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Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
1526
Rock Point Advisors
Vermont
$758K +$22.8K +104 +4%
CFGA
1527
Cambridge Financial Group (Arizona)
Arizona
$757K -$658 -3 -0.1%
GIP
1528
Greatmark Investment Partners
Georgia
$757K – – –
WPW
1529
Waldron Private Wealth
Pennsylvania
$755K -$14.7K -67 -2%
ICP
1530
Interchange Capital Partners
Pennsylvania
$755K +$55.1K +251 +9%
SS
1531
Sunbelt Securities
Texas
$753K +$100K +457 +11%
SAM
1532
Secure Asset Management
Michigan
$753K -$33.1K -151 -5%
EWA
1533
Exencial Wealth Advisors
Oklahoma
$753K +$53.5K +244 +9%
GLLW
1534
Graves Light Lenhart Wealth
Virginia
$748K – – –
BSB
1535
Bangor Savings Bank
Maine
$748K +$12.7K +58 +2%
AAS
1536
AdviceOne Advisory Services
Connecticut
$746K +$10.3K +47 +2%
GK
1537
Graney & King
New York
$745K -$186K -848 -23%
BCM
1538
Blume Capital Management
California
$745K -$1.54K -7 -0.2%
MS
1539
Madden Securities
Texas
$745K +$19.7K +90 +3%
OL
1540
OneFund LLC
Florida
$745K -$7.68K -35 -1%
SIP
1541
Stoneridge Investment Partners
Pennsylvania
$744K -$277K -1,262 -30%
AWE
1542
Avidian Wealth Enterprises
Texas
$742K +$10.8K +49 +2%
AFW
1543
Avantra Family Wealth
Pennsylvania
$739K +$12.5K +57 +2%
EPIMS
1544
Evelyn Partners Investment Management Services
$737K +$186K +848 +42%
HI
1545
Hudock Inc
Pennsylvania
$736K -$9.87K -45 -2%
BTWM
1546
Baker Tilly Wealth Management
Wisconsin
$735K +$8.12K +37 +1%
RRA
1547
Round Rock Advisors
Connecticut
$735K -$5.27K -24 -0.8%
RIA
1548
Regal Investment Advisors
Michigan
$734K -$9.44K -43 -1%
RZH
1549
Relyea Zuckerberg Hanson
Connecticut
$732K +$66.3K +302 +12%
PSC
1550
Prentiss Smith & Co
Vermont
$731K – – –
60 61
62
63 64