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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1401
Wedgewood Investors
Pennsylvania
$1.82M – – –
SFG
1402
Sovereign Financial Group
Connecticut
$1.82M +$11.9K +33 +0.7%
PCA
1403
Pallas Capital Advisors
Massachusetts
$1.81M -$79.4K -221 -4%
LNB
1404
Ledyard National Bank
$1.81M -$32.4K -90 -2%
WANY
1405
Wealthspire Advisors (New York)
New York
$1.81M -$1.82M -5,052 -50%
BHB
1406
Bank Hapoalim BM
Israel
$1.8M -$268K -745 -13%
GPA
1407
Garrison Point Advisors
California
$1.8M +$11.5K +32 +0.6%
RWP
1408
Revolve Wealth Partners
New Jersey
$1.8M +$18K +50 +1%
SF
1409
Summit Financial
New Jersey
$1.79M +$94.5K +263 +6%
IAIM
1410
International Assets Investment Management
Florida
$1.79M -$41K -114 -2%
PA
1411
Procyon Advisors
Connecticut
$1.79M +$13.7K +38 +0.8%
BLAM
1412
Bourne Lent Asset Management
New York
$1.79M – – –
AWM
1413
Aevitas Wealth Management
Massachusetts
$1.78M +$29.5K +82 +2%
WAS
1414
Winch Advisory Services
Wisconsin
$1.78M -$52.8K -147 -3%
MTC
1415
McDaniel Terry & Co
Texas
$1.76M -$211K -586 -11%
MMA
1416
Miracle Mile Advisors
California
$1.76M -$466K -1,297 -21%
FUBT
1417
First United Bank & Trust
Maryland
$1.75M -$52.1K -145 -3%
HA
1418
Harfst & Associates
Wyoming
$1.75M +$106K +296 +6%
MFGM
1419
Marshall Financial Group (Maryland)
Maryland
$1.75M -$113K -313 -6%
BFG
1420
Beacon Financial Group
Texas
$1.75M -$11.5K -32 -0.7%
IWS
1421
Insight Wealth Strategies
California
$1.74M +$63.3K +176 +4%
MIA
1422
MainStreet Investment Advisors
Illinois
$1.74M -$116K -324 -6%
MWM
1423
Modera Wealth Management
New Jersey
$1.74M -$2.12M -5,902 -55%
PWP
1424
Principle Wealth Partners
Connecticut
$1.73M +$3.6K +10 +0.2%
RI
1425
Redwood Investments
Massachusetts
$1.73M -$1.98M -5,519 -53%
55 56
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