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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2201
Howe & Rusling
New York
$1.41M +$98.7K +251 +8%
VAG
2202
VisionPoint Advisory Group
Texas
$1.41M +$65.7K +167 +5%
MSFP
2203
Mark Sheptoff Financial Planning
Connecticut
$1.41M – – –
CSWG
2204
Cardinal Strategic Wealth Guidance
Kentucky
$1.41M -$27.5K -70 -2%
SPI
2205
Santori & Peters Inc
Pennsylvania
$1.41M +$7.08K +18 +0.5%
LA
2206
Legacy Advisors
Pennsylvania
$1.41M +$1.37M +3,472 New
CPA
2207
Capital Performance Advisors
California
$1.41M +$66.1K +168 +5%
PIA
2208
Perennial Investment Advisors
California
$1.4M -$155K -393 -10%
SIC
2209
Sterling Investment Counsel
New York
$1.4M +$589K +1,499 +77%
FWP
2210
Fiduciary Wealth Partners
Massachusetts
$1.39M -$328K -834 -20%
SWA
2211
SOA Wealth Advisors
New York
$1.39M -$1.18K -3 -0%
TIM
2212
Tortoise Investment Management
New York
$1.39M +$3.15K +8 +0.2%
IA
2213
Insight Advisors
Pennsylvania
$1.39M -$7.47K -19 -0.6%
GM
2214
GeoWealth Management
Illinois
$1.39M +$95.5K +243 +8%
WWC
2215
Waypoint Wealth Counsel
Georgia
$1.38M -$53.1K -135 -4%
TWP
2216
Tower Wealth Partners
Pennsylvania
$1.38M -$32.2K -82 -2%
MIM
2217
Miller Investment Management
Pennsylvania
$1.38M – – –
APC
2218
Aspire Private Capital
North Carolina
$1.38M +$70.8K +180 +6%
SFG
2219
Sovereign Financial Group
Connecticut
$1.38M +$786 +2 +0.1%
AWM
2220
Ariadne Wealth Management
California
$1.37M +$99.5K +253 +7%
FPF
2221
First Pacific Financial
Washington
$1.37M +$27.5K +70 +2%
CCP
2222
Cassia Capital Partners
North Carolina
$1.37M +$148K +377 +13%
TVAMP
2223
Tennessee Valley Asset Management Partners
Tennessee
$1.37M +$793K +2,018 +148%
SPWM
2224
Schrum Private Wealth Management
Florida
$1.37M +$9.83K +25 +0.7%
DOA
2225
D'Orazio & Associates
Virginia
$1.37M +$21.6K +55 +2%
87 88
89
90 91