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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1726
Lantern Wealth Advisors
New York
$1.85M +$29K +55 +2%
LIA
1727
Limestone Investment Advisors
New York
$1.84M +$1.32M +2,502 +212%
SCS Capital Management
1728
SCS Capital Management
Massachusetts
$1.84M +$235K +446 +14%
SSWM
1729
Strait & Sound Wealth Management
California
$1.84M -$2.63K -5 -0.1%
SFP
1730
Shepherd Financial Partners
Massachusetts
$1.84M -$23.7K -45 -1%
AOWM
1731
Asset One Wealth Management
Washington
$1.83M +$559K +1,061 +42%
CPL
1732
Capital & Planning LLC
Georgia
$1.83M +$1.93M +3,670 New
VIA
1733
Virtus Investment Advisers
Connecticut
$1.82M +$145K +275 +8%
JSC
1734
Jackson Square Capital
California
$1.81M -$2.77M -5,264 -59%
HAS
1735
HBW Advisory Services
California
$1.8M -$91.1K -173 -5%
Valmark Advisers
1736
Valmark Advisers
Ohio
$1.8M -$51.6K -98 -3%
EGM
1737
Encore Global Management
Texas
$1.8M +$1.9M +3,600 New
MCM
1738
Militia Capital Management
Texas
$1.8M +$1.9M +3,600 New
CCFM
1739
Clear Creek Financial Management
Washington
$1.8M +$84.3K +160 +5%
GWS
1740
Greykasell Wealth Strategies
California
$1.8M -$111K -210 -6%
MCM
1741
Manchester Capital Management
Vermont
$1.79M -$143K -271 -7%
ESB
1742
Essex Savings Bank
Connecticut
$1.78M -$447K -848 -19%
RBA
1743
Richard Bernstein Advisors
New York
$1.78M – – –
RZH
1744
Relyea Zuckerberg Hanson
Connecticut
$1.78M -$71.6K -136 -4%
WCM
1745
Weaver Capital Management
Georgia
$1.77M +$68.5K +130 +4%
WP
1746
WealthPLAN Partners
Nebraska
$1.77M -$755K -1,434 -29%
AF
1747
Arrow Financial
New York
$1.76M +$43.2K +82 +2%
First National Trust
1748
First National Trust
Pennsylvania
$1.76M -$10.5K -20 -0.6%
Burney Company
1749
Burney Company
Virginia
$1.74M -$1.38M -2,619 -43%
MAG
1750
Meadowbrook Advisors Group
New Jersey
$1.74M -$15.8K -30 -0.9%