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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1851
HHM Wealth Advisors
Tennessee
$149K – – –
MHR
1852
Matthew Hamilton Rosenberg
$143K -$23K -350 -15%
SAS
1853
Stelac Advisory Services
New York
$143K +$132K +2,001 New
MIM
1854
Meridiem Investment Management
United Kingdom
$141K +$130K +1,975 New
JGIA
1855
Jackson Grant Investment Advisers
Connecticut
$140K +$7.1K +108 +6%
JWA
1856
JFS Wealth Advisors
Pennsylvania
$139K +$15.8K +240 +14%
CYG
1857
Clean Yield Group
Vermont
$138K -$28.6K -435 -18%
ARMC
1858
American Research & Management Company
Massachusetts
$138K – – –
AW
1859
Avion Wealth
Texas
$137K -$31.9K -486 -20%
FPFS
1860
First Personal Financial Services
North Carolina
$136K +$3.48K +53 +3%
SBL
1861
Sargent Bickham Lagudis
Colorado
$135K +$9.66K +147 +8%
RIM
1862
Rockbridge Investment Management
New York
$135K +$41.7K +635 +50%
BSSFA
1863
Baron Silver Stevens Financial Advisors
Florida
$134K +$123K +1,876 New
FWM
1864
Filbrandt Wealth Management
Wisconsin
$133K – – –
GLLW
1865
Graves Light Lenhart Wealth
Virginia
$130K +$119K +1,817 New
CPWM
1866
Cypress Point Wealth Management
Texas
$129K +$118K +1,800 New
CAL
1867
Capital Advisors Ltd
Ohio
$128K – – –
MCA
1868
Mercer Capital Advisers
New Jersey
$122K – – –
MF
1869
Manchester Financial
California
$121K -$1.51K -23 -1%
OPW
1870
Oxler Private Wealth
New York
$117K +$108K +1,650 New
BWA
1871
Burt Wealth Advisors
Maryland
$116K – – –
CT
1872
Clearstead Trust
Maine
$115K – – –
CFG
1873
CKW Financial Group
Hawaii
$114K -$6.57K -100 -6%
KFA
1874
Kelleher Financial Advisors
New York
$114K – – –
CFD
1875
Creative Financial Designs
Indiana
$112K +$66 +1 +0.1%
73 74
75
76 77