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Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
1101
Kesler Norman & Wride
Utah
$6.59M +$125K +218 +2%
SAM
1102
Silvercrest Asset Management
New York
$6.58M -$13.8K -24 -0.2%
BL
1103
BFSG LLC
California
$6.55M +$273K +475 +4%
SPC
1104
Sigma Planning Corp
Michigan
$6.55M +$977K +1,702 +17%
KM
1105
KP Management
Minnesota
$6.54M – – –
SPS
1106
Susquehanna Portfolio Strategies
Pennsylvania
$6.54M +$5.74M +9,999 +667%
AAMA
1107
Advanced Asset Management Advisors
Ohio
$6.51M – – –
SAI
1108
Savvy Advisors Inc
New York
$6.51M +$388K +675 +6%
BIG
1109
Brooklyn Investment Group
New York
$6.5M -$178K -310 -3%
PAMG
1110
Patton Albertson Miller Group
Tennessee
$6.5M -$563K -981 -8%
BI
1111
Berkeley Inc
Idaho
$6.48M -$16.1K -28 -0.2%
NC
1112
NovaPoint Capital
Georgia
$6.46M +$390K +679 +6%
AF
1113
Alerus Financial
North Dakota
$6.45M +$152K +264 +2%
SEEDPG
1114
S.E.E.D. Planning Group
New York
$6.43M -$214K -372 -3%
IWA
1115
Icon Wealth Advisors
Texas
$6.41M -$1.3M -2,269 -17%
SG
1116
StoneX Group
New York
$6.4M +$300K +523 +5%
MPWS
1117
McCarter Private Wealth Services
Massachusetts
$6.4M -$297K -518 -4%
GIA
1118
Gladstone Institutional Advisory
Florida
$6.39M -$23.5K -41 -0.4%
HCPC
1119
Hamilton Capital Partners (Canada)
$6.39M -$23.1M -40,273 -78%
RWA
1120
River Wealth Advisors
Pennsylvania
$6.35M -$90.7K -158 -1%
FCM
1121
Fairbanks Capital Management
California
$6.35M -$34.5K -60 -0.5%
MT
1122
Midwest Trust
Kansas
$6.35M +$61.4K +107 +1%
AAM
1123
Azzad Asset Management
Virginia
$6.35M +$102K +177 +2%
CIP
1124
Capital Insight Partners
Arizona
$6.34M -$411K -716 -6%
BCFD
1125
Boit C.F. David
$6.34M – – –
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