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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1926
Winthrop Advisory Group
Massachusetts
$304K +$301K +2,797 New
AWM
1927
Aviso Wealth Management
Washington
$303K +$300K +2,791 New
AFAS
1928
Acorn Financial Advisory Services
Virginia
$303K +$2.36K +22 +0.8%
HP
1929
Hyperion Partners
Pennsylvania
$302K -$30.4K -283 -9%
CAL
1930
Capital Advisors Ltd
Ohio
$302K +$20.2K +188 +7%
CWM
1931
Concentrum Wealth Management
California
$302K +$299K +2,781 New
EA
1932
Everpar Advisors
Oklahoma
$302K +$299K +2,778 New
CFO
1933
CVA Family Office
Colorado
$301K +$298K +2,776 New
CCA
1934
Conestoga Capital Advisors
Pennsylvania
$300K +$17.2K +160 +6%
CMP
1935
Coston McIsaac & Partners
Maine
$298K +$215K +2,005 +266%
CCA
1936
Childress Capital Advisors
Texas
$297K +$294K +2,733 New
WA
1937
Wealthstream Advisors
New York
$296K +$11.1K +103 +4%
LEA
1938
Legacy Edge Advisors
New York
$295K +$292K +2,720 New
GFG
1939
Greystone Financial Group
Michigan
$293K +$290K +2,701 New
FOA
1940
Five Oceans Advisors
California
$293K -$80.9K -753 -22%
NWM
1941
Northcape Wealth Management
New York
$292K – – –
VWM
1942
Vigilare Wealth Management
Arizona
$292K +$752 +7 +0.3%
HIP
1943
HUB Investment Partners
Texas
$291K +$288K +2,680 New
VHAM
1944
Van Hulzen Asset Management
California
$291K +$13.6K +127 +5%
TCM
1945
Traynor Capital Management
Pennsylvania
$291K +$60.4K +562 +27%
CI
1946
Cordant Inc
Oregon
$291K +$17.2K +160 +6%
GCM
1947
Galibier Capital Management
Ontario, Canada
$290K – – –
IP
1948
Investment Partners
Ohio
$289K -$16.9K -157 -6%
TWM
1949
Tradition Wealth Management
Minnesota
$288K +$967 +9 +0.3%
GF
1950
Gabelli Funds
New York
$288K +$285K +2,650 New
76 77
78
79 80