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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1676
Almanack Investment Partners
Pennsylvania
$851K +$8.36K +23 +0.9%
WA
1677
WESPAC Advisors
California
$849K +$511K +1,406 +136%
WAG
1678
Winthrop Advisory Group
Massachusetts
$847K -$31.6K -87 -3%
MGAM
1679
McGowan Group Asset Management
Texas
$847K -$727 -2 -0.1%
CBFP
1680
Cedar Brook Financial Partners
Ohio
$846K +$120K +331 +16%
NC
1681
NinePointTwo Capital
California
$844K – – –
RSWM
1682
Robertson Stephens Wealth Management
California
$844K +$6.54K +18 +0.7%
LIA
1683
LBMC Investment Advisors
Tennessee
$843K -$227K -624 -26%
GDP
1684
Great Diamond Partners
Maine
$843K +$178K +490 +25%
IIM
1685
Ipswich Investment Management
Massachusetts
$841K -$29.1K -80 -3%
MS
1686
Mizuho Securities
Japan
$839K -$895K -2,461 -50%
MGWM
1687
Marks Group Wealth Management
Minnesota
$839K +$878K +2,415 New
HCM
1688
Horiko Capital Management
New York
$838K – – –
SCM
1689
Schnieders Capital Management
California
$837K +$34.5K +95 +4%
EWA
1690
Encompass Wealth Advisors
Oregon
$836K -$309K -850 -26%
CCM
1691
Compton Capital Management
Rhode Island
$836K +$593K +1,630 +210%
RA
1692
RFG Advisory
Alabama
$834K +$15.3K +42 +2%
GWSG
1693
GPS Wealth Strategies Group
Colorado
$834K +$33.8K +93 +4%
PTC
1694
Provident Trust Company
Wisconsin
$831K – – –
LWAM
1695
Legacy Wealth Asset Management
Minnesota
$831K +$14.5K +40 +2%
VWM
1696
Venturi Wealth Management
Texas
$830K +$94.9K +261 +12%
CB
1697
Cadence Bank
Mississippi
$829K +$6.91K +19 +0.8%
NQWM
1698
Northwest Quadrant Wealth Management
Oregon
$828K +$727 +2 +0.1%
FC
1699
Financial Consulate
Maryland
$826K +$17.8K +49 +2%
EP
1700
Eudaimonia Partners
Tennessee
$826K +$36.4K +100 +4%
66 67
68
69 70