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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
876
Copeland Capital Management
Pennsylvania
$28.4K -$125K -3,623 -80%
SGFG
877
Silver Grove Financial Group
New York
$27.9K +$26.5K +767 +667%
EP
878
Evelyn Partners
$27.7K +$30.2K +875 New
CFSG
879
Community Financial Services Group
Vermont
$26.9K +$28K +810 +3,240%
WIM
880
Westside Investment Management
California
$26.5K +$138 +4 +0.5%
SIM
881
Synergy Investment Management
Florida
$26.5K +$3.28K +95 +13%
SL
882
Salomon & Ludwin
Virginia
$26.2K +$23.5K +680 +519%
CFP
883
Comprehensive Financial Planning
Pennsylvania
$26.1K – – –
EWP
884
Elevation Wealth Partners
California
$24.8K +$25.1K +727 +1,253%
MWM
885
Mascoma Wealth Management
New Hampshire
$24.2K +$449 +13 +2%
NF
886
Napier Financial
Massachusetts
$24.2K – – –
SIC
887
SJS Investment Consulting
Ohio
$23.8K +$4.53K +131 +21%
TFIPS
888
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.7K – – –
SWIM
889
Smallwood Wealth Investment Management
New Jersey
$23.7K – – –
PWA
890
Physician Wealth Advisors
Utah
$22.6K +$15.6K +451 +171%
FGC
891
Financial Gravity Companies
Texas
$22.6K +$24.7K +715 New
TCOT
892
Trust Company of Toledo
Ohio
$22.4K -$37.7K -1,090 -61%
GWP
893
Gen-Wealth Partners
Michigan
$21.5K -$227K -6,560 -91%
PB
894
Prosperity Bancshares
Texas
$21.3K +$12.1K +349 +108%
IAS
895
IMA Advisory Services
Colorado
$20.5K +$22.5K +650 New
KA
896
Kozak & Associates
Colorado
$20.4K -$23.8K -688 -52%
DJSG
897
D.J. St. Germain
Massachusetts
$20.2K – – –
WETS
898
Wealth Enhancement Trust Services
South Dakota
$20.1K -$6.01K -174 -22%
AF
899
Align Financial
Minnesota
$19.8K – – –
PWA
900
Provenance Wealth Advisors
Florida
$19.8K – – –
34 35
36
37 38