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Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
3001
Waypoint Wealth Counsel
Georgia
$2.22M -$47.7K -472 -3%
GFPC
3002
Global Financial Private Client
Florida
$2.22M +$54.1K +535 +3%
CYG
3003
Clean Yield Group
Vermont
$2.22M – – –
MS
3004
Maven Securities
Jersey
$2.22M -$973K -9,625 -35%
RHJA
3005
Rice Hall James & Associates
California
$2.21M -$17.7K -175 -1%
EC
3006
Eaton-Cambridge
Arizona
$2.21M +$75.1K +743 +4%
HWA
3007
HHM Wealth Advisors
Tennessee
$2.21M +$217K +2,148 +14%
EAM
3008
Eventide Asset Management
Massachusetts
$2.2M +$363K +3,595 +25%
AWA
3009
Amplius Wealth Advisors
Pennsylvania
$2.2M +$31.4K +311 +2%
SC
3010
Seldon Capital
California
$2.2M – – –
HWM
3011
Hemington Wealth Management
Virginia
$2.2M +$128K +1,268 +8%
C
3012
Covestor
United Kingdom
$2.2M -$147K -1,449 -8%
AWG
3013
Altus Wealth Group
Colorado
$2.2M +$61.2K +605 +4%
GWA
3014
GGM Wealth Advisors
Maryland
$2.2M +$15.2K +150 +0.9%
AWA
3015
Acorn Wealth Advisors
Michigan
$2.2M +$155K +1,534 +9%
HNW
3016
High Note Wealth
Minnesota
$2.19M +$60.7K +600 +3%
SB
3017
Sunflower Bank
Texas
$2.19M -$240K -2,377 -12%
BCM
3018
Bienville Capital Management
New York
$2.18M -$171K -1,694 -9%
MADR
3019
Milestones Administradora de Recursos
Brazil
$2.18M +$1.21M +12,014 +212%
PWM
3020
Prentice Wealth Management
New York
$2.18M -$203K -2,005 -10%
BLC
3021
Brown, Lisle/Cummings
Rhode Island
$2.18M +$264K +2,610 +17%
MHWM
3022
Montz Harcus Wealth Management
Louisiana
$2.18M -$45.1K -446 -2%
W
3023
Wealthquest
Ohio
$2.18M -$191K -1,890 -10%
AC
3024
Addison Capital
Pennsylvania
$2.17M +$197K +1,947 +12%
WSFG
3025
Wall Street Financial Group
Illinois
$2.17M +$1.78M +17,585 New
119 120
121
122 123