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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1701
Procyon Advisors
Connecticut
$200K +$186K +1,977 New
CSM
1702
CAMG Solamere Management
North Carolina
$200K +$187K +1,980 New
BWFA
1703
Baltimore-Washington Financial Advisors
Maryland
$200K +$187K +1,983 New
BDWM
1704
Brewin Dolphin Wealth Management
Ireland
$196K – – –
CMO
1705
Covenant Multifamily Offices
Texas
$194K +$211K +2,236 New
GEA
1706
Glen Eagle Advisors
New Jersey
$186K +$93.4K +991 +118%
PO
1707
Private Ocean
California
$184K -$53.1K -563 -24%
SAS
1708
Stelac Advisory Services
New York
$183K -$65.9K -699 -28%
HCM
1709
Highlander Capital Management
New Jersey
$182K – – –
OC
1710
Oakworth Capital
Alabama
$181K -$66K -700 -28%
GTAM
1711
Global Trust Asset Management
Florida
$175K +$160K +1,700 +5,667%
ARMC
1712
American Research & Management Company
Massachusetts
$168K -$7.64K -81 -5%
LFG
1713
Larson Financial Group
Missouri
$163K +$189 +2 +0.1%
EWM
1714
EPG Wealth Management
Georgia
$159K +$148K +1,570 New
AWM
1715
Atticus Wealth Management
Florida
$157K +$146K +1,551 New
AWA
1716
Arkadios Wealth Advisors
Georgia
$155K +$142K +1,501 New
AA
1717
Argent Advisors
Louisiana
$153K +$141K +1,498 New
FGAM
1718
Financial Gravity Asset Management
Texas
$148K +$42.2K +448 +815%
AP
1719
Americana Partners
Texas
$148K +$138K +1,462 New
BC
1720
Blackhill Capital
New Jersey
$142K – – –
HI
1721
Hudock Inc
Pennsylvania
$142K +$50.1K +531 +62%
PFO
1722
Pathstone Family Office
New Jersey
$141K +$83.6K +887 +175%
EI
1723
Ellevest Inc
New York
$136K +$48.8K +518 +63%
HCA
1724
Horan Capital Advisors
Ohio
$135K – – –
JFA
1725
Johanson Financial Advisors
California
$135K +$125K +1,331 New
67 68
69
70 71