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Name Holding Trade Value Shares
Change 		Change in
Stake
SSI
1376
Scott & Selber Inc
Texas
$1.98M +$346 +1 +0%
CFG
1377
Citizens Financial Group
Rhode Island
$1.98M +$62.7M +181,432 +2,861%
KLI
1378
Kelman-Lazarov Inc
Tennessee
$1.97M – – –
CAAS
1379
Capital Asset Advisory Services
Michigan
$1.97M +$352K +1,019 +23%
PCM
1380
Princeton Capital Management
New Jersey
$1.96M – – –
SFA
1381
Sequoia Financial Advisors
Ohio
$1.95M +$1.24M +3,576 +194%
GLA
1382
Good Life Advisors
Pennsylvania
$1.95M +$692 +2 +0%
CC
1383
Capital Counsel
New York
$1.95M +$4.15K +12 +0.2%
QPW
1384
Quantum Private Wealth
Florida
$1.94M +$1.87M +5,403 New
WBC
1385
West Branch Capital
Massachusetts
$1.94M +$150K +435 +9%
ARMT
1386
Amica Retiree Medical Trust
Rhode Island
$1.93M +$348K +1,007 +23%
PWPS
1387
Pinnacle Wealth Planning Services
Ohio
$1.91M -$75K -217 -4%
FMLI
1388
Fukoku Mutual Life Insurance
Japan
$1.91M +$69.2K +200 +4%
AP
1389
Appleton Partners
Massachusetts
$1.91M – – –
PSP
1390
Principal Street Partners
Tennessee
$1.9M +$230K +666 +14%
MSFS
1391
Main Street Financial Solutions
Pennsylvania
$1.9M +$310K +896 +20%
PWP
1392
Pursue Wealth Partners
California
$1.89M +$1.82M +5,270 New
HCM
1393
Howland Capital Management
Massachusetts
$1.89M +$16.6K +48 +0.9%
FAIM
1394
Financial Advocates Investment Management
Washington
$1.89M +$27.3K +79 +2%
MGIA
1395
Moneta Group Investment Advisors
Missouri
$1.89M +$156K +451 +9%
CWM
1396
Cornerstone Wealth Management
Missouri
$1.88M +$137K +397 +8%
DWM
1397
Doyle Wealth Management
Florida
$1.88M +$20.1K +58 +1%
PCA
1398
Pallas Capital Advisors
Massachusetts
$1.88M -$70.9K -205 -4%
IFAM
1399
Institutional & Family Asset Management
Colorado
$1.88M – – –
PFGIA
1400
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M -$977K -2,826 -35%
54 55
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