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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1126
Private Trust Company
Ohio
$1.05M +$4.8K +110 +0.5%
SMA
1127
Seven Mile Advisory
New Jersey
$1.04M -$17K -390 -2%
WWM
1128
Whalen Wealth Management
Nevada
$1.04M +$931K +21,330 New
WA
1129
Waverly Advisors
Alabama
$1.04M +$617K +14,140 +198%
JIP
1130
Jaffetilchin Investment Partners
Florida
$1.04M +$14.4K +330 +2%
LFA
1131
Laraway Financial Advisors
Minnesota
$1.03M – – –
PF
1132
Phoenix Financial
Israel
$1.03M +$580K +13,280 +170%
RBC
1133
Romano Brothers & Co
Illinois
$1.03M -$411K -9,410 -31%
HIA
1134
Harbor Investment Advisory
Maryland
$1.03M -$23.1K -530 -0.3%
SFO
1135
Stokes Family Office
Louisiana
$1.03M -$54.1K -1,240 -6%
CWS
1136
Confluence Wealth Services
Pennsylvania
$1.03M +$44.5K +1,020 +5%
CA
1137
Crumly & Associates
Illinois
$1.02M +$36.2K +830 +4%
MTWM
1138
Masso Torrence Wealth Management
New Jersey
$1.02M -$4.37K -100 -0.5%
PWMG
1139
Prestige Wealth Management Group
New Jersey
$1.02M +$31.4K +720 +4%
PCA
1140
Prosperity Capital Advisors
Ohio
$1.01M +$519K +11,900 +136%
SWA
1141
SFMG Wealth Advisors
Texas
$1.01M -$14.4K -330 -2%
SRC
1142
Sage Rhino Capital
California
$1.01M -$4.8K -110 -0.5%
WAM
1143
WealthTrust Asset Management
Florida
$1M +$901K +20,640 New
SGI
1144
Summit Global Investments
Utah
$1M -$873 -20 -0.1%
RCM
1145
RB Capital Management
Nevada
$1,000K +$3.49K +80 +0.4%
WCM
1146
Weaver Capital Management
Georgia
$996K +$893K +20,450 New
FC
1147
Forte Capital
New York
$990K +$13.1K +300 +1%
1IA
1148
1834 Investment Advisors
Wisconsin
$987K – – –
VA
1149
Valmark Advisers
Ohio
$986K -$9.6K -220 -1%
IGWM
1150
ICA Group Wealth Management
Colorado
$984K -$124K -2,830 -12%
44 45
46
47 48