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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1676
J.W. Cole Advisors
Florida
$1.79M +$204K +446 +14%
FFM
1677
Forum Financial Management
Illinois
$1.79M +$914 +2 +0.1%
IGGA
1678
Iron Gate Global Advisors
Utah
$1.79M -$50.7K -111 -3%
SSWM
1679
Strait & Sound Wealth Management
California
$1.79M +$5.49K +12 +0.3%
RA
1680
Ransom Advisory
Rhode Island
$1.78M +$1.69M +3,700 New
FNT
1681
First National Trust
Pennsylvania
$1.78M +$18.7K +41 +1%
SMA
1682
Sage Mountain Advisors
Georgia
$1.77M +$64.9K +142 +4%
APWM
1683
Atlas Private Wealth Management
New York
$1.77M +$137K +299 +9%
EFS
1684
Essex Financial Services
Connecticut
$1.76M +$177K +387 +12%
RSWM
1685
Robertson Stephens Wealth Management
California
$1.76M +$821K +1,795 +96%
GF
1686
Gries Financial
Ohio
$1.75M +$1.66M +3,639 New
GWM
1687
Gibbs Wealth Management
Georgia
$1.74M +$1.65M +3,606 New
HAI
1688
Hennessy Advisors Inc
California
$1.73M -$91.4K -200 -5%
GC
1689
Gratus Capital
Georgia
$1.73M +$1.38M +3,025 +532%
BFA
1690
Beaumont Financial Advisors
Massachusetts
$1.73M +$4.57K +10 +0.3%
CFO
1691
CVA Family Office
Colorado
$1.73M +$2.29K +5 +0.1%
EI
1692
Ellevest Inc
New York
$1.73M +$254K +556 +18%
CIA
1693
Cape Investment Advisory
Georgia
$1.72M -$240K -526 -13%
BMCM
1694
Burns Matteson Capital Management
New York
$1.71M -$86.9K -190 -5%
CA
1695
Claro Advisors
Massachusetts
$1.7M +$72.2K +158 +5%
MC
1696
Machina Capital
France
$1.69M +$1.01M +2,204 +168%
WA
1697
WBH Advisory
Maryland
$1.69M +$917K +2,005 +133%
WAG
1698
Wallace Advisory Group
California
$1.69M -$32.9K -72 -2%
ACMA
1699
Arbor Capital Management (Alaska)
Alaska
$1.68M -$285K -623 -14%
SFP
1700
Shepherd Financial Partners
Massachusetts
$1.68M -$34.7K -76 -2%
66 67
68
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