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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1401
Cary Street Partners Investment Advisory
Virginia
$1.5M +$143K +2,802 +11%
AWA
1402
Arkadios Wealth Advisors
Georgia
$1.5M +$5.37K +105 +0.4%
DIA
1403
Dana Investment Advisors
Wisconsin
$1.5M -$311K -6,084 -17%
AWM
1404
Aries Wealth Management
Maine
$1.49M -$66.9K -1,309 -4%
MWM
1405
Meridian Wealth Management
Kentucky
$1.49M +$27.7K +541 +2%
NFG
1406
Nations Financial Group
Iowa
$1.49M +$32.8K +641 +2%
EC
1407
Enhancing Capital
Pennsylvania
$1.49M +$1.48M +28,900 New
CCIA
1408
Cherry Creek Investment Advisors
Colorado
$1.49M -$203K -3,965 -12%
CPA
1409
Clear Perspective Advisors
Illinois
$1.48M +$14.1K +275 +1%
AW
1410
Alaethes Wealth
Nevada
$1.48M +$213K +4,170 +17%
UWM
1411
Udine Wealth Management
Florida
$1.48M +$1.47M +28,774 New
CHP
1412
Cable Hill Partners
Oregon
$1.48M -$70.5K -1,379 -5%
ONST
1413
Old North State Trust
North Carolina
$1.48M +$47.5K +929 +3%
UA
1414
Unison Advisors
District of Columbia
$1.48M +$11.8K +231 +0.8%
SVCF
1415
Silicon Valley Community Foundation
California
$1.48M +$1.47M +28,683 New
PK
1416
Pflug Koory
Nebraska
$1.48M – – –
SIM
1417
Stratos Investment Management
Ohio
$1.48M +$128K +2,507 +10%
TI
1418
Truehand Inc
New Hampshire
$1.47M -$112K -2,200 -7%
CC
1419
Cypress Capital
Tennessee
$1.47M -$79.3K -1,551 -5%
NAM
1420
NTV Asset Management
West Virginia
$1.47M -$17.4K -340 -1%
LFA
1421
Legacy Financial Advisors
Kentucky
$1.47M +$124K +2,435 +9%
YIA
1422
YHB Investment Advisors
Connecticut
$1.47M -$38.3K -750 -3%
GPA
1423
Guerra Pan Advisors
New Jersey
$1.46M +$1.45M +28,411 New
MCM
1424
McMillion Capital Management
North Carolina
$1.46M -$17.4K -340 -1%
PAM
1425
Pegasus Asset Management
New York
$1.45M +$53.3K +1,042 +4%
55 56
57
58 59