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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1501
Modera Wealth Management
New Jersey
$4.67M -$229K -306 -7%
CCA
1502
Childress Capital Advisors
Texas
$4.66M -$179K -239 -6%
BHA
1503
Beech Hill Advisors
New York
$4.66M -$3.33M -4,439 -52%
JTWM
1504
Jackson Thornton Wealth Management
Alabama
$4.64M -$752K -1,003 -20%
SAM
1505
S.A. Mason
Michigan
$4.63M -$925K -1,234 -24%
FWP
1506
Flatrock Wealth Partners
California
$4.63M -$295K -394 -9%
QWP
1507
Quotient Wealth Partners
Texas
$4.63M +$346K +462 +13%
DA
1508
Doliver Advisors
Texas
$4.62M -$3.05M -4,073 -50%
LIM
1509
Letson Investment Management
Georgia
$4.62M -$975K -1,300 -25%
PCM
1510
Pavaki Capital Management
Colorado
$4.62M +$3M +4,000 New
SGM
1511
Scalar Gauge Management
Texas
$4.62M +$3M +4,000 New
FFA
1512
Fragasso Financial Advisors
Pennsylvania
$4.61M +$81K +108 +3%
CPA
1513
Cardiff Park Advisors
California
$4.61M +$598K +798 +25%
TCM
1514
Tuttle Capital Management
Connecticut
$4.61M +$2.99M +3,990 New
IC
1515
Inscription Capital
Texas
$4.57M +$955K +1,274 +47%
SCM
1516
Stevens Capital Management
Pennsylvania
$4.57M +$402K +536 +16%
CWM
1517
Circle Wealth Management
New Jersey
$4.56M +$455K +607 +18%
NICM
1518
Neo Ivy Capital Management
New York
$4.55M -$4.19M -5,582 -59%
SFC
1519
SYM Financial Corp
Indiana
$4.54M -$65.2K -87 -2%
AIM
1520
Acropolis Investment Management
Missouri
$4.53M -$852K -1,136 -22%
LHC
1521
Little House Capital
Massachusetts
$4.52M -$308K -411 -9%
RFP
1522
Root Financial Partners
California
$4.52M +$307K +410 +12%
SIAG
1523
Safeguard Investment Advisory Group
California
$4.51M -$30.7K -41 -1%
WETS
1524
Wealth Enhancement Trust Services
South Dakota
$4.5M +$78.7K +105 +3%
NF
1525
Nvest Financial
New Hampshire
$4.49M -$445K -594 -13%
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