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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1151
Mayflower Financial Advisors
Massachusetts
$598K +$19.1K +787 +5%
MPWT
1152
MassMutual Private Wealth & Trust
Connecticut
$598K +$46K +1,900 +12%
CIA
1153
Compass Ion Advisors
Pennsylvania
$598K +$4.53K +187 +1%
SC
1154
Searle & Co
Connecticut
$597K +$9.69K +400 +2%
SWM
1155
SilverOak Wealth Management
Minnesota
$596K -$146K -6,025 -25%
PA
1156
Procyon Advisors
Connecticut
$595K +$28.7K +1,184 +7%
PCM
1157
Parsons Capital Management
Rhode Island
$594K +$24.2K +1,000 +6%
NLP
1158
Next Level Private
New York
$593K -$218 -9 -0.1%
CSI
1159
Clark & Stuart Inc
Maine
$592K -$17K -700 -4%
ARG
1160
Advisory Resource Group
Oklahoma
$590K -$10.8K -444 -2%
WWM
1161
Western Wealth Management
Colorado
$590K -$75.1K -3,099 -15%
FIB
1162
First Interstate Bank
Montana
$589K +$7.27K +300 +2%
OWA
1163
Opal Wealth Advisors
New York
$589K +$848 +35 +0.2%
CCFM
1164
Clear Creek Financial Management
Washington
$588K -$211K -8,705 -33%
HIC
1165
Harvey Investment Company
Kentucky
$588K – – –
1IA
1166
1834 Investment Advisors
Wisconsin
$587K +$14.6K +602 +4%
IA
1167
Integrity Alliance
Iowa
$587K +$40.2K +1,660 +10%
AWF
1168
Alpha Wealth Funds
Utah
$586K +$363K +15,000 New
EWA
1169
Evolution Wealth Advisors
Florida
$586K +$88.4K +3,648 +26%
TWA
1170
TCI Wealth Advisors
Arizona
$586K +$4.82K +199 +1%
AF
1171
Apexium Financial
Texas
$585K +$2.96K +122 +0.7%
AP
1172
Appleton Partners
Massachusetts
$585K -$12.6K -518 -3%
YIM
1173
Yoffe Investment Management
Pennsylvania
$583K – – –
ZBNA
1174
Zions Bancorporation, National Association
Utah
$582K +$239K +9,874 +132%
GIM
1175
Generali Investments Management
Slovenia
$581K -$204K -8,401 -33%
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