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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1551
CIM Investment Management
Pennsylvania
$1.14M -$18.2K -103 -2%
CA
1552
Clearstead Advisors
Ohio
$1.14M +$38.9K +220 +4%
MMM
1553
Mendel Money Management
Illinois
$1.14M +$1.14M +6,445 New
DAS
1554
Dynamic Advisor Solutions
Arizona
$1.13M +$139K +789 +14%
OWD
1555
Osborn Williams & Donohoe
Ohio
$1.13M -$4.42K -25 -0.4%
MIA
1556
MainStreet Investment Advisors
Illinois
$1.12M +$1.12M +6,354 New
EWM
1557
Evermay Wealth Management
Virginia
$1.12M +$1.12M +6,342 New
DBG
1558
De Burlo Group
Massachusetts
$1.11M -$8.22M -46,500 -88%
RG
1559
Rikoon Group
New Mexico
$1.1M +$68.9K +390 +7%
AIP
1560
Ahrens Investment Partners
Louisiana
$1.1M +$26.5K +150 +2%
KJWM
1561
Kiley Juergens Wealth Management
Washington
$1.1M +$1.1M +6,239 New
APP
1562
Avantax Planning Partners
Iowa
$1.1M -$157K -889 -12%
DWM
1563
Destination Wealth Management
California
$1.1M +$113K +638 +11%
SWP
1564
Strategic Wealth Partners
Ohio
$1.1M +$1.08M +6,124 New
CA
1565
Cynosure Advisors
Utah
$1.09M +$1.1M +6,200 New
IUHSA
1566
Itau Unibanco Holding S.A.
Brazil
$1.09M +$544K +3,080 +100%
CWM
1567
Circle Wealth Management
New Jersey
$1.08M -$4.77K -27 -0.4%
CA
1568
Cambridge Advisors
Nebraska
$1.07M -$19.3K -109 -2%
SAM
1569
Seelaus Asset Management
New Jersey
$1.07M +$1.07M +6,080 New
JFA
1570
JNBA Financial Advisors
Minnesota
$1.07M – – –
AWA
1571
AmeriServ Wealth Advisors
Pennsylvania
$1.07M +$1.07M +6,033 New
PCIA
1572
Prime Capital Investment Advisors
Kansas
$1.07M +$1.07M +6,050 New
SBSB
1573
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.07M +$46.8K +265 +5%
BMC
1574
Benin Management Corp
Connecticut
$1.06M +$261K +1,475 +32%
EC
1575
Estate Counselors
Wisconsin
$1.06M +$1.06M +6,000 New
61 62
63
64 65