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Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
1151
Hager Investment Management Services
New Hampshire
$3.93M +$329K +3,737 +10%
ISWM
1152
Independent Solutions Wealth Management
New York
$3.92M +$110K +1,246 +3%
FFA
1153
Florida Financial Advisors
Florida
$3.92M +$352K +3,995 +11%
HCCM
1154
Hudson Canyon Capital Management
New York
$3.91M -$35.2K -400 -1%
AWA
1155
Aaron Wealth Advisors
Illinois
$3.91M +$147K +1,670 +4%
PFA
1156
Pure Financial Advisors
California
$3.91M +$917K +10,404 +34%
KTM
1157
Keeler Thomas Management
Utah
$3.91M +$2.47M +27,987 +221%
KWMG
1158
King Wealth Management Group
Florida
$3.9M +$237K +2,687 +7%
SDP
1159
Sentinel Dome Partners
California
$3.89M +$3.57M +40,500 New
WJWM
1160
Williams Jones Wealth Management
New York
$3.88M +$201K +2,286 +6%
CI
1161
Cigna Investments
Connecticut
$3.88M -$46K -522 -1%
NF
1162
Nvest Financial
New Hampshire
$3.87M +$143K +1,621 +4%
CT
1163
Colonial Trust
South Carolina
$3.87M +$420K +4,761 +13%
DA
1164
Dillon & Associates
Michigan
$3.86M +$3M +34,031 +547%
AAP
1165
Ardsley Advisory Partners
Connecticut
$3.85M +$3M +34,000 +567%
FCM
1166
Firsthand Capital Management
California
$3.85M -$441K -5,000 -11%
CCP
1167
Cunning Capital Partners
North Carolina
$3.84M – – –
AIA
1168
AssuredPartners Investment Advisors
Florida
$3.84M +$2.87M +32,574 +521%
LWCFA
1169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.81M +$142K +1,615 +5%
FFG
1170
Fortem Financial Group
California
$3.8M +$1.12M +12,762 +48%
PSP
1171
Principal Street Partners
Tennessee
$3.8M +$60.9K +691 +2%
PWP
1172
Principle Wealth Partners
Connecticut
$3.8M +$91.5K +1,039 +3%
TPCW
1173
TD Private Client Wealth
New York
$3.8M +$411K +4,666 +13%
PWPS
1174
Pinnacle Wealth Planning Services
Ohio
$3.78M +$1.24M +14,049 +56%
CP
1175
Cornerstone Planning
North Carolina
$3.78M +$429K +4,873 +14%
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