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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2501
Cary Street Partners Investment Advisory
Virginia
$7.06M +$757K +6,019 +16%
TPW
2502
Talon Private Wealth
Florida
$7.02M -$819K -6,506 -13%
LGA
2503
Lebenthal Global Advisors
New York
$7.02M +$570K +4,533 +11%
FWI
2504
Facet Wealth Inc
Maryland
$7.01M +$1.2M +9,518 +32%
FFA
2505
Florida Financial Advisors
Florida
$7.01M -$1.43M -11,336 -20%
QFW
2506
QTR Family Wealth
Florida
$7M +$1.3M +10,319 +30%
SCM
2507
Seascape Capital Management
New Hampshire
$6.99M -$112K -890 -2%
CCC
2508
Compass Capital Corp
Massachusetts
$6.97M +$392K +3,113 +8%
HCA
2509
Harbour Capital Advisors
Virginia
$6.96M +$25.8K +205 +0.5%
CIM
2510
Cambria Investment Management
California
$6.96M +$5.54M +44,024 New
BOSSRA
2511
B.O.S.S. Retirement Advisors
Utah
$6.95M +$556K +4,418 +11%
FDW
2512
Fourth Dimension Wealth
Ohio
$6.94M -$435K -3,460 -7%
WPW
2513
Waldron Private Wealth
Pennsylvania
$6.94M +$18.9K +150 +0.3%
FAFN
2514
First Affirmative Financial Network
Colorado
$6.93M +$6.67K +53 +0.1%
FBT
2515
First Bank & Trust
South Dakota
$6.93M -$274K -2,177 -5%
SCM
2516
Sunbeam Capital Management
Georgia
$6.91M +$819K +6,510 +17%
TA
2517
TruWealth Advisors
Louisiana
$6.91M +$610K +4,846 +12%
DOA
2518
D'Orazio & Associates
Virginia
$6.91M +$587K +4,663 +12%
MP
2519
McDonald Partners
Ohio
$6.9M -$119K -945 -2%
JWM
2520
JFG Wealth Management
Colorado
$6.89M -$585K -4,650 -10%
CWM
2521
CMH Wealth Management
New Hampshire
$6.88M -$21.4K -170 -0.4%
VIPI
2522
Vista Investment Partners II
Indiana
$6.86M -$503 -4 -0%
AWP
2523
Abacus Wealth Partners
California
$6.86M +$155K +1,231 +3%
CPRC
2524
Consolidated Portfolio Review Corp
New York
$6.85M +$616K +4,891 +13%
NAMP
2525
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.85M -$460K -3,655 -8%
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