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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1901
Venturi Wealth Management
Texas
$1.37M -$168K -6,090 -12%
EGA
1902
E&G Advisors
Texas
$1.37M – – –
GFS
1903
GYL Financial Synergies
Connecticut
$1.37M +$16K +580 +1%
AI
1904
Accredited Investors
Minnesota
$1.37M +$30.3K +1,100 +2%
CA
1905
Claro Advisors
Massachusetts
$1.37M +$485K +17,620 +61%
PFC
1906
Phocas Financial Corp
California
$1.36M +$5.5K +200 +0.4%
FANJ
1907
Financial Architects (New Jersey)
New Jersey
$1.36M +$110K +4,010 +9%
AWM
1908
Aevitas Wealth Management
Massachusetts
$1.36M +$527K +19,150 +71%
TWM
1909
Triton Wealth Management
Arizona
$1.36M -$3.58M -130,060 -70%
MPCG
1910
Matrix Private Capital Group
New York
$1.36M -$199K -7,230 -14%
IA
1911
Inspire Advisors
Idaho
$1.36M +$366K +13,300 +40%
W
1912
WealthOne
New York
$1.35M +$39.1K +1,420 +3%
EIM
1913
Essex Investment Management
Massachusetts
$1.35M -$1.27M -46,000 -50%
WDC
1914
Woodward Diversified Capital
California
$1.35M -$63K -2,290 -5%
FNBTCON
1915
First National Bank & Trust Co of Newtown
Pennsylvania
$1.35M – – –
EDRIA
1916
Edmonds Duncan Registered Investment Advisors
Kansas
$1.35M – – –
CFG
1917
Cooper Financial Group
California
$1.34M -$81.7K -2,970 -6%
SMC
1918
Smith, Moore & Co
Missouri
$1.34M -$212K -7,700 -14%
PPP
1919
Private Portfolio Partners
New Jersey
$1.34M +$376K +13,680 +43%
PIM
1920
Penobscot Investment Management
Massachusetts
$1.34M +$6.33K +230 +0.5%
HIMC
1921
Heritage Investors Management Corp
Maryland
$1.34M +$364K +13,240 +41%
AWP
1922
Abacus Wealth Partners
California
$1.34M +$71.3K +2,590 +6%
NHC
1923
Nicholas Hoffman & Company
Georgia
$1.34M +$235K +8,550 +23%
SN
1924
Sittner & Nelson
Oregon
$1.34M +$26.1K +950 +2%
FWP
1925
FAS Wealth Partners
Kansas
$1.33M +$467K +16,970 +60%
75 76
77
78 79