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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1351
Smithfield Trust
Pennsylvania
$4.08M -$299K -550 -7%
UF
1352
Univest Financial
Pennsylvania
$4.08M +$1.88M +3,452 +87%
AAP
1353
Arax Advisory Partners
Colorado
$4.07M -$629K -1,155 -13%
PDL
1354
Portfolio Design Labs
California
$4.06M -$1.6M -2,934 -28%
FFA
1355
Fairfield Financial Advisors
Massachusetts
$4.05M -$12.5K -23 -0.3%
CCM
1356
Cohen Capital Management
California
$4.04M – – –
FFAM
1357
Forge First Asset Management
Canada
$4M – – –
WP
1358
WealthPLAN Partners
Nebraska
$3.96M -$133K -245 -3%
KA
1359
Klingman & Associates
New York
$3.95M -$12K -22 -0.3%
PWAM
1360
Papamarkou Wellner Asset Management
New York
$3.95M -$97.4K -179 -2%
TCA
1361
Transcend Capital Advisors
New Jersey
$3.94M +$611K +1,122 +18%
UBG
1362
United Bank (Georgia)
Georgia
$3.93M +$246K +451 +7%
IFG
1363
Independent Financial Group
California
$3.92M +$261K +480 +7%
PHM
1364
Prospect Hill Management
New Jersey
$3.92M – – –
CWM
1365
Circle Wealth Management
New Jersey
$3.92M -$11.4K -21 -0.3%
SAI
1366
Savvy Advisors Inc
New York
$3.91M +$661K +1,214 +20%
VAS
1367
Vestmark Advisory Solutions
Massachusetts
$3.91M +$1.43M +2,630 +58%
LA
1368
LVW Advisors
New York
$3.91M +$108K +199 +3%
KC
1369
Katamaran Capital
United Kingdom
$3.9M +$2.36M +4,338 +156%
OCM
1370
Orleans Capital Management
Louisiana
$3.89M +$31K +57 +0.8%
HDA
1371
Harold Davidson & Associates
California
$3.88M -$26.7K -49 -0.7%
GTAM
1372
Global Trust Asset Management
Florida
$3.87M -$367K -675 -9%
ST
1373
Spinnaker Trust
Maine
$3.87M +$114K +210 +3%
GS
1374
GWN Securities
Florida
$3.86M +$2.22M +4,081 +149%
VFM
1375
Viking Fund Management
North Dakota
$3.84M – – –
53 54
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56 57