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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1826
Crewe Advisors
Utah
$11.3M +$1.14M +4,196 +11%
SWP
1827
Strategic Wealth Partners
Ohio
$11.3M +$2.96M +10,892 +33%
DPIM
1828
Duff & Phelps Investment Management
Illinois
$11.3M +$54.3K +200 +0.5%
PFS
1829
Physicians Financial Services
North Carolina
$11.3M +$231K +852 +2%
TWMP
1830
Taylor Wealth Management Partners
Massachusetts
$11.2M -$899K -3,312 -7%
ACA
1831
Aspire Capital Advisors
Washington
$11.2M +$295K +1,086 +3%
SLG
1832
Stanley-Laman Group
Pennsylvania
$11.2M -$1.44M -5,318 -11%
LJAC
1833
L.J. Altfest & Co
New York
$11.2M +$764K +2,814 +7%
IPW
1834
Inlet Private Wealth
Florida
$11.2M -$21.4K -79 -0.2%
B
1835
Barings
North Carolina
$11.1M +$2.44M +8,998 +26%
KWM
1836
Keebeck Wealth Management
Illinois
$11.1M -$1.79M -6,598 -13%
CIM
1837
Chapman Investment Management
California
$11.1M -$1.15M -4,243 -9%
KFGK
1838
Keystone Financial Group (Kentucky)
Kentucky
$11.1M -$32.6K -120 -0.3%
FVWA
1839
Foster Victor Wealth Advisors
South Carolina
$11.1M +$378K +1,391 +3%
WKWM
1840
Walter & Keenan Wealth Management
Indiana
$11.1M -$59.7K -220 -0.5%
PWP
1841
Pursue Wealth Partners
California
$11M -$1.46M -5,365 -11%
UF
1842
Univest Financial
Pennsylvania
$11M -$5.97K -22 -0.1%
QPW
1843
Quantum Private Wealth
Florida
$11M -$426K -1,570 -4%
WA
1844
WBH Advisory
Maryland
$11M -$272K -1,001 -2%
BO
1845
BRR OpCo
Ohio
$11M +$64.6K +238 +0.6%
ACS
1846
Archford Capital Strategies
Illinois
$11M +$137K +505 +1%
CHAM
1847
Clear Harbor Asset Management
Connecticut
$10.9M -$118K -433 -1%
RB
1848
Rodgers Brothers
Pennsylvania
$10.9M – – –
MYIA
1849
Mount Yale Investment Advisors
Colorado
$10.9M +$542K +1,997 +5%
CWM
1850
Cordatus Wealth Management
Pennsylvania
$10.9M -$479K -1,764 -4%
72 73
74
75 76