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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1326
Capital Planning Advisors
California
$1.09M +$139K +1,051 +16%
EWM
1327
Executive Wealth Management
Michigan
$1.08M +$72.6K +548 +8%
QCG
1328
Quadrant Capital Group
Ohio
$1.08M -$11.5K -87 -1%
MCM
1329
Manchester Capital Management
Vermont
$1.08M -$19.3K -146 -2%
CCFM
1330
Clear Creek Financial Management
Washington
$1.08M +$1.01M +7,606 New
KF
1331
Krilogy Financial
Missouri
$1.07M -$5.96K -45 -0.6%
FPF
1332
First Pacific Financial
Washington
$1.07M – – –
MC
1333
Matisse Capital
Oregon
$1.06M -$19.7K -149 -2%
SIM
1334
Sonora Investment Management
Arizona
$1.06M -$8.48K -64 -0.8%
PIG
1335
Pantheon Investment Group
California
$1.06M -$118K -890 -11%
TFO
1336
Tarbox Family Office
California
$1.05M -$397 -3 -0%
SGI
1337
Summit Global Investments
Utah
$1.05M +$615K +4,641 +165%
CPWA
1338
Cerro Pacific Wealth Advisors
California
$1.05M +$986K +7,445 New
MP
1339
McDonald Partners
Ohio
$1.05M +$985K +7,438 New
BAM
1340
Belpointe Asset Management
Nevada
$1.05M +$365K +2,752 +59%
IDBONY
1341
Israel Discount Bank of New York
New York
$1.04M -$391K -2,948 -29%
SAM
1342
S.A. Mason
Michigan
$1.04M -$140K -1,060 -13%
AMCA
1343
Arthur M. Cohen & Associates
Illinois
$1.03M – – –
OIA
1344
OneDigital Investment Advisors
Kansas
$1.03M +$18.5K +140 +2%
HL
1345
HeadInvest LLC
Maine
$1.03M +$1.72K +13 +0.2%
TA
1346
Tectonic Advisors
Texas
$1.03M +$964K +7,277 New
AWA
1347
Alta Wealth Advisors
Massachusetts
$1.03M +$962K +7,260 New
IWM
1348
IHT Wealth Management
Illinois
$1.02M +$70.5K +532 +8%
BHTS
1349
Bar Harbor Trust Services
Maine
$1.02M +$112K +848 +13%
LSAG
1350
Lake Street Advisors Group
New Hampshire
$1.02M +$15.2K +115 +2%
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