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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1326
Compass Ion Advisors
Pennsylvania
$2.32M -$81.2K -803 -5%
EWS
1327
Evergreen Wealth Solutions
Pennsylvania
$2.32M +$29.1K +288 +1%
FA
1328
Fiduciary Alliance
South Carolina
$2.32M -$25.9M -256,353 -94%
AWM
1329
Accurate Wealth Management
Florida
$2.32M +$476K +4,706 +29%
HT
1330
Heritage Trust
Oklahoma
$2.31M -$553K -5,466 -25%
ML
1331
McAdam LLC
Pennsylvania
$2.31M -$140K -1,385 -8%
BCM
1332
Brasada Capital Management
Texas
$2.31M +$1.67M +16,527 New
BAM
1333
BOS Asset Management
Illinois
$2.31M -$163K -1,614 -9%
CRM
1334
Cramer Rosenthal McGlynn
Connecticut
$2.31M +$1.67M +16,512 New
PWP
1335
Principle Wealth Partners
Connecticut
$2.3M -$61.5K -608 -4%
TLCM
1336
Twin Lakes Capital Management
California
$2.3M – – –
FMII
1337
Farmers & Merchants Investments Inc
Nebraska
$2.29M +$23.7K +234 +1%
FFA
1338
First Foundation Advisors
California
$2.28M +$554K +5,478 +50%
TPI
1339
Trust Point Inc
Wisconsin
$2.27M +$121K +1,199 +8%
EI
1340
Ellevest Inc
New York
$2.27M -$98K -969 -6%
EA
1341
Everpar Advisors
Oklahoma
$2.26M +$249K +2,459 +18%
SWM
1342
Salvus Wealth Management
New Jersey
$2.25M +$28.8K +285 +2%
CA
1343
Crewe Advisors
Utah
$2.24M -$36.9K -365 -2%
FMTC
1344
Farmers & Merchants Trust Company
California
$2.23M -$95.5K -944 -6%
WAS
1345
WESPAC Advisors SoCal
California
$2.22M +$445K +4,396 +38%
RBC
1346
Romano Brothers & Co
Illinois
$2.22M -$287K -2,835 -15%
CWP
1347
CFM Wealth Partners
Texas
$2.21M +$429K +4,245 +37%
SAM
1348
Silphium Asset Management
United Kingdom
$2.21M +$772K +7,630 +93%
SWASL
1349
Spartan Wealth Advisory Services LLC
Michigan
$2.21M -$156K -1,540 -9%
BIP
1350
Blueprint Investment Partners
North Carolina
$2.21M -$28.9K -286 -2%
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