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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1326
Prosperity Consulting Group
Maryland
$1.75M +$288K +919 +24%
MIM
1327
Merrion Investment Management
New Jersey
$1.75M +$157K +500 +12%
AFAS
1328
Acorn Financial Advisory Services
Virginia
$1.75M -$117K -373 -7%
HR
1329
Howe & Rusling
New York
$1.75M +$35.4K +113 +2%
PIA
1330
Perennial Investment Advisors
California
$1.74M -$135K -431 -8%
SB
1331
Simmons Bank
Arkansas
$1.74M +$1.19M +3,792 +439%
MA
1332
MJP Associates
Connecticut
$1.74M -$357K -1,139 -20%
GBWM
1333
Granite Bay Wealth Management
New Hampshire
$1.74M +$1.02M +3,268 +236%
DIP
1334
Davis Investment Partners
North Carolina
$1.74M +$313 +1 +0%
IA
1335
Inspire Advisors
Idaho
$1.74M +$95.8K +306 +7%
VWM
1336
Venturi Wealth Management
Texas
$1.73M +$88K +281 +6%
GWA
1337
Gratus Wealth Advisors
Virginia
$1.73M – – –
EW
1338
Elyxium Wealth
California
$1.73M +$214K +684 +17%
JCM
1339
Jacobi Capital Management
Pennsylvania
$1.73M +$20.4K +65 +1%
FAM
1340
Frontier Asset Management
Wyoming
$1.73M -$9.71K -31 -0.7%
SWASL
1341
Spartan Wealth Advisory Services LLC
Michigan
$1.72M +$45.4K +145 +3%
AA
1342
Ancora Advisors
Ohio
$1.72M +$35.1K +112 +2%
AFG
1343
Allegheny Financial Group
Pennsylvania
$1.71M -$2.5K -8 -0.2%
KNW
1344
Kesler Norman & Wride
Utah
$1.71M +$504K +1,610 +54%
CWP
1345
Cyndeo Wealth Partners
Florida
$1.7M -$26K -83 -2%
FPL
1346
Fortress Private Ledger
North Carolina
$1.7M +$422K +1,348 +42%
SFS
1347
Strategic Financial Services
New York
$1.69M -$2.49M -7,955 -64%
RP
1348
Rowlandmiller & Partners
Georgia
$1.69M +$626 +2 +0%
BB
1349
Berkshire Bank
Massachusetts
$1.69M -$29.4K -94 -2%
DC
1350
Diametric Capital
Massachusetts
$1.68M +$871K +2,781 +162%
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