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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1876
Optas LLC
Texas
$1.54M +$198K +615 +19%
PCWA
1877
Pacific Capital Wealth Advisors
California
$1.54M -$3.22K -10 -0.3%
PCA
1878
Prosperity Capital Advisors
Ohio
$1.54M -$110K -342 -8%
CP
1879
Canopy Partners
Ohio
$1.54M +$45.4K +141 +4%
FFA
1880
Fragasso Financial Advisors
Pennsylvania
$1.54M +$393K +1,223 +47%
FSBI
1881
Fearless Solutions (Best Invest)
Texas
$1.53M +$1.22M +3,795 New
EFS
1882
Econ Financial Services
Pennsylvania
$1.53M -$290K -902 -19%
BWFA
1883
Baltimore-Washington Financial Advisors
Maryland
$1.52M -$582K -1,810 -32%
BWM
1884
Biltmore Wealth Management
Arizona
$1.52M +$31.9K +99 +3%
NB
1885
Northwest Bancshares
Pennsylvania
$1.52M – – –
HPM
1886
Hoxton Planning & Management
West Virginia
$1.52M +$131K +407 +12%
GWMR
1887
GC Wealth Management RIA
Massachusetts
$1.52M +$33.5K +104 +3%
SCM
1888
Stevens Capital Management
Pennsylvania
$1.52M -$38.3M -119,095 -97%
NIP
1889
Nicholas Investment Partners
California
$1.52M +$122K +378 +11%
FWP
1890
Forefront Wealth Partners
Texas
$1.51M +$1.2M +3,745 New
BF
1891
Bonfire Financial
Colorado
$1.51M +$1.2M +3,742 New
AC
1892
Apella Capital
Connecticut
$1.51M -$4.5K -14 -0.4%
OGF
1893
Orin Green Financial
California
$1.51M -$1.27M -3,951 Closed
ST
1894
Spinnaker Trust
Maine
$1.51M -$78.2K -243 -6%
BPW
1895
Bingham Private Wealth
California
$1.51M +$1.2M +3,728 New
CCC
1896
Compass Capital Corp
Massachusetts
$1.5M +$1.2M +3,717 New
HIMS
1897
Hager Investment Management Services
New Hampshire
$1.5M +$1.2M +3,718 New
WDG
1898
Wealth Dimensions Group
Ohio
$1.5M -$186K -577 -13%
HA
1899
Harfst & Associates
Wyoming
$1.5M -$141K -438 -11%
CG
1900
Cynosure Group
Utah
$1.5M +$309K +961 +35%
74 75
76
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