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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Circle Wealth Management
New Jersey
$3.34M +$636K +2,535 +20%
IIM
677
Intact Investment Management
Quebec, Canada
$3.34M +$1.51M +6,000 +67%
OPS
678
Orion Portfolio Solutions
Nebraska
$3.33M +$563K +2,241 +18%
BCM
679
Brookstone Capital Management
Illinois
$3.32M -$424K -1,689 -10%
HWA
680
HCR Wealth Advisors
California
$3.32M +$105K +420 +3%
CIM
681
CIM Investment Management
Pennsylvania
$3.3M +$573K +2,283 +18%
NP
682
NorthRock Partners
Minnesota
$3.29M +$195K +777 +6%
TCM
683
Traynor Capital Management
Pennsylvania
$3.29M +$284K +1,131 +8%
WSFS
684
Wilmington Savings Fund Society
Delaware
$3.27M +$54.2K +216 +1%
BG
685
Benedetti & Gucer
Georgia
$3.26M +$3.68M +14,658 New
ICP
686
Interchange Capital Partners
Pennsylvania
$3.25M -$693K -2,760 -19%
SS
687
Simplicity Solutions
Minnesota
$3.23M -$9.81M -39,075 -73%
PCIA
688
Prime Capital Investment Advisors
Kansas
$3.21M +$2.67M +10,641 +282%
FNT
689
First National Trust
Pennsylvania
$3.21M +$1.32M +5,250 +57%
CPA
690
Capital Planning Advisors
California
$3.21M +$1.9M +7,566 +111%
NIM
691
Northeast Investment Management
Massachusetts
$3.21M +$282K +1,125 +8%
AWM
692
Altium Wealth Management
New York
$3.2M +$970K +3,864 +37%
AAM
693
Azzad Asset Management
Virginia
$3.18M +$291K +1,161 +9%
MPW
694
Monterey Private Wealth
California
$3.17M -$279K -1,110 -8%
HZ
695
Hixon Zuercher
Ohio
$3.17M +$1.58M +6,279 +79%
AWA
696
Alta Wealth Advisors
Massachusetts
$3.15M -$9.04K -36 -0.3%
BRWM
697
B. Riley Wealth Management
Tennessee
$3.15M +$334K +1,329 +10%
CA
698
Cullinan Associates
Kentucky
$3.14M -$979K -3,900 -22%
SAI
699
Systematic Alpha Investments
New Jersey
$3.14M +$3.54M +14,100 New
BCA
700
Biltmore Capital Advisors
New Jersey
$3.13M +$2.96M +11,772 +510%
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