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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1026
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.49M -$19.3K -41 -1%
VGDSS
1027
VUB Generali dochodkova spravcovska spolocnost
$1.49M -$80.7K -171 -5%
SIA
1028
Strategic Investment Advisors
Michigan
$1.48M +$711K +1,506 +101%
MW
1029
Marble Wealth
Alabama
$1.48M -$444K -942 -24%
DAS
1030
Dynamic Advisor Solutions
Arizona
$1.48M +$89.2K +189 +7%
CHAM
1031
Clear Harbor Asset Management
Connecticut
$1.48M -$12.7K -27 -0.9%
BWM
1032
Bluebird Wealth Management
Massachusetts
$1.47M -$5.19K -11 -0.4%
MO
1033
McMillan Office
Michigan
$1.47M – – –
IWM
1034
IHT Wealth Management
Illinois
$1.46M +$32.1K +68 +2%
LFA
1035
Level Financial Advisors
New York
$1.46M +$1.39M +2,937 New
AWM
1036
Angeles Wealth Management
California
$1.45M +$110K +233 +9%
FGA
1037
Fortis Group Advisors
New Jersey
$1.44M – – –
FMI
1038
F/M Investments
District of Columbia
$1.43M -$1.14M -2,410 -45%
CWA
1039
Consilium Wealth Advisory
Texas
$1.43M +$659K +1,397 +94%
PWPS
1040
Pinnacle Wealth Planning Services
Ohio
$1.43M +$333K +706 +32%
HW
1041
Hancock Whitney
Mississippi
$1.43M -$6.13K -13 -0.5%
WC
1042
Waterloo Capital
Texas
$1.42M +$364K +771 +37%
TPI
1043
Trust Point Inc
Wisconsin
$1.42M +$164K +347 +14%
VPI
1044
Value Partners Investments
Manitoba, Canada
$1.42M +$131K +277 +11%
SCM
1045
Sandler Capital Management
New York
$1.41M +$1.34M +2,850 New
WCM
1046
Weaver Capital Management
Georgia
$1.41M +$142K +300 +12%
TAP
1047
Tounjian Advisory Partners
Florida
$1.41M -$51K -108 -4%
BWG
1048
Boomfish Wealth Group
Georgia
$1.4M +$1.34M +2,830 New
HPC
1049
HM Payson & Co
Maine
$1.39M +$50K +106 +4%
BCFD
1050
Boit C.F. David
$1.39M +$944K +2,000 +250%
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