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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1751
Aureus Asset Management
Massachusetts
$2.08M -$47.4K -130 -2%
SC
1752
Solstein Capital
California
$2.08M -$1.82K -5 -0.1%
NG
1753
Northstar Group
New York
$2.08M -$36.4K -100 -2%
KFP
1754
KMG Fiduciary Partners
Ohio
$2.07M +$114K +312 +5%
RPWA
1755
Regent Peak Wealth Advisors
Georgia
$2.07M -$59.8K -164 -3%
BFA
1756
Benedict Financial Advisors
Georgia
$2.07M +$6.2K +17 +0.3%
SS
1757
Sunbelt Securities
Texas
$2.07M -$55.8K -153 -2%
TIM
1758
Titan Investment Management
Indiana
$2.06M +$183K +502 +9%
WMP
1759
Wealth Management Partners
Arizona
$2.06M +$82.7K +227 +4%
CAM
1760
Covenant Asset Management
New Jersey
$2.06M -$34.6K -95 -1%
PWPS
1761
Pinnacle Wealth Planning Services
Ohio
$2.06M -$258K -707 -10%
WA
1762
WBH Advisory
Maryland
$2.06M -$109K -299 -5%
CGIM
1763
Capital Group Investment Management
Singapore
$2.05M – – –
BB
1764
Bell Bank
North Dakota
$2.05M +$57.9K +159 +3%
GCP
1765
Guardian Capital (Pennsylvania)
Pennsylvania
$2.05M -$604K -1,657 -21%
RZH
1766
Relyea Zuckerberg Hanson
Connecticut
$2.05M -$454K -1,246 -17%
PA
1767
Persium Advisors
Georgia
$2.04M -$47.4K -130 -2%
MFA
1768
Mayflower Financial Advisors
Massachusetts
$2.04M +$88.9K +244 +4%
LI
1769
LRI Investments
Florida
$2.04M -$87.8K -241 -0.9%
KA
1770
Klingman & Associates
New York
$2.04M -$115K -316 -5%
GAM
1771
Gemmer Asset Management
California
$2.04M -$104K -285 -4%
SNBOSCI
1772
Security National Bank of Sioux City Iowa
Iowa
$2.03M -$59.4K -163 -3%
OFS
1773
OneAscent Financial Services
Alabama
$2.03M +$859K +2,358 +62%
CHJWM
1774
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.03M -$19.3K -53 -0.9%
SFG
1775
Shum Financial Group
California
$2.03M -$27.7K -76 -1%
69 70
71
72 73