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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1251
Coppell Advisory Solutions
Texas
$716K -$568K -1,244 -45%
SL
1252
SFM LLC
New Hampshire
$715K -$14.2K -31 -2%
TCWA
1253
Turtle Creek Wealth Advisors
Texas
$712K +$693K +1,518 New
CS
1254
Cannell & Spears
New York
$708K +$19.2K +42 +3%
AWM
1255
Avior Wealth Management
Nebraska
$708K +$297K +651 +76%
BHA
1256
Beech Hill Advisors
New York
$704K – – –
AWM
1257
AllSquare Wealth Management
New York
$702K – – –
CFA
1258
CWS Financial Advisors
Michigan
$702K +$130K +285 +24%
VPI
1259
Value Partners Investments
Manitoba, Canada
$702K +$123K +270 +22%
SFC
1260
SYM Financial Corp
Indiana
$701K +$32K +70 +5%
MG
1261
McHugh Group
Ohio
$692K – – –
FTA
1262
Financial & Tax Architects
Missouri
$692K +$5.93K +13 +0.9%
GI
1263
Gradient Investments
Minnesota
$687K +$121K +264 +22%
SCA
1264
STALEY CAPITAL ADVISERS
Pennsylvania
$685K – – –
FA
1265
Fiduciary Alliance
South Carolina
$682K +$30.6K +67 +5%
PWM
1266
Prentice Wealth Management
New York
$681K -$20.5K -45 -3%
DAC
1267
Dividend Assets Capital
South Carolina
$681K – – –
LCWP
1268
Legacy Capital Wealth Partners
Arkansas
$678K -$22.8K -50 -3%
LMKC
1269
L.M. Kohn & Company
Ohio
$677K -$19.2K -42 -3%
RMCM
1270
Reynders McVeigh Capital Management
Massachusetts
$677K -$28.8K -63 -4%
CIA
1271
Capital Investment Advisors
Georgia
$675K -$30.1K -66 -4%
SC
1272
Stephens Consulting
Michigan
$674K +$7.3K +16 +1%
HCM
1273
Howland Capital Management
Massachusetts
$671K +$26.9K +59 +4%
CFG
1274
Carr Financial Group
Massachusetts
$667K +$1.83K +4 +0.3%
SIC
1275
Salem Investment Counselors
North Carolina
$666K +$7.3K +16 +1%
49 50
51
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