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Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1601
Avidian Wealth Enterprises
Texas
$1.22M +$240K +1,262 +23%
JHCP
1602
Jackson Hole Capital Partners
Oklahoma
$1.21M +$114K +600 +10%
WA
1603
WBH Advisory
Maryland
$1.2M -$4.75K -25 -0.4%
BCM
1604
Boltwood Capital Management
California
$1.2M -$2.47K -13 -0.2%
EGA
1605
E&G Advisors
Texas
$1.2M – – –
BDF
1606
Black Diamond Financial
Maryland
$1.2M +$1.28M +6,729 New
RG
1607
Rikoon Group
New Mexico
$1.2M -$61.2K -322 -5%
PWW
1608
Pettyjohn Wood & White
Virginia
$1.2M -$4.75K -25 -0.4%
EI
1609
Ellevest Inc
New York
$1.19M -$572K -3,007 -31%
CAN
1610
Claraphi Advisory Network
United States
$1.18M -$1.23M -6,491 -49%
IC
1611
InterOcean Capital
Illinois
$1.18M -$561K -2,953 -31%
FIA
1612
Foundations Investment Advisors
Arizona
$1.18M +$175K +921 +16%
ATC
1613
Adirondack Trust Company
New York
$1.18M -$11.8K -62 -0.9%
MSAM
1614
Moloney Securities Asset Management
Missouri
$1.17M +$24.5K +129 +2%
FA
1615
FCG Advisors
New Jersey
$1.17M -$16.5K -87 -1%
MLIC
1616
Mandatum Life Insurance Company
Finland
$1.17M -$64.2K -338 -5%
GCMG
1617
Gyroscope Capital Management Group
Florida
$1.16M +$6.65K +35 +0.5%
GIA
1618
GHP Investment Advisors
Colorado
$1.16M +$20K +105 +2%
WAS
1619
Winch Advisory Services
Wisconsin
$1.16M +$191K +1,004 +18%
GCA
1620
Gideon Capital Advisors
New York
$1.15M +$1.23M +6,480 New
GC
1621
Garde Capital
Washington
$1.15M +$265K +1,392 +28%
FMB
1622
Field & Main Bank
Kentucky
$1.14M +$5.7K +30 +0.5%
AFA
1623
Abacus FCF Advisors
Florida
$1.14M +$2.85K +15 +0.2%
LCP
1624
Legacy Capital Partners
Wisconsin
$1.14M – – –
MCM
1625
Mengis Capital Management
Oregon
$1.13M +$88.4K +465 +8%
63 64
65
66 67