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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1426
Drake & Associates
Wisconsin
$1.01M +$61.1K +678 +6%
JF
1427
Jump Financial
Illinois
$1M -$609K -6,762 -35%
MFC
1428
Mechanics Financial Corp
Ohio
$1M -$132K -1,465 -11%
GWM
1429
Gibbs Wealth Management
Georgia
$1M -$110K -1,217 -9%
VAM
1430
Virtue Asset Management
Illinois
$1M +$53.3K +592 +5%
A
1431
AlphaQuest
New York
$1M +$613K +6,804 +125%
SWA
1432
Sax Wealth Advisors
New Jersey
$999K +$196K +2,175 +22%
VIM
1433
VELA Investment Management
Ohio
$988K – – –
FCP
1434
Fidelis Capital Partners
Florida
$986K +$116K +1,287 +12%
BPIM
1435
Brant Point Investment Management
New York
$981K – – –
PA
1436
Procyon Advisors
Connecticut
$981K +$379K +4,213 +54%
BBHC
1437
Brown Brothers Harriman & Co
New York
$976K -$101K -1,123 -9%
PFA
1438
Pure Financial Advisors
California
$976K +$52.4K +582 +5%
SMA
1439
Sage Mountain Advisors
Georgia
$972K -$94.7K -1,052 -8%
CPCM
1440
Cardinal Point Capital Management
Ontario, Canada
$969K +$27.9K +310 +3%
AWA
1441
Alta Wealth Advisors
Massachusetts
$969K -$15.9K -177 -1%
FI
1442
Finivi Inc
Massachusetts
$967K -$8.73K -97 -0.8%
AMM
1443
American Money Management
California
$966K +$277K +3,077 +35%
EPW
1444
Evolve Private Wealth
California
$965K +$1.06M +11,813 New
EI
1445
Ellevest Inc
New York
$964K -$590K -6,547 -36%
APWM
1446
Argonautica Private Wealth Management
Massachusetts
$964K -$46.2K -513 -4%
PSC
1447
Prentiss Smith & Co
Vermont
$963K – – –
CA
1448
COFG Advisors
Illinois
$963K +$1.06M +11,786 New
HWA
1449
HHM Wealth Advisors
Tennessee
$961K -$44.6K -495 -4%
HSA
1450
HBK Sorce Advisory
Pennsylvania
$960K -$79.9K -887 -6%
56 57
58
59 60