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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1476
West Family Investments
California
$1.48M +$1.19M +73,960 New
WWM
1477
Windsor Wealth Management
Indiana
$1.48M +$231K +14,440 +24%
BFWA
1478
Benchmark Financial Wealth Advisors
Florida
$1.48M -$8.98K -560 -0.8%
EP
1479
Eudaimonia Partners
Tennessee
$1.47M +$486K +30,320 +70%
BFPW
1480
BOK Financial Private Wealth
Colorado
$1.47M +$344K +21,440 +41%
GP
1481
Geneva Partners
Wisconsin
$1.47M +$753K +46,960 +176%
HJMC
1482
Hellman Jordan Management Company
Massachusetts
$1.47M -$30.1K -1,880 -2%
FCFC
1483
First Commonwealth Financial Corp
Pennsylvania
$1.46M +$41.7K +2,600 +4%
GP
1484
Girard Partners
Pennsylvania
$1.45M +$6.41K +400 +0.6%
CAC
1485
Certified Advisory Corp
Florida
$1.45M +$457K +28,480 +65%
TU
1486
TDAM USA
Ontario, Canada
$1.44M +$3.44M +214,480 +264%
BWM
1487
BigSur Wealth Management
Florida
$1.44M – – –
EWM
1488
EPG Wealth Management
Georgia
$1.43M -$13.5K -840 -1%
FMII
1489
Farmers & Merchants Investments Inc
Nebraska
$1.42M +$3.21K +200 +0.3%
WFC
1490
Western Financial Corp
California
$1.42M -$48.7K -3,040 -4%
SW
1491
SlateStone Wealth
Florida
$1.42M +$30.1K +1,880 +3%
CPA
1492
Court Place Advisors
Maryland
$1.42M -$28.9K -1,800 -2%
FMN
1493
Financial Management Network
California
$1.42M -$15.4K -960 -1%
TWI
1494
Thomas White International
Illinois
$1.42M – – –
KPW
1495
Kore Private Wealth
New York
$1.42M +$71.2K +4,440 +7%
BFA
1496
Beacon Financial Advisory
Ohio
$1.42M -$97.5K -6,080 -8%
FWM
1497
Foresight Wealth Management
Utah
$1.41M +$1.28K +80 +0.1%
GAA
1498
Green Alpha Advisors
Colorado
$1.41M -$1.04M -64,720 -48%
CWM
1499
Cabot Wealth Management
Massachusetts
$1.4M +$1.12M +70,120 New
WMA
1500
Wealth Management Associates
New Jersey
$1.39M -$128K -7,960 -10%
58 59
60
61 62