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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1701
Catalyst Capital Advisors
New York
$72.1K -$26.3K -164 -27%
CT
1702
Colonial Trust
South Carolina
$71.9K +$17.2K +107 +31%
TAM
1703
Tucker Asset Management
Colorado
$70.3K -$326K -2,028 -82%
SIC
1704
SJS Investment Consulting
Ohio
$70.2K +$26K +162 +59%
SA
1705
Scarborough Advisors
Maryland
$69.2K -$12.8K -80 -16%
SWP
1706
Strategic Wealth Partners
Ohio
$68.9K +$5.3K +33 +8%
CFS
1707
Compass Financial Services
Iowa
$68.4K – – –
HI
1708
Hoey Investments
Pennsylvania
$67.6K -$1.61K -10 -2%
PWMG
1709
Private Wealth Management Group
New Jersey
$65.5K -$17.8K -111 -21%
M
1710
Mirova
France
$65.5K – – –
WPWM
1711
Western Pacific Wealth Management
Illinois
$64.4K – – –
GA
1712
GoalVest Advisory
New York
$63.9K – – –
HHCP
1713
Hilton Head Capital Partners
South Carolina
$63.7K +$63.6K +396 New
YAL
1714
Your Advocates Ltd
Texas
$62K -$2.41K -15 -4%
W
1715
WealthCollab
Washington
$61.2K +$12.8K +80 +27%
HIW
1716
Holos Integrated Wealth
Pennsylvania
$61.2K -$62.8K -391 -50%
CYG
1717
Clean Yield Group
Vermont
$58.6K – – –
T
1718
TOBAM
France
$53K -$33.7K -210 -47%
RIAS
1719
Rachor Investment Advisory Services
Michigan
$53K +$52.8K +329 New
KFI
1720
Key Financial Inc
Pennsylvania
$51.8K -$3.85K -24 -7%
MB
1721
MidFirst Bank
Oklahoma
$51.2K +$587K +3,658 New
DI
1722
DAGCO Inc
Ohio
$51K – – –
VR
1723
Vision Retirement
New Jersey
$48.3K +$48.2K +300 New
CWP
1724
Concord Wealth Partners
Virginia
$48.3K -$66K -411 -58%
FIM
1725
FWL Investment Management
Texas
$48.3K – – –
67 68
69
70 71