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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1426
NewEdge Wealth
Pennsylvania
$1.12M +$154K +933 +16%
MG
1427
Mather Group
Illinois
$1.11M -$28.9K -175 -3%
GDP
1428
Great Diamond Partners
Maine
$1.11M +$49K +297 +5%
PAM
1429
Peak Asset Management
Colorado
$1.11M -$8.25K -50 -0.7%
AIC
1430
Ayalon Insurance Company
Israel
$1.1M +$1.09M +6,625 New
RCA
1431
Roberts Capital Advisors
Colorado
$1.1M +$1.08M +6,578 New
PHS
1432
Pekin Hardy Strauss
Illinois
$1.09M – – –
FFS
1433
Founders Financial Securities
Maryland
$1.09M +$499K +3,024 +85%
ESB
1434
Essex Savings Bank
Connecticut
$1.09M -$3.79K -23 -0.3%
LFAS
1435
Level Four Advisory Services
Texas
$1.09M -$133K -808 -11%
JBA
1436
Johnson Bixby & Associates
Washington
$1.08M +$2.97K +18 +0.3%
LHC
1437
Little House Capital
Massachusetts
$1.08M +$17.5K +106 +2%
SVWAG
1438
Sound View Wealth Advisors Group
Georgia
$1.08M +$62.2K +377 +6%
WA
1439
Wealth Alliance
New York
$1.08M +$325K +1,968 +44%
ACP
1440
Aveo Capital Partners
Colorado
$1.07M -$13K -79 -1%
TIM
1441
Tevis Investment Management
Texas
$1.07M +$1.05M +6,380 New
GWMIA
1442
Global Wealth Management Investment Advisory
Florida
$1.07M -$11.5K -70 -1%
BDFN
1443
Bond & Devick Financial Network
Minnesota
$1.07M -$41.2K -250 -4%
MCIA
1444
Mountain Capital Investment Advisors
Colorado
$1.06M +$211K +1,279 +22%
EB
1445
Eastern Bank
Massachusetts
$1.06M -$37.6K -228 -3%
HPWM
1446
Highland Private Wealth Management
Washington
$1.06M +$28.4K +172 +3%
RCIM
1447
Red Cedar Investment Management
Michigan
$1.06M – – –
SCM
1448
SOL Capital Management
Maryland
$1.05M – – –
TA
1449
Tectonic Advisors
Texas
$1.05M – – –
AT
1450
Arden Trust
Delaware
$1.05M +$1.04M +6,281 New
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