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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1101
Great Valley Advisor Group
Delaware
$449K -$1.65K -26 -0.3%
BCM
1102
Boltwood Capital Management
California
$447K +$65.8K +1,035 +16%
PIA
1103
Perennial Investment Advisors
California
$446K -$13.2K -208 -3%
DWA
1104
Delap Wealth Advisory
Oregon
$445K +$76.2K +1,198 +19%
FF
1105
Fluent Financial
Texas
$444K +$50.6K +795 +12%
LFA
1106
Legacy Financial Advisors
Kentucky
$444K +$19.7K +310 +4%
MSFP
1107
Mark Sheptoff Financial Planning
Connecticut
$443K -$12.7K -200 -3%
OAM
1108
Occidental Asset Management
California
$442K +$5.72K +90 +1%
HFRG
1109
Houlihan Financial Resource Group
Virginia
$442K -$8.52K -134 -2%
IA
1110
Insight Advisors
Pennsylvania
$441K -$4.2K -66 -0.9%
VC
1111
Veracity Capital
Georgia
$441K -$69.8K -1,097 -13%
MIM
1112
MTM Investment Management
South Carolina
$441K +$9.67K +152 +2%
PPWP
1113
Premier Path Wealth Partners
New Jersey
$441K +$110K +1,724 +29%
CIG
1114
Cullen Investment Group
Louisiana
$437K -$31K -488 -6%
AG
1115
Algert Global
California
$435K +$476K +7,491 New
PWPS
1116
Pinnacle Wealth Planning Services
Ohio
$434K -$9.41K -148 -2%
JIC
1117
Johnson Investment Counsel
Ohio
$434K -$51.1K -803 -10%
TAM
1118
Trillium Asset Management
Massachusetts
$433K -$772K -12,134 -62%
CI
1119
Conning Inc
Connecticut
$432K +$4.96K +78 +1%
HI
1120
Harbour Investments
Wisconsin
$432K -$160K -2,518 -25%
BWG
1121
Beta Wealth Group
California
$429K -$1.54M -24,282 -77%
ABC
1122
Associated Banc-Corp
Wisconsin
$429K -$617K -9,700 -57%
FFA
1123
Farther Finance Advisors
California
$428K +$1.08K +17 +0.2%
GWM
1124
GSB Wealth Management
Connecticut
$426K +$76.3K +1,200 +20%
PVI
1125
Pine Valley Investments
New Jersey
$423K -$176K -2,774 -28%
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