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Name Holding Trade Value Shares
Change 		Change in
Stake
DG
2326
DMC Group
Alabama
$3.68M -$138K -223 -4%
KCM
2327
Kathmere Capital Management
Pennsylvania
$3.68M +$301K +487 +11%
DACG
2328
Donor Advised Charitable Giving
California
$3.68M -$201K -325 -6%
DMBA
2329
Deseret Mutual Benefit Administrators
Utah
$3.67M – – –
AWM
2330
Arista Wealth Management
Nevada
$3.66M +$2.8M +4,537 +1,065%
SIP
2331
Stoneridge Investment Partners
Pennsylvania
$3.66M -$513K -831 -14%
CCC
2332
Compass Capital Corp
Massachusetts
$3.66M +$345K +558 +11%
LA
2333
Lindenwold Advisors
Pennsylvania
$3.65M +$40.2K +65 +1%
RIA
2334
Realta Investment Advisors
Delaware
$3.65M +$133K +216 +5%
KAS
2335
KPP Advisory Services
Kentucky
$3.65M +$293K +474 +11%
WIC
2336
WealthBridge Investment Counsel
Alberta, Canada
$3.65M +$2.27M +3,672 +290%
MA
2337
MCF Advisors
Kentucky
$3.64M +$199K +322 +7%
PCG
2338
PFC Capital Group
California
$3.63M -$91.5K -148 -3%
SDAM
2339
Shulman DeMeo Asset Management
New York
$3.62M -$24.7K -40 -0.8%
CAGAS
2340
Capital Advisory Group Advisory Services
Minnesota
$3.62M +$13K +21 +0.4%
BCPE
2341
Bain Capital Public Equity
Massachusetts
$3.62M -$5.71M -9,247 -65%
CIG
2342
Consolidated Investment Group
Colorado
$3.62M – – –
UB
2343
Umpqua Bank
Oregon
$3.62M +$774K +1,253 +33%
CWS
2344
Cypress Wealth Services
California
$3.61M +$188K +305 +7%
GWS
2345
Greykasell Wealth Strategies
California
$3.6M +$143K +232 +5%
SI
2346
Saxon Interests
Texas
$3.59M – – –
SG
2347
Sienna Gestion
France
$3.59M – – –
GWANC
2348
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.59M +$83.4K +135 +3%
EWM
2349
Evermay Wealth Management
Virginia
$3.58M -$4.33K -7 -0.1%
CPWA
2350
Cerro Pacific Wealth Advisors
California
$3.58M +$224K +363 +8%
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