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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2301
Hamel Associates
New Jersey
$8.91M -$149K -450 -2%
EGM
2302
Engineers Gate Manager
New York
$8.9M +$9.12M +27,586 +4,605%
SC
2303
Sawyer & Company
Massachusetts
$8.88M -$52.9K -160 -0.6%
WP
2304
WealthShield Partners
North Carolina
$8.87M +$1.25M +3,775 +16%
CCA
2305
Childress Capital Advisors
Texas
$8.83M +$2.31M +6,986 +33%
BB
2306
Bell Bank
North Dakota
$8.83M +$323K +976 +4%
PWP
2307
Pursue Wealth Partners
California
$8.83M -$609K -1,842 -6%
TL
2308
Tradewinds LLC
North Carolina
$8.82M -$64.1K -194 -0.7%
MAWA
2309
Moss Adams Wealth Advisors
Washington
$8.81M +$1.08M +3,276 +13%
WAS
2310
Wealth Advisory Solutions
Indiana
$8.81M -$2.35M -7,121 -22%
LSWM
2311
Lorne Steinberg Wealth Management
Canada
$8.8M -$65.1K -197 -0.7%
BOPW
2312
Brandywine Oak Private Wealth
Pennsylvania
$8.79M -$154K -467 -2%
TNA
2313
True North Advisors
Texas
$8.77M -$1.48M -4,471 -14%
CC
2314
Centiva Capital
New York
$8.76M +$4.95M +14,987 +117%
GSB
2315
Greenfield Savings Bank
Massachusetts
$8.76M -$82K -248 -0.9%
FMI
2316
F/M Investments
District of Columbia
$8.76M -$472K -1,428 -5%
SCM
2317
SOL Capital Management
Maryland
$8.76M -$382K -1,155 -4%
FIM
2318
FWL Investment Management
Texas
$8.75M -$56.2K -170 -0.6%
BA
2319
Ballast Advisors
Minnesota
$8.74M -$292K -883 -3%
CWP
2320
Concord Wealth Partners
Virginia
$8.74M +$1.02M +3,073 +12%
KAS
2321
KPP Advisory Services
Kentucky
$8.73M +$9.14M +27,657 New
PCS
2322
Personal CFO Solutions
New Jersey
$8.7M +$156K +473 +2%
LF
2323
Lantz Financial
Illinois
$8.7M -$186K -564 -2%
WA
2324
Wambolt & Associates
Colorado
$8.7M +$654K +1,980 +8%
BGIM
2325
Boussard & Gavaudan Investment Management
United Kingdom
$8.68M +$3.62M +10,966 +67%
91 92
93
94 95