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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1151
CSat Investment Advisory
Michigan
$117K +$102K +2,990 New
GAM
1152
Gemmer Asset Management
California
$115K +$1.36K +40 +1%
MYIA
1153
Mount Yale Investment Advisors
Colorado
$112K -$12.3K -360 -11%
PFO
1154
Pathstone Family Office
New Jersey
$110K -$220K -6,440 -70%
LFA
1155
Legacy Financial Advisors
Kentucky
$110K -$12.3K -360 -12%
FIB
1156
First Interstate Bank
Montana
$108K – – –
PCA
1157
Peddock Capital Advisors
Massachusetts
$108K +$5.45K +160 +6%
CAL
1158
Capital Advisors Ltd
Ohio
$105K – – –
BDWM
1159
Brewin Dolphin Wealth Management
Ireland
$105K +$26.3K +770 +41%
AAP
1160
Arax Advisory Partners
Colorado
$104K +$2.04K +60 +2%
TFA
1161
Toth Financial Advisory
Virginia
$96K +$5.11K +150 +6%
EWM
1162
Elmwood Wealth Management
California
$95.1K – – –
EMG
1163
ETF Managers Group
New Jersey
$94K -$45.7K -1,340 -28%
RWA
1164
River Wealth Advisors
Pennsylvania
$94K +$81.8K +2,400 New
JWA
1165
JFS Wealth Advisors
Pennsylvania
$93K – – –
FFW
1166
Fusion Family Wealth
New York
$91K – – –
OC
1167
Oakworth Capital
Alabama
$91K – – –
WPA
1168
West Paces Advisors
Georgia
$82.2K – – –
HI
1169
Hudock Inc
Pennsylvania
$80K -$1.36K -40 -2%
SIAP
1170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K – – –
WOC
1171
West Oak Capital
California
$78.3K – – –
BWP
1172
Baldwin Wealth Partners
Massachusetts
$78K – – –
CFG
1173
CKW Financial Group
Hawaii
$78K – – –
NPP
1174
New Potomac Partners
Maryland
$78K – – –
CFN
1175
Cordasco Financial Network
Florida
$78K +$68.2K +2,000 New
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