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Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
1401
Deane Retirement Strategies
Louisiana
$1.83M +$22.9K +63 +1%
WAM
1402
Weatherly Asset Management
California
$1.83M +$74.5K +205 +4%
KIA
1403
KCM Investment Advisors
California
$1.83M +$223K +615 +14%
CWM
1404
Catalyst Wealth Management
Georgia
$1.82M +$53.8K +148 +3%
GPA
1405
Garrison Point Advisors
California
$1.82M -$5.45K -15 -0.3%
BLAM
1406
Bourne Lent Asset Management
New York
$1.82M – – –
SCA
1407
STALEY CAPITAL ADVISERS
Pennsylvania
$1.81M +$493K +1,357 +37%
BW
1408
Bison Wealth
Georgia
$1.8M -$9.81K -27 -0.6%
MTC
1409
McDaniel Terry & Co
Texas
$1.79M -$33.4K -92 -2%
VT
1410
Vise Technologies
New York
$1.79M +$339K +932 +23%
BWP
1411
BSW Wealth Partners
Colorado
$1.79M -$22.2K -61 -1%
PWP
1412
Principle Wealth Partners
Connecticut
$1.78M +$363 +1 +0%
EWS
1413
Evergreen Wealth Solutions
Pennsylvania
$1.78M -$63.2K -174 -3%
CC
1414
Cipher Capital
New York
$1.78M +$1.78M +4,891 New
WBC
1415
West Branch Capital
Massachusetts
$1.78M -$6.54K -18 -0.4%
TCOT
1416
Trust Company of Toledo
Ohio
$1.77M +$763K +2,100 +76%
HI
1417
Handelsinvest Investeringsforvaltning
Denmark
$1.77M -$1M -2,758 -36%
AP
1418
Appleton Partners
Massachusetts
$1.75M -$49.4K -136 -3%
CWM
1419
Chemistry Wealth Management
New York
$1.75M +$28.7K +79 +2%
WAP
1420
Wealthcare Advisory Partners
Pennsylvania
$1.74M +$125K +343 +8%
CWM
1421
Congress Wealth Management
Massachusetts
$1.73M -$363K -1,000 -17%
HL
1422
HeadInvest LLC
Maine
$1.73M -$20.3K -56 -1%
PA
1423
PFG Advisors
Arizona
$1.73M +$51.2K +141 +3%
OCM
1424
Orleans Capital Management
Louisiana
$1.73M -$9.08K -25 -0.5%
HAI
1425
Hennessy Advisors Inc
California
$1.73M +$349K +961 +25%
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