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Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
1601
Y-Intercept (HK)
Hong Kong
$1.21M +$1.51M +79,830 New
WMA
1602
Wealth Management Associates
New Jersey
$1.21M -$14.9K -790 -1%
AWA
1603
Aaron Wealth Advisors
Illinois
$1.21M +$215K +11,400 +17%
CB
1604
CNB Bank
Pennsylvania
$1.2M +$82.9K +4,390 +6%
CSA
1605
Cottage Street Advisors
Massachusetts
$1.2M +$375K +19,860 +33%
ARMT
1606
Amica Retiree Medical Trust
Rhode Island
$1.2M +$399K +21,130 +36%
BC
1607
BIT Capital
Germany
$1.2M -$1.81M -95,870 -55%
LSA
1608
L & S Advisors
California
$1.19M -$5.85M -309,790 -80%
WPC
1609
Waters Parkerson & Co
Louisiana
$1.19M +$42.5K +2,250 +3%
PP
1610
PDS Planning
Ohio
$1.19M +$198K +10,470 +15%
JCM
1611
JAT Capital Management
Connecticut
$1.19M +$71.2K +3,770 +5%
BWP
1612
BSW Wealth Partners
Colorado
$1.19M -$209K -11,050 -12%
ES
1613
Eagle Strategies
New York
$1.19M +$28.9K +1,530 +2%
SFG
1614
SevenBridge Financial Group
Pennsylvania
$1.19M -$49.1K -2,600 -3%
LC
1615
Lavaca Capital
Texas
$1.19M -$189K -10,000 -14%
PG
1616
Proffitt & Goodson
Tennessee
$1.19M +$1.45M +77,000 +6,016%
AO
1617
Advisor OS
Illinois
$1.19M -$39.6K -2,100 -3%
UAML
1618
US Asset Management LLC
Pennsylvania
$1.19M +$4.53K +240 +0.3%
CWM
1619
C2C Wealth Management
Arizona
$1.19M +$130K +6,900 +11%
BFO
1620
Boston Family Office
Massachusetts
$1.18M +$296K +15,700 +25%
RPWA
1621
Regent Peak Wealth Advisors
Georgia
$1.18M +$44K +2,330 +3%
FSA
1622
Fort Sheridan Advisors
Illinois
$1.18M -$79.1K -4,190 -5%
SF
1623
Symphony Financial
Texas
$1.18M -$538K -28,500 -27%
EWM
1624
EPG Wealth Management
Georgia
$1.17M -$47K -2,490 -3%
PL
1625
Plancorp LLC
Missouri
$1.17M +$18.9K +1,000 +1%
63 64
65
66 67