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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1326
Fragasso Financial Advisors
Pennsylvania
$3.09M -$327K -2,680 -9%
HWAM
1327
Hennion & Walsh Asset Management
New Jersey
$3.08M +$115K +940 +4%
LFM
1328
LGT Fund Management
Liechtenstein
$3.08M +$1.26M +10,320 +65%
SSWM
1329
Smith Salley Wealth Management
North Carolina
$3.08M +$432K +3,540 +16%
RFP
1330
Root Financial Partners
California
$3.07M +$568K +4,650 +22%
VCA
1331
Verdence Capital Advisors
Maryland
$3.07M +$435K +3,560 +15%
TAP
1332
Tounjian Advisory Partners
Florida
$3.06M -$4.66M -38,140 -60%
PIM
1333
Platinum Investment Management
Australia
$3.06M -$732K -6,000 -19%
KWM
1334
Keebeck Wealth Management
Illinois
$3.05M -$140K -1,150 -4%
GWM
1335
Gibbs Wealth Management
Georgia
$3.05M -$1.13M -9,280 -27%
SWP
1336
Strategic Wealth Partners
Ohio
$3.04M +$402K +3,290 +15%
FMWA
1337
Forvis Mazars Wealth Advisors
Missouri
$3.03M -$64.7K -530 -2%
HPC
1338
HM Payson & Co
Maine
$3.03M +$238K +1,950 +8%
F8IS
1339
Figure 8 Investment Strategies
Idaho
$3.03M -$26.9K -220 -0.9%
MWM
1340
Maridea Wealth Management
New York
$3.03M +$1.91M +15,660 +179%
DC
1341
DeDora Capital
California
$3.02M +$8.54K +70 +0.3%
PWPS
1342
Pinnacle Wealth Planning Services
Ohio
$3.02M +$150K +1,230 +5%
EHWM
1343
Eads & Heald Wealth Management
Georgia
$3.02M -$90.3K -740 -3%
LTI
1344
Laffer Tengler Investments
Tennessee
$3.02M +$1.08M +8,840 +54%
RCM
1345
RB Capital Management
Nevada
$3.02M +$207K +1,700 +7%
EPIME
1346
Evelyn Partners Investment Management (Europe)
$3.01M -$62.2K -510 -2%
PPWM
1347
Paragon Private Wealth Management
Kentucky
$3M +$738K +6,050 +32%
SMTF
1348
Sphera Management Technology Funds
Israel
$3M +$732K +6,000 +32%
QC
1349
Quent Capital
New York
$3M +$3.66K +30 +0.1%
MC
1350
Moors & Cabot
Massachusetts
$2.99M -$65.9K -540 -2%
52 53
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