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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1326
Mission Wealth Management
California
$2.16M +$20K +55 +0.9%
CIM
1327
Caldwell Investment Management
Ontario, Canada
$2.16M +$2.16M +5,938 New
PCS
1328
Personal CFO Solutions
New Jersey
$2.15M -$26.5K -73 -1%
JSC
1329
Jackson Square Capital
California
$2.14M -$15.3K -42 -0.7%
IIA
1330
IPG Investment Advisors
California
$2.14M -$98.1K -270 -4%
JHP
1331
James Hambro & Partners
United Kingdom
$2.14M +$90.4K +249 +4%
OL
1332
Optas LLC
Texas
$2.14M -$172K -474 -7%
ATPW
1333
Ashton Thomas Private Wealth
Arizona
$2.13M -$2.91K -8 -0.1%
WLPWM
1334
Walled Lake Planning & Wealth Management
Illinois
$2.13M +$2.13M +5,865 New
GCP
1335
GSA Capital Partners
United Kingdom
$2.13M +$1.77M +4,873 +491%
FGA
1336
Fortis Group Advisors
New Jersey
$2.13M +$2.04M +5,605 New
DCM
1337
Dudley Capital Management
Virginia
$2.13M -$1.82K -5 -0.1%
CA
1338
Continuum Advisory
Idaho
$2.12M -$180K -496 -8%
BTI
1339
Blue Trust Inc
Georgia
$2.11M -$487K -1,342 -18%
MCM
1340
Manchester Capital Management
Vermont
$2.1M +$268K +737 +15%
SCA
1341
Sander Capital Advisors
Washington
$2.1M – – –
KIC
1342
Kensington Investment Counsel
California
$2.1M -$23.6K -65 -1%
GBT
1343
Grove Bank & Trust
Florida
$2.1M +$4K +11 +0.2%
LSPW
1344
Lake Street Private Wealth
Illinois
$2.09M -$21.4K -59 -1%
VFA
1345
Voya Financial Advisors
Connecticut
$2.08M -$874K -2,407 -29%
GCM
1346
Graham Capital Management
Connecticut
$2.07M +$2.07M +5,708 New
IPW
1347
Inlet Private Wealth
Florida
$2.07M – – –
PA
1348
Procyon Advisors
Connecticut
$2.06M +$180K +495 +10%
LA
1349
Legacy Advisors
Pennsylvania
$2.06M +$179K +494 +10%
MSS
1350
Mitchell Sinkler & Starr
Pennsylvania
$2.05M +$412K +1,134 +25%
52 53
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