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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1576
Canopy Partners
Ohio
$2.43M -$26.9K -51 -1%
TPI
1577
Trust Point Inc
Wisconsin
$2.41M -$84.3K -160 -3%
BWP
1578
Balboa Wealth Partners
Arizona
$2.41M -$77.4K -147 -3%
HL
1579
HeadInvest LLC
Maine
$2.4M -$19.5K -37 -0.8%
TTIC
1580
Tower Trust & Investment Company
Iowa
$2.4M -$22.6K -43 -0.9%
AWM
1581
Able Wealth Management
New Jersey
$2.39M -$34.2K -65 -1%
PMG
1582
ProVise Management Group
Florida
$2.39M -$150K -284 -6%
QPW
1583
Quantum Private Wealth
Florida
$2.39M – – –
MGWM
1584
Marks Group Wealth Management
Minnesota
$2.39M +$217K +412 +9%
SWA
1585
Stratos Wealth Advisors
Ohio
$2.38M +$45.3K +86 +2%
OCM
1586
Orleans Capital Management
Louisiana
$2.38M +$79K +150 +3%
EPW
1587
Evolve Private Wealth
California
$2.37M +$264K +501 +12%
SL
1588
SFM LLC
New Hampshire
$2.37M -$11.6K -22 -0.5%
CWM
1589
Chemistry Wealth Management
New York
$2.37M -$6.85K -13 -0.3%
CCM
1590
Chilton Capital Management
Texas
$2.37M +$27.4K +52 +1%
YIA
1591
YHB Investment Advisors
Connecticut
$2.37M +$324K +615 +15%
BG
1592
Bahl & Gaynor
Ohio
$2.36M -$1.64M -3,120 -40%
TC
1593
TFR Capital
Texas
$2.36M +$118K +224 +5%
SWA
1594
Sax Wealth Advisors
New Jersey
$2.36M -$199K -377 -8%
PFA
1595
Peak Financial Advisors
Colorado
$2.35M -$75.8K -144 -3%
FMTC
1596
Farmers & Merchants Trust Company
California
$2.35M +$106K +201 +4%
EWS
1597
Evergreen Wealth Solutions
Pennsylvania
$2.35M +$1.34M +2,551 +119%
CA
1598
Cannon Advisors
North Carolina
$2.34M +$12.1K +23 +0.5%
AMCA
1599
Arthur M. Cohen & Associates
Illinois
$2.34M – – –
AF
1600
AGP Franklin
Tennessee
$2.33M +$221K +420 +10%
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