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Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1151
Trust Point Inc
Wisconsin
$2.76M +$128K +1,550 +5%
CWM
1152
Cordatus Wealth Management
Pennsylvania
$2.75M +$56K +680 +2%
CPIG
1153
Chicago Partners Investment Group
Illinois
$2.75M +$132K +1,600 +5%
HCM
1154
HMS Capital Management
Tennessee
$2.74M -$28K -340 -1%
GWMIA
1155
Global Wealth Management Investment Advisory
Florida
$2.73M +$133K +1,610 +6%
CCWM
1156
Cassaday & Co Wealth Management
Virginia
$2.73M +$16.5K +200 +0.7%
AC
1157
Arjuna Capital
North Carolina
$2.72M -$105K -1,280 -4%
APW
1158
Aventura Private Wealth
Florida
$2.72M +$2.51M +30,520 New
LC
1159
Lindbrook Capital
California
$2.7M +$42K +510 +2%
GPWM
1160
Grant Private Wealth Management
California
$2.7M +$2.49M +30,250 New
BCM
1161
Barrier Capital Management
California
$2.69M -$4.62M -56,110 -65%
MSFS
1162
Main Street Financial Solutions
Pennsylvania
$2.69M +$926K +11,250 +60%
CTC
1163
Central Trust Company
Missouri
$2.67M +$82.3K +1,000 +3%
VWM
1164
Vivid Wealth Management
Iowa
$2.66M -$295K -3,590 -11%
KFGK
1165
Keystone Financial Group (Kentucky)
Kentucky
$2.66M +$487K +5,920 +26%
WIS
1166
Wright Investors Service
Connecticut
$2.64M -$219K -2,660 -8%
AA
1167
Altman Advisors
Illinois
$2.64M -$116K -1,410 -5%
LCGC
1168
Legacy Capital Group California
California
$2.64M +$1.29M +15,720 +113%
SAM
1169
SP Asset Management
California
$2.64M -$30.5K -370 -1%
PTC
1170
Private Trust Company
Ohio
$2.62M +$200K +2,430 +9%
CIA
1171
Choate Investment Advisors
Massachusetts
$2.6M +$558K +6,780 +30%
GCM
1172
Gladius Capital Management
Illinois
$2.6M +$528K +6,410 +28%
BFS
1173
Burr Financial Services
California
$2.6M +$2.4M +29,150 New
VAS
1174
Valicenti Advisory Services
New York
$2.58M -$234K -2,840 -9%
SIC
1175
Salem Investment Counselors
North Carolina
$2.58M +$312K +3,790 +15%
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