counsel
Michigan
$4.41M -$3.61K -12 -0.1%
NFSG
790
Newbridge Financial Services Group
Florida
$4.41M +$406K +1,347 +10%
BCWM
791
Bartlett & Co Wealth Management
Ohio
$4.4M -$106K -352 -2%
PF
792
Phoenix Financial
Israel
$4.4M -$1.92M -6,386 -31%
WC
793
Woodstock Corp
Massachusetts
$4.39M -$282K -936 -6%
BF
794
BOK Financial
Oklahoma
$4.39M -$301K -998 -7%
LCC
795
Lincoln Capital Corp
Rhode Island
$4.38M -$62K -206 -1%
CPBTD
796
Central Pacific Bank - Trust Division
Hawaii
$4.37M -$255K -848 -6%
KOCAA
797
Knights of Columbus Asset Advisors
Connecticut
$4.36M -$864K -2,869 -17%
PFGIA
798
Patriot Financial Group Insurance Agency
Massachusetts
$4.33M +$111K +369 +3%
CPC
799
Consolidated Planning Corp
Georgia
$4.32M +$4.22M +14,021 New
WS
800
Wedbush Securities
California
$4.29M +$284K +944 +7%
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