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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1326
LMCG Investments
Massachusetts
$4.01M -$55.5K -152 -1%
HFM
1327
Harvest Fund Management
China
$4.01M +$1.5M +4,111 +65%
WKWM
1328
Walter & Keenan Wealth Management
Indiana
$4M -$157K -430 -4%
LFP
1329
Leeward Financial Partners
Washington
$4M +$260K +711 +7%
LSAG
1330
Lake Street Advisors Group
New Hampshire
$4M +$173K +474 +5%
IWS
1331
Insight Wealth Strategies
California
$3.99M +$1.59M +4,362 +72%
WAG
1332
Winthrop Advisory Group
Massachusetts
$3.98M -$34.3K -94 -0.9%
LC
1333
Lindbrook Capital
California
$3.98M +$366K +1,003 +11%
CVA
1334
Central Valley Advisors
California
$3.97M +$16.4K +45 +0.4%
TW
1335
TrinityPoint Wealth
Connecticut
$3.96M +$181K +495 +5%
CWP
1336
Concord Wealth Partners
Virginia
$3.95M +$273K +748 +8%
CAL
1337
Capital Analysts LLC
Pennsylvania
$3.95M +$76.7K +210 +2%
CB
1338
Community Bank
New York
$3.95M -$273K -747 -7%
RWA
1339
River Wealth Advisors
Pennsylvania
$3.94M +$237K +650 +7%
IIA
1340
ICW Investment Advisors
Arizona
$3.94M -$36.5K -100 -1%
HCM
1341
Harvey Capital Management
Florida
$3.94M – – –
NED
1342
Nancy E. Dempze
$3.93M +$57.4K +157 +2%
FCP
1343
Fidelis Capital Partners
Florida
$3.93M +$208K +570 +6%
BONST
1344
Bank of Nova Scotia Trust
Ontario, Canada
$3.92M +$294K +805 +9%
BFG
1345
Berger Financial Group
Minnesota
$3.9M -$4.88M -13,348 -57%
DAM
1346
Delta Asset Management
Tennessee
$3.9M -$106K -290 -3%
FCM
1347
Fortis Capital Management
Washington
$3.89M +$214K +586 +6%
PH
1348
Pinnacle Holdings
Oklahoma
$3.88M -$290K -795 -7%
PCP
1349
Proficio Capital Partners
Massachusetts
$3.87M +$113K +310 +3%
WPW
1350
Waldron Private Wealth
Pennsylvania
$3.87M -$3.65K -10 -0.1%
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