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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1276
Stoneridge Investment Partners
Pennsylvania
$666K +$43.3K +564 +7%
PFWA
1277
Paces Ferry Wealth Advisors
Georgia
$662K +$2.15K +28 +0.3%
CRI
1278
Colonial River Investments
Virginia
$660K -$21.4K -279 -3%
SWM
1279
Salvus Wealth Management
New Jersey
$660K +$461 +6 +0.1%
MP
1280
McDonald Partners
Ohio
$658K +$10.2K +133 +2%
GL
1281
Graypoint LLC
New York
$654K +$93.4K +1,216 +17%
MWM
1282
Maltin Wealth Management
New Jersey
$651K +$654K +8,517 New
QI
1283
Qtron Investments
Massachusetts
$650K +$310K +4,040 +90%
IC
1284
Intersect Capital
California
$646K -$84.4K -1,099 -12%
ST
1285
Smithfield Trust
Pennsylvania
$646K +$61.4K +800 +10%
TWM
1286
TriaGen Wealth Management
California
$646K +$87.4K +1,138 +16%
HC
1287
Hendley & Co
Ohio
$645K – – –
HWA
1288
Heritage Wealth Advisors
Virginia
$645K +$7.83K +102 +1%
OIA
1289
OneDigital Investment Advisors
Kansas
$643K -$150K -1,958 -19%
BCA
1290
Bay Colony Advisors
Massachusetts
$642K -$40.8K -531 -7%
RPCONE
1291
Retirement Planning Company of New England
Rhode Island
$642K -$9.22K -120 -1%
LA
1292
LVW Advisors
New York
$641K -$1.97M -25,677 -75%
ASI
1293
Advisory Services & Investments
Oregon
$641K -$19.2K -250 -3%
AFC
1294
AFT Forsyth & Company
Florida
$639K +$4.61K +60 +0.7%
SSWM
1295
Sheets Smith Wealth Management
North Carolina
$638K -$394K -5,132 -38%
OA
1296
Oxbow Advisors
Texas
$636K – – –
CFA
1297
CWS Financial Advisors
Michigan
$636K +$11.3K +147 +2%
PFS
1298
Physicians Financial Services
North Carolina
$634K -$18K -235 -3%
AIM
1299
Alhambra Investment Management
Florida
$634K +$10.4K +135 +2%
PO
1300
Private Ocean
California
$633K -$164K -2,129 -20%
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