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Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1701
Alpha Cubed Investments
California
$2.13M -$332K -610 -14%
PA
1702
Prossimo Advisors
California
$2.12M +$3.81K +7 +0.2%
BC
1703
Burney Company
Virginia
$2.12M -$27.2K -50 -1%
HWA
1704
HCR Wealth Advisors
California
$2.11M -$24.5K -45 -1%
CA
1705
Claro Advisors
Massachusetts
$2.1M -$43K -79 -2%
PIA
1706
Pollock Investment Advisors
Michigan
$2.1M – – –
CCA
1707
Cobblestone Capital Advisors
New York
$2.1M -$99.6K -183 -5%
MKA
1708
M. Kulyk & Associates
Georgia
$2.1M -$100K -184 -5%
CFO
1709
CVA Family Office
Colorado
$2.09M +$44.6K +82 +2%
4WM
1710
44 Wealth Management
Oregon
$2.09M +$58.8K +108 +3%
GCGDR
1711
Geo Capital Gestora de Recursos
Brazil
$2.09M -$176K -323 -8%
PA
1712
PFG Advisors
Arizona
$2.08M +$329K +604 +19%
MRG
1713
Milestone Resources Group
British Virgin Islands
$2.08M – – –
PFGIA
1714
Patriot Financial Group Insurance Agency
Massachusetts
$2.08M +$359K +660 +21%
SSWM
1715
Strait & Sound Wealth Management
California
$2.07M +$28.3K +52 +1%
LFA
1716
Legacy Financial Advisors
Kentucky
$2.07M -$78.4K -144 -4%
SFP
1717
Shepherd Financial Partners
Massachusetts
$2.07M +$103K +189 +5%
RA
1718
RiverPark Advisors
New York
$2.07M -$2.22M -4,085 -52%
AF
1719
Arrow Financial
New York
$2.07M -$29.9K -55 -1%
RZH
1720
Relyea Zuckerberg Hanson
Connecticut
$2.07M +$46.3K +85 +2%
HAG
1721
HF Advisory Group
Maryland
$2.06M +$19.6K +36 +1%
JWCA
1722
J.W. Coons Advisors
Ohio
$2.06M – – –
CC
1723
Copperleaf Capital
North Carolina
$2.05M -$49K -90 -2%
CWP
1724
Curated Wealth Partners
California
$2.05M +$45.2K +83 +2%
V
1725
VeraBank
Texas
$2.04M -$10.9K -20 -0.5%
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