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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
2951
Clarity Capital Partners
California
$7.4M -$731K -1,716 -9%
VWS
2952
Virtus Wealth Solutions
New Jersey
$7.39M +$7.47M +17,538 New
CFA
2953
CWS Financial Advisors
Michigan
$7.39M +$220K +516 +3%
WDG
2954
Wealth Dimensions Group
Ohio
$7.38M +$287K +674 +4%
TAM
2955
Thematics Asset Management
France
$7.38M -$305K -715 -4%
BSA
2956
Bull Street Advisors
Georgia
$7.37M – – –
GBWM
2957
Granite Bay Wealth Management
New Hampshire
$7.35M +$7.43M +17,437 New
SFS
2958
Strategic Financial Services
New York
$7.34M +$540K +1,268 +8%
SC
2959
Slow Capital
California
$7.34M -$946K -2,222 -11%
DWAM
2960
Duncan Williams Asset Management
Tennessee
$7.33M +$256K +601 +4%
HFRG
2961
Houlihan Financial Resource Group
Virginia
$7.32M +$852 +2 +0%
CBA
2962
Coastal Bridge Advisors
Connecticut
$7.31M +$55.4K +130 +0.8%
CASB
2963
Cape Ann Savings Bank
Massachusetts
$7.3M -$254K -597 -3%
FUBT
2964
First United Bank & Trust
Maryland
$7.3M -$52K -122 -0.7%
SAM
2965
Socorro Asset Management
Texas
$7.29M – – –
FFA
2966
Florida Financial Advisors
Florida
$7.29M -$2.69M -6,327 -27%
SJL
2967
Shayne & Jacobs LLC
Tennessee
$7.28M +$42.6K +100 +0.6%
BOS
2968
Bank of Stockton
California
$7.28M -$118K -278 -2%
FFG
2969
First Financial Group
North Carolina
$7.27M +$7.34M +17,236 New
LWM
2970
Laidlaw Wealth Management
New York
$7.26M +$75K +176 +1%
NFA
2971
Northwest Financial Advisors
Virginia
$7.25M -$101K -238 -1%
WR
2972
WD Rutherford
Oregon
$7.25M -$123K -288 -2%
NCM
2973
NCM Capital Management
New Jersey
$7.25M +$56.7K +133 +0.8%
ETCM
2974
Evolutionary Tree Capital Management
Virginia
$7.24M -$1.53M -3,599 -17%
PWM
2975
Palumbo Wealth Management
New York
$7.24M +$384K +901 +6%
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