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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
926
Edgestream Partners
New Jersey
$3.71M -$11.6M -37,329 -78%
CAG
927
Csenge Advisory Group
Florida
$3.7M +$1.76M +5,661 +122%
WP
928
WealthPLAN Partners
Nebraska
$3.68M +$674K +2,163 +21%
WIM
929
WealthPlan Investment Management
Nebraska
$3.68M +$3.95M +12,666 New
FA
930
Fountainhead AM
New Jersey
$3.66M -$12.1K -39 -0.4%
TYCC
931
Texas Yale Capital Corp
Florida
$3.65M -$934 -3 -0%
TA
932
Trellis Advisors
Washington
$3.65M +$20.6K +66 +0.7%
VIA
933
Vident Investment Advisory
Georgia
$3.64M -$585K -1,878 -16%
CA
934
Claro Advisors
Massachusetts
$3.63M – – –
IIC
935
Ironwood Investment Counsel
Arizona
$3.63M +$54.2K +174 +2%
CWM
936
Congress Wealth Management
Massachusetts
$3.62M +$3.14M +10,068 New
BWA
937
BDO Wealth Advisors
Florida
$3.61M +$546K +1,752 +21%
DA
938
DCM Advisors
New York
$3.6M +$64.5K +207 +2%
GW
939
GW & Wade
Massachusetts
$3.58M +$63.5K +204 +2%
MMC
940
Mizuho Markets Cayman
Cayman Islands
$3.57M -$21.8M -70,068 -88%
RWA
941
Ropes Wealth Advisors
Massachusetts
$3.56M -$353K -1,134 -10%
SW
942
SkyOak Wealth
Michigan
$3.56M +$443K +1,422 +17%
BWP
943
Bernardo Wealth Planning
Pennsylvania
$3.56M +$116K +372 +4%
BFPW
944
BOK Financial Private Wealth
Colorado
$3.55M +$319K +1,023 +12%
ACM
945
AlphaStar Capital Management
North Carolina
$3.55M +$169K +543 +6%
WMP
946
Wealth Management Partners
Arizona
$3.53M +$187K +600 +7%
AWP
947
Ascent Wealth Partners
New York
$3.51M +$20.6K +66 +0.7%
MMPW
948
Mitchell McLeod Pugh & Williams
Alabama
$3.5M – – –
MIM
949
Moseley Investment Management
Florida
$3.48M +$41.1K +132 +1%
WTB
950
Washington Trust Bank
Washington
$3.48M +$16.8K +54 +0.6%
36 37
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