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Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1326
Global Trust Asset Management
Florida
$4.21M -$21.8K -38 -0.5%
CCM
1327
Cohen Capital Management
California
$4.18M -$11.5K -20 -0.3%
GWM
1328
Gibbs Wealth Management
Georgia
$4.17M -$752K -1,310 -15%
IFG
1329
Independent Financial Group
California
$4.15M +$165K +287 +4%
MCM
1330
MV Capital Management
Maryland
$4.15M +$310K +540 +8%
CWM
1331
Circle Wealth Management
New Jersey
$4.15M +$87.3K +152 +2%
DIA
1332
Dana Investment Advisors
Wisconsin
$4.14M -$683K -1,190 -14%
HCM
1333
Howland Capital Management
Massachusetts
$4.13M +$364K +633 +10%
SW
1334
SteelPeak Wealth
California
$4.12M +$1.68M +2,925 +68%
JCM
1335
Jacobi Capital Management
Pennsylvania
$4.11M +$5.74K +10 +0.1%
CGA
1336
Channing Global Advisors
Florida
$4.11M -$991K -1,725 -19%
CSP
1337
Cary Street Partners
Virginia
$4.1M +$130K +227 +3%
PCS
1338
Personal CFO Solutions
New Jersey
$4.1M -$57.4K -100 -1%
TWP
1339
Tyche Wealth Partners
Texas
$4.09M – – –
ST
1340
Spinnaker Trust
Maine
$4.08M – – –
TCM
1341
Twin Capital Management
Pennsylvania
$4.07M +$1.17M +2,034 +40%
PHM
1342
Prospect Hill Management
New Jersey
$4.07M – – –
FFA
1343
Fairfield Financial Advisors
Massachusetts
$4.06M -$126K -219 -3%
TCA
1344
Transcend Capital Advisors
New Jersey
$4.06M +$192K +334 +5%
BEC
1345
Blue Edge Capital
Virginia
$4.03M -$205K -357 -5%
HDA
1346
Harold Davidson & Associates
California
$4.03M +$1.49M +2,586 +58%
OIS
1347
Okabena Investment Services
Minnesota
$4.01M +$535K +932 +15%
PWAM
1348
Papamarkou Wellner Asset Management
New York
$4.01M – – –
HBW
1349
Hazlett, Burt & Watson
West Virginia
$4M -$42.5K -74 -1%
SC
1350
Sawyer & Company
Massachusetts
$4M -$27K -47 -0.7%
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