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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1226
Wimmer Associates 1
California
$4.63M -$50.9K -250 -1%
PCP
1227
Proficio Capital Partners
Massachusetts
$4.62M -$12.6K -62 -0.2%
EFS
1228
Essex Financial Services
Connecticut
$4.57M -$27.7K -136 -0.5%
GW
1229
GW & Wade
Massachusetts
$4.57M +$105K +514 +2%
TFA
1230
Teamwork Financial Advisors
Texas
$4.57M +$261K +1,282 +5%
WWA
1231
WCG Wealth Advisors
Nevada
$4.56M -$301K -1,481 -6%
BL
1232
Balentine LLC
Georgia
$4.56M +$986K +4,843 +23%
DJSG
1233
D.J. St. Germain
Massachusetts
$4.55M – – –
DAS
1234
Dynamic Advisor Solutions
Arizona
$4.55M -$99.3K -488 -2%
MKA
1235
M. Kulyk & Associates
Georgia
$4.55M +$168K +828 +3%
BCA
1236
Bray Capital Advisors
Florida
$4.54M +$20.6K +101 +0.4%
AUB
1237
Atlantic Union Bankshares
Virginia
$4.53M +$7.53K +37 +0.1%
TPA
1238
Trivium Point Advisory
Connecticut
$4.52M -$223K -1,097 -4%
AWA
1239
Aaron Wealth Advisors
Illinois
$4.52M +$2.92M +14,367 +129%
MA
1240
Mezzasalma Advisors
New Jersey
$4.51M +$38.9K +191 +0.8%
SIA
1241
Sage Investment Advisers
New York
$4.48M -$18.9K -93 -0.4%
FHB
1242
First Hawaiian Bank
Hawaii
$4.48M +$180K +884 +4%
SS
1243
Simplicity Solutions
Minnesota
$4.47M +$856K +4,208 +20%
HIP
1244
HUB Investment Partners
Texas
$4.47M +$2.43M +11,934 +90%
IWM
1245
IHT Wealth Management
Illinois
$4.46M +$995K +4,888 +24%
UFG
1246
United Fire Group
Iowa
$4.44M – – –
KCPG
1247
Kavar Capital Partners Group
Kansas
$4.43M +$14.9K +73 +0.3%
WAS
1248
Winch Advisory Services
Wisconsin
$4.41M -$59.4K -292 -1%
RA
1249
RiverPark Advisors
New York
$4.39M +$3.1M +15,229 +161%
CPIG
1250
Chicago Partners Investment Group
Illinois
$4.38M +$123K +605 +3%
48 49
50
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