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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1401
Circle Wealth Management
New Jersey
$1.4M -$24.5K -209 -2%
STA
1402
Summit Trail Advisors
New York
$1.4M -$106K -903 -7%
EWA
1403
EverSource Wealth Advisors
Alabama
$1.4M +$509K +4,331 +59%
EGVF
1404
ESA Global Value Fund
Cayman Islands
$1.4M – – –
FWM
1405
Focused Wealth Management
New York
$1.39M -$381K -3,247 -22%
MF
1406
Manchester Financial
California
$1.39M +$24.2K +206 +2%
GCS
1407
Gordian Capital (Singapore)
Singapore
$1.39M -$83.4K -710 -6%
SP
1408
SWS Partners
Ohio
$1.38M +$507K +4,321 +60%
MAM
1409
Mystic Asset Management
Rhode Island
$1.38M +$95.1K +810 +8%
CAAS
1410
Capital Asset Advisory Services
Michigan
$1.38M +$256K +2,177 +24%
SWM
1411
SeaCrest Wealth Management
New York
$1.38M -$46.6K -397 -3%
DACG
1412
Donor Advised Charitable Giving
California
$1.37M – – –
AAM
1413
AR Asset Management
California
$1.36M -$218K -1,855 -14%
WFM
1414
Wolff Financial Management
Michigan
$1.36M +$102K +866 +8%
OSNBOA
1415
Old Second National Bank of Aurora
Illinois
$1.36M -$170K -1,450 -11%
BAM
1416
Byrne Asset Management
New Jersey
$1.35M +$174K +1,482 +15%
FF
1417
Fluent Financial
Texas
$1.35M +$25.7K +219 +2%
GCMG
1418
Gyroscope Capital Management Group
Florida
$1.35M +$197K +1,678 +18%
VWA
1419
Visionary Wealth Advisors
Illinois
$1.34M +$105K +896 +9%
CWA
1420
Clarity Wealth Advisors
California
$1.34M +$71.7K +611 +6%
PA
1421
Procyon Advisors
Connecticut
$1.34M +$24.9K +212 +2%
VFO
1422
Virtus Family Office
Texas
$1.34M +$573K +4,879 +78%
EWM
1423
Elite Wealth Management
Washington
$1.34M +$203K +1,730 +18%
KIA
1424
Knollwood Investment Advisory
Maryland
$1.34M +$1.3M +11,097 New
NHC
1425
Nicholas Hoffman & Company
Georgia
$1.33M -$1.29K -11 -0.1%
55 56
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