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Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
1126
Glen Eagle Advisors
New Jersey
$121K +$12.1K +115 +11%
AIM
1127
Anchor Investment Management
South Carolina
$121K +$101K +955 +382%
BBHC
1128
Brown Brothers Harriman & Co
New York
$119K -$1.88M -17,855 -94%
CFD
1129
Creative Financial Designs
Indiana
$115K – – –
LWA
1130
Lenox Wealth Advisors
New York
$111K – – –
CA
1131
Clearstead Advisors
Ohio
$111K +$17.4K +165 +18%
SL
1132
Savior LLC
Massachusetts
$108K – – –
LC
1133
Lindbrook Capital
California
$106K -$21.6K -205 -16%
TCOV
1134
Trust Company of Vermont
Vermont
$105K +$5.28K +50 +5%
CWC
1135
Carolinas Wealth Consulting
North Carolina
$104K +$13.7K +130 +14%
AWC
1136
Abundance Wealth Counselors
Pennsylvania
$100K +$106K +1,000 New
TF
1137
TimeScale Financial
Massachusetts
$96K +$1.06K +10 +1%
JCM
1138
Jacobi Capital Management
Pennsylvania
$94K +$31.1K +295 +46%
AF
1139
Advisornet Financial
Minnesota
$91K -$77.6K -735 -45%
PCG
1140
Private Capital Group
Connecticut
$89K -$30.1K -285 -24%
Q
1141
QVR
California
$89K +$93.4K +885 New
CI
1142
CX Institutional
Indiana
$86K -$33.3K -315 -27%
TFA
1143
Toth Financial Advisory
Virginia
$78K -$810K -7,675 -91%
DWP
1144
Destiny Wealth Partners
Florida
$76K – – –
MWP
1145
Meridian Wealth Partners
Pennsylvania
$76K +$33.3K +315 +71%
BWA
1146
BDO Wealth Advisors
Florida
$75K – – –
GWS
1147
Glassman Wealth Services
Virginia
$72K +$1.06K +10 +1%
CFO
1148
CVA Family Office
Colorado
$70K +$73.9K +700 New
TFO
1149
Tarbox Family Office
California
$69K – – –
WP
1150
WealthShield Partners
North Carolina
$69K +$72.3K +685 New
44 45
46
47 48