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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1001
Legacy Advisors
Pennsylvania
$2.65M -$40.1K -646 -1%
HWAM
1002
Hennion & Walsh Asset Management
New Jersey
$2.64M +$18.6K +300 +0.6%
TA
1003
Tectonic Advisors
Texas
$2.64M +$338K +5,446 +13%
PWM
1004
Perigon Wealth Management
California
$2.63M +$159K +2,555 +6%
CWM
1005
C2C Wealth Management
Arizona
$2.63M -$31.1K -500 -1%
TTWM
1006
TCV Trust & Wealth Management
Virginia
$2.62M -$26.7K -429 -0.9%
PAM
1007
Palisade Asset Management
Minnesota
$2.6M +$62 +1 +0%
CWG
1008
Cornerstone Wealth Group
North Carolina
$2.6M -$176K -2,826 -6%
NIM
1009
Northeast Investment Management
Massachusetts
$2.6M -$4.91K -79 -0.2%
OIA
1010
OneDigital Investment Advisors
Kansas
$2.58M +$119K +1,922 +4%
CCIA
1011
Cherry Creek Investment Advisors
Colorado
$2.57M +$63.8K +1,026 +2%
SFP
1012
Shepherd Financial Partners
Massachusetts
$2.56M +$67.1K +1,079 +2%
BFO
1013
Boston Family Office
Massachusetts
$2.56M -$3.29K -53 -0.1%
JWM
1014
Jackson Wealth Management
Florida
$2.54M +$1.62M +26,049 +135%
CAM
1015
Cypress Asset Management
Texas
$2.54M +$1.86K +30 +0.1%
CIA
1016
Citadel Investment Advisory
Ohio
$2.54M +$37.3K +600 +1%
OWP
1017
Obermeyer Wealth Partners
Colorado
$2.54M +$372K +5,991 +15%
SWM
1018
Sugarloaf Wealth Management
Georgia
$2.54M +$268K +4,311 +11%
FBT
1019
First Bankers Trust
Kentucky
$2.54M -$40.6K -653 -1%
PCM
1020
Parsons Capital Management
Rhode Island
$2.53M +$8.39K +135 +0.3%
WIS
1021
Wright Investors Service
Connecticut
$2.52M -$214K -3,439 -7%
TC
1022
Telemus Capital
Michigan
$2.52M +$60.3K +970 +2%
GC
1023
Gratus Capital
Georgia
$2.5M +$193K +3,112 +7%
HIM
1024
Harbour Investment Management
Washington
$2.5M -$7.46K -120 -0.3%
CAM
1025
Centre Asset Management
New York
$2.5M +$16.3K +262 +0.6%
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