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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1301
Cedar Mountain Advisors
Oregon
$607K -$118K -1,499 -16%
RAM
1302
Readystate Asset Management
Illinois
$607K +$630K +8,021 New
HWA
1303
HCR Wealth Advisors
California
$606K -$9.43K -120 -1%
SSW
1304
Smith Shellnut Wilson
Mississippi
$605K +$3.14K +40 +0.5%
RC
1305
Rovin Capital
Arizona
$605K -$98.7K -1,257 -14%
GIA
1306
Gladstone Institutional Advisory
Florida
$604K -$403K -5,131 -39%
AWCI
1307
Alpine Woods Capital Investors
New York
$598K +$621K +7,900 New
UF
1308
Univest Financial
Pennsylvania
$597K -$10.4M -132,294 -94%
CA
1309
CWC Advisors
Oregon
$597K +$10.1K +129 +2%
JMFC
1310
J.M. Forbes & Co
Massachusetts
$597K – – –
EWA
1311
Encompass Wealth Advisors
Oregon
$596K +$80.5K +1,025 +15%
WPW
1312
Waldron Private Wealth
Pennsylvania
$595K -$20.7K -263 -3%
BIAS
1313
Beacon Investment Advisory Services
New Jersey
$594K +$1.26K +16 +0.2%
ME
1314
McIlrath & Eck
Washington
$593K +$131K +1,671 +27%
RS
1315
Rakuten Securities
Japan
$592K +$124K +1,582 +25%
BI
1316
Bolthouse Investments
California
$592K +$614K +7,820 New
LP
1317
LGL Partners
Pennsylvania
$588K +$1.41K +18 +0.2%
MMG
1318
Monetary Management Group
Missouri
$586K -$33.4K -425 -5%
ZDA
1319
Zweig-DiMenna Associates
New York
$586K – – –
MAM
1320
Mystic Asset Management
Rhode Island
$585K +$607K +7,730 New
RBWA
1321
RFG - Bristol Wealth Advisors
Massachusetts
$584K +$606K +7,717 New
HCG
1322
Haven Capital Group
California
$583K +$606K +7,709 New
IWA
1323
Icon Wealth Advisors
Texas
$578K -$24.5K -312 -4%
HCA
1324
Harbour Capital Advisors
Virginia
$575K -$11.1K -141 -2%
TTWM
1325
TCV Trust & Wealth Management
Virginia
$571K -$5.58K -71 -0.9%
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