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Name Holding Trade Value Shares
Change 		Change in
Stake
G
1401
GenTrust
Florida
$289K +$4.62K +69 +2%
CAG
1402
Crestwood Advisors Group
Massachusetts
$288K +$13.1K +196 +6%
AFA
1403
AA Financial Advisors
Ohio
$287K -$87.6K -1,310 -26%
FWP
1404
Falcon Wealth Planning
California
$287K +$3.08K +46 +1%
NCM
1405
NCM Capital Management
New Jersey
$286K -$3.34K -50 -1%
RIA
1406
Regal Investment Advisors
Michigan
$285K +$244K +3,653 New
RPC
1407
Rossmore Private Capital
Connecticut
$285K -$14K -210 -5%
MW
1408
Marcum Wealth
Ohio
$284K +$243K +3,639 New
BPWM
1409
Badgley Phelps Wealth Managers
Washington
$283K -$4.75K -71 -2%
QWP
1410
Quotient Wealth Partners
Texas
$283K -$16.5K -247 -6%
BFO
1411
Boston Family Office
Massachusetts
$282K -$15.1K -225 -6%
PFP
1412
Paragon Financial Partners
California
$282K – – –
TGAM
1413
TBH Global Asset Management
Tennessee
$281K +$241K +3,606 New
NEI
1414
Northwest & Ethical Investments
Ontario, Canada
$281K +$127K +1,900 +112%
SMC
1415
Smith, Moore & Co
Missouri
$280K -$5.49K -82 -2%
LWL
1416
Leo Wealth LLC
Texas
$280K +$2.54K +38 +1%
MFA
1417
Mayflower Financial Advisors
Massachusetts
$280K +$240K +3,589 New
SFC
1418
SYM Financial Corp
Indiana
$280K +$240K +3,589 New
MMPW
1419
Mitchell McLeod Pugh & Williams
Alabama
$280K – – –
HTIM
1420
Harbour Trust & Investment Management
Indiana
$279K -$20.1K -300 -8%
CC
1421
Courier Capital
New York
$279K – – –
6F
1422
626 Financial
Michigan
$278K -$28.2K -422 -11%
CWM
1423
Chemistry Wealth Management
New York
$277K +$237K +3,550 New
FBFS
1424
First Business Financial Services
Wisconsin
$277K -$11.6K -173 -5%
WFI
1425
West Family Investments
California
$273K +$234K +3,505 New
55 56
57
58 59