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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1526
Trifecta Capital Advisors
Illinois
$5.99M +$5.65M +11,613 +4,333%
CAMV
1527
Concord Asset Management (Virginia)
Virginia
$5.98M +$777K +1,599 +16%
AL
1528
Aspiriant LLC
California
$5.97M -$740K -1,523 -11%
CPC
1529
Consolidated Planning Corp
Georgia
$5.95M +$295K +607 +5%
DWP
1530
Daymark Wealth Partners
Ohio
$5.92M +$655K +1,347 +13%
FFA
1531
Fragasso Financial Advisors
Pennsylvania
$5.92M +$4.6M +9,467 +416%
C
1532
Certuity
Florida
$5.91M +$646K +1,329 +13%
SFP
1533
Shepherd Financial Partners
Massachusetts
$5.91M +$7.78K +16 +0.1%
WG
1534
Winton Group
United Kingdom
$5.9M -$506K -1,041 -8%
AWCI
1535
Alpine Woods Capital Investors
New York
$5.88M +$325K +669 +6%
LWANC
1536
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.88M -$226K -465 -4%
HWM
1537
Hohimer Wealth Management
Washington
$5.88M +$5.67M +11,656 New
AT
1538
Arden Trust
Delaware
$5.86M -$78.7K -162 -1%
BIG
1539
Boothe Investment Group
Delaware
$5.85M +$768K +1,580 +16%
MIA
1540
MainStreet Investment Advisors
Illinois
$5.84M +$597K +1,228 +12%
YIH
1541
Y-Intercept (HK)
Hong Kong
$5.84M -$191K -392 -3%
OC
1542
Oakmont Corp
California
$5.83M +$5.62M +11,571 New
RWB
1543
RMR Wealth Builders
New Jersey
$5.83M +$231K +475 +4%
WA
1544
Wealth Alliance
New York
$5.83M -$527K -1,084 -9%
WE
1545
Wealth Effects
Massachusetts
$5.83M +$26.7K +55 +0.5%
MIM
1546
Marco Investment Management
Georgia
$5.81M +$61.7K +127 +1%
AC
1547
Aristides Capital
Kentucky
$5.8M -$97.2K -200 -2%
TF
1548
Trek Financial
Arizona
$5.8M -$10.6M -21,776 -65%
MCA
1549
Millennium Capital Advisors
Arkansas
$5.77M +$3.89K +8 +0.1%
MAM
1550
Mystic Asset Management
Rhode Island
$5.77M -$34K -70 -0.6%
60 61
62
63 64