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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
801
FORA Capital
Florida
$1.62M +$1.65M +4,342 New
IWS
802
Insight Wealth Strategies
California
$1.61M +$109K +287 +7%
CNBT
803
Canandaigua National Bank & Trust
New York
$1.6M -$13.3K -35 -0.8%
MG
804
Mather Group
Illinois
$1.59M -$35.8K -94 -2%
DPIM
805
Duff & Phelps Investment Management
Illinois
$1.59M -$26.6K -70 -2%
GVAG
806
Great Valley Advisor Group
Delaware
$1.58M +$27K +71 +2%
SN
807
Sittner & Nelson
Oregon
$1.58M +$381 +1 +0%
PA
808
Pinnacle Associates
New York
$1.57M +$1.52K +4 +0.1%
CW
809
Channel Wealth
California
$1.56M +$273K +717 +21%
EF
810
Empowered Funds
Pennsylvania
$1.55M +$481K +1,263 +43%
APP
811
Avantax Planning Partners
Iowa
$1.54M +$29.7K +78 +2%
DWT
812
Dorsey & Whitney Trust
South Dakota
$1.54M -$22.8K -60 -1%
LCM
813
Laurion Capital Management
New York
$1.54M +$1.57M +4,123 New
FMB
814
Field & Main Bank
Kentucky
$1.53M -$32.4K -85 -2%
WCM
815
Whitener Capital Management
North Carolina
$1.51M – – –
FIM
816
Freedom Investment Management
Connecticut
$1.51M -$305K -801 -17%
RWA
817
Ropes Wealth Advisors
Massachusetts
$1.51M -$184K -484 -11%
PA
818
PFW Advisors
Georgia
$1.5M – – –
BHWM
819
Bar Harbor Wealth Management
New Hampshire
$1.5M -$27K -71 -2%
VA
820
Vident Advisory
Georgia
$1.49M +$1.52M +4,000 New
SIA
821
Schechter Investment Advisors
Michigan
$1.48M +$59.8K +157 +4%
CFM
822
Capricorn Fund Managers
United Kingdom
$1.47M +$1.5M +3,949 New
VWM
823
Venturi Wealth Management
Texas
$1.47M -$11.8K -31 -0.8%
APWM
824
Atlas Private Wealth Management
New York
$1.46M +$62K +163 +4%
IA
825
IFP Advisors
Florida
$1.46M +$456K +1,198 +44%
31 32
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