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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1701
Archer Investment Corporation
Indiana
$1.64M -$5.92K -13 -0.3%
EFG
1702
Everhart Financial Group
Ohio
$1.64M +$183K +402 +12%
FNT
1703
First National Trust
Pennsylvania
$1.63M +$911 +2 +0.1%
B
1704
Bailard
California
$1.63M -$26.9K -59 -2%
RA
1705
Ransom Advisory
Rhode Island
$1.63M -$7.29K -16 -0.4%
FFO
1706
Fiduciary Family Office
Florida
$1.62M -$105K -230 -6%
BFA
1707
Beaumont Financial Advisors
Massachusetts
$1.61M +$29.6K +65 +2%
HCM
1708
HMS Capital Management
Tennessee
$1.61M +$120K +263 +8%
CWP
1709
Curated Wealth Partners
California
$1.61M +$1.66M +3,644 New
CFO
1710
CVA Family Office
Colorado
$1.6M +$15K +33 +0.9%
WIM
1711
Waverton Investment Management
United Kingdom
$1.59M +$828K +1,818 +102%
HAI
1712
Hennessy Advisors Inc
California
$1.59M – – –
CA
1713
Claro Advisors
Massachusetts
$1.58M +$32.3K +71 +2%
PFGIA
1714
Patriot Financial Group Insurance Agency
Massachusetts
$1.58M +$157K +345 +11%
CCB
1715
Cutter & Co Brokerage
Missouri
$1.58M +$231K +507 +17%
SFG
1716
Synergy Financial Group
California
$1.58M -$96.6K -212 -6%
EFA
1717
Evernest Financial Advisors
Indiana
$1.56M +$25.1K +55 +2%
CIA
1718
Cape Investment Advisory
Georgia
$1.56M -$20K -44 -1%
RZH
1719
Relyea Zuckerberg Hanson
Connecticut
$1.56M +$41K +90 +3%
EWM
1720
Empirical Wealth Management
Washington
$1.55M +$507K +1,114 +47%
SFP
1721
Shepherd Financial Partners
Massachusetts
$1.55M +$9.57K +21 +0.6%
HP
1722
Hilltop Partners
Indiana
$1.54M +$245K +537 +18%
ACMA
1723
Arbor Capital Management (Alaska)
Alaska
$1.53M -$103K -227 -6%
WA
1724
WBH Advisory
Maryland
$1.53M -$22.8K -50 -1%
OWG
1725
Oxford Wealth Group
Florida
$1.52M +$559K +1,227 +55%
67 68
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70 71