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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1201
Ancora Advisors
Ohio
$6.38M +$175K +788 +3%
CHC
1202
City Holding Co
West Virginia
$6.37M -$118K -530 -2%
PIA
1203
Petredis Investment Advisors
Pennsylvania
$6.37M +$79K +355 +1%
APTFM
1204
AGUR Provident & Training Funds Management
Israel
$6.36M – – –
JAM
1205
JCIC Asset Management
Ontario, Canada
$6.35M +$60.5K +272 +1%
WWA
1206
WCG Wealth Advisors
Nevada
$6.34M +$292K +1,312 +5%
LWMM
1207
Legacy Wealth Management (Mississippi)
Mississippi
$6.32M – – –
MCM
1208
Maytus Capital Management
New York
$6.31M +$6.23M +28,000 New
CCA
1209
Covey Capital Advisors
Georgia
$6.3M +$95.7K +430 +2%
TW
1210
Transform Wealth
Colorado
$6.3M +$3.04M +13,656 +96%
GFS
1211
GYL Financial Synergies
Connecticut
$6.27M +$4.86M +21,837 +365%
GW
1212
GW & Wade
Massachusetts
$6.26M -$30.5K -137 -0.5%
LIP
1213
Lighthouse Investment Partners
Florida
$6.23M +$1.21M +5,451 +25%
IFG
1214
Independent Financial Group
California
$6.21M +$23.6K +106 +0.4%
CUAMC
1215
China Universal Asset Management Company
China
$6.21M -$200K -900 -3%
CT
1216
Colonial Trust
South Carolina
$6.21M -$90.8K -408 -1%
IAN
1217
Integrated Advisors Network
Texas
$6.21M +$132K +592 +2%
HSA
1218
HBK Sorce Advisory
Pennsylvania
$6.17M -$6.95M -31,226 -53%
IB
1219
Iyo Bank
Japan
$6.17M – – –
ECML
1220
Eagle Capital Management (Louisiana)
Louisiana
$6.16M -$123K -553 -2%
FFWA
1221
FRG Family Wealth Advisors
Washington
$6.16M -$266K -1,195 -4%
HW
1222
Hedeker Wealth
Illinois
$6.14M +$240K +1,080 +4%
SWA
1223
Stratos Wealth Advisors
Ohio
$6.11M -$51.6K -232 -0.8%
TIP
1224
Torray Investment Partners
Maryland
$6.11M -$1.62M -7,278 -21%
NFC
1225
Northeast Financial Consultants
Connecticut
$6.11M -$46.3K -208 -0.8%
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