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Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1626
Relyea Zuckerberg Hanson
Connecticut
$1.33M +$13.2K +33 +1%
ISWM
1627
Independent Solutions Wealth Management
New York
$1.33M +$176K +439 +15%
SMA
1628
Sage Mountain Advisors
Georgia
$1.32M +$155K +386 +13%
KFP
1629
KB Financial Partners
New Jersey
$1.32M -$10K -25 -0.7%
CG
1630
Cutler Group
California
$1.31M +$936K +2,331 +235%
WAS
1631
Winch Advisory Services
Wisconsin
$1.31M -$58.2K -145 -4%
CA
1632
Claro Advisors
Massachusetts
$1.31M +$84.7K +211 +7%
BIP
1633
Blueprint Investment Partners
North Carolina
$1.31M +$104K +259 +8%
EFI
1634
EHP Funds Inc
Canada
$1.31M -$1.04M -2,580 -44%
UCB
1635
United Community Bank
South Carolina
$1.3M – – –
PSP
1636
Principal Street Partners
Tennessee
$1.3M -$30.1K -75 -2%
MIA
1637
MainStreet Investment Advisors
Illinois
$1.29M -$173K -432 -12%
BCA
1638
Bay Colony Advisors
Massachusetts
$1.29M -$4.01K -10 -0.3%
BCM
1639
Buckhead Capital Management
Georgia
$1.29M – – –
OBWG
1640
Onyx Bridge Wealth Group
New York
$1.29M +$49K +122 +4%
FNBSF
1641
First National Bank Sioux Falls
South Dakota
$1.29M – – –
MC
1642
Middleton & Co
Massachusetts
$1.29M – – –
RWP
1643
RWA Wealth Partners
Massachusetts
$1.28M +$232K +577 +22%
NP
1644
Nilsine Partners
Colorado
$1.28M +$1.61K +4 +0.1%
CF
1645
Copperwynd Financial
Arizona
$1.28M -$34.1K -85 -3%
4WM
1646
4J Wealth Management
Virginia
$1.28M -$20.1K -50 -2%
CSPIA
1647
Cary Street Partners Investment Advisory
Virginia
$1.28M +$132K +330 +11%
ECG
1648
Edge Capital Group
Georgia
$1.28M -$440K -1,096 -25%
FHC
1649
First Heartland Consultants
Missouri
$1.27M -$138K -344 -10%
CWAG
1650
Compton Wealth Advisory Group
Virginia
$1.27M – – –
64 65
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