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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1101
Wipfli Financial Advisors
Wisconsin
$1.15M +$1.18M +13,299 New
CSPIA
1102
Cary Street Partners Investment Advisory
Virginia
$1.14M -$355K -3,999 -23%
HCCM
1103
Hudson Canyon Capital Management
New York
$1.14M – – –
HWM
1104
Hohimer Wealth Management
Washington
$1.14M -$73.3K -827 -6%
IPW
1105
Inlet Private Wealth
Florida
$1.14M -$1.86K -21 -0.2%
KPW
1106
Kore Private Wealth
New York
$1.13M -$76K -857 -6%
JHCP
1107
Jackson Hole Capital Partners
Oklahoma
$1.13M +$7.71K +87 +0.7%
QT
1108
Quantamental Technologies
New York
$1.13M +$52.1K +588 +5%
CAAS
1109
Capital Asset Advisory Services
Michigan
$1.13M -$37.9K -427 -3%
HVP
1110
Hudson Value Partners
Florida
$1.13M -$66.5K -750 -5%
BAM
1111
Byrne Asset Management
New Jersey
$1.12M -$3.99K -45 -0.3%
SPFA
1112
Summit Place Financial Advisors
New Jersey
$1.11M +$120K +1,350 +12%
WANY
1113
Wealthspire Advisors (New York)
New York
$1.11M -$93.2K -1,051 -8%
LNC
1114
Lincoln National Corp
Pennsylvania
$1.11M +$10.8K +122 +1%
PCS
1115
Personal CFO Solutions
New Jersey
$1.1M +$155K +1,751 +16%
VI
1116
Versor Investments
New York
$1.1M -$851K -9,600 -43%
BWM
1117
BNC Wealth Management
Oregon
$1.09M +$1.13M +12,706 New
SSWM
1118
Sheets Smith Wealth Management
North Carolina
$1.09M +$440K +4,965 +64%
CCS
1119
Concentric Capital Strategies
Connecticut
$1.09M +$484K +5,463 +76%
UCMOK
1120
United Capital Management of KS
Kansas
$1.09M -$142K -1,605 -11%
CWM
1121
Cornerstone Wealth Management
Missouri
$1.09M +$20K +225 +2%
OWM
1122
Opes Wealth Management
California
$1.09M +$31K +350 +3%
NAG
1123
Northstar Advisory Group
New Jersey
$1.09M +$1.12M +12,612 New
DWM
1124
Darwin Wealth Management
Florida
$1.08M -$279K -3,144 -20%
BWP
1125
Baldwin Wealth Partners
Massachusetts
$1.08M -$40.8K -460 -4%
43 44
45
46 47