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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1026
Close Asset Management
United Kingdom
$18K – – –
CI
1027
CX Institutional
Indiana
$18K +$3.81K +20 +29%
S
1028
Sachetta
Massachusetts
$16.9K -$572 -3 -4%
ATC
1029
Adirondack Trust Company
New York
$16.9K – – –
MCM
1030
Manchester Capital Management
Vermont
$16.3K +$3.24K +17 +27%
JWA
1031
JFS Wealth Advisors
Pennsylvania
$16.1K -$191 -1 -1%
HBW
1032
Hazlett, Burt & Watson
West Virginia
$16K – – –
FMP
1033
Financial Management Professionals
Texas
$15.9K – – –
GIA
1034
GHP Investment Advisors
Colorado
$15.5K – – –
EPIM
1035
Evelyn Partners Investment Management
$15.5K +$14.3K +75 New
FC
1036
Financial Consulate
Maryland
$15.3K +$763 +4 +6%
CFM
1037
Cornerstone Financial Management
Massachusetts
$14.9K +$6.29K +33 +85%
CT
1038
Colonial Trust
South Carolina
$14.5K +$10.5K +55 +367%
OWP
1039
ORG Wealth Partners
Texas
$13.2K -$18.7K -98 -60%
SFCL
1040
Strengthening Families & Communities LLC
Massachusetts
$12.8K – – –
CH
1041
Cromwell Holdings
Wyoming
$12.6K +$1.72K +9 +17%
TFA
1042
Toth Financial Advisory
Virginia
$12.4K +$763 +4 +7%
SIS
1043
Strategic Investment Solutions
Illinois
$12.4K – – –
VR
1044
Vision Retirement
New Jersey
$12.4K – – –
SIC
1045
SJS Investment Consulting
Ohio
$12.2K -$1.53K -8 -12%
CAL
1046
Capital Advisors Ltd
Ohio
$12K – – –
DWM
1047
Dogwood Wealth Management
Kansas
$11.8K -$4K -21 -27%
SC
1048
SouthState Corp
Florida
$11.6K +$381 +2 +4%
HFS
1049
Hughes Financial Services
Virginia
$11.1K +$2.86K +15 +38%
WAG
1050
Wilkerson Advisory Group
Missouri
$10.7K +$4.58K +24 +86%
40 41
42
43 44