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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1801
Chase Investment Counsel
Virginia
$2.26M +$2.38K +11 +0.1%
MCC
1802
Malaga Cove Capital
California
$2.25M -$35K -162 -2%
OAM
1803
Occidental Asset Management
California
$2.25M +$58.6K +271 +3%
SFP
1804
Sandbox Financial Partners
Maryland
$2.25M -$313K -1,447 -12%
AWA
1805
Aaron Wealth Advisors
Illinois
$2.25M -$43.9K -203 -2%
MSFP
1806
Mark Sheptoff Financial Planning
Connecticut
$2.25M -$86.5K -400 -4%
BS
1807
Boenning & Scattergood
Pennsylvania
$2.24M +$58K +268 +3%
ACG
1808
Allen Capital Group
Nebraska
$2.23M +$141K +654 +7%
AIM
1809
Acropolis Investment Management
Missouri
$2.22M +$75.7K +350 +4%
RWP
1810
Revolve Wealth Partners
New Jersey
$2.22M +$192K +888 +10%
VIA
1811
Vident Investment Advisory
Georgia
$2.21M -$1.38M -6,391 -39%
RIA
1812
Richwood Investment Advisors
Ohio
$2.2M +$264K +1,220 +14%
JFGIW
1813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.2M -$77K -356 -3%
DMBA
1814
Deseret Mutual Benefit Administrators
Utah
$2.2M -$235K -1,085 -10%
IC
1815
Inscription Capital
Texas
$2.18M -$17.1K -79 -0.8%
OC
1816
Oakworth Capital
Alabama
$2.18M +$296K +1,368 +16%
EWM
1817
Elite Wealth Management
Washington
$2.17M -$184K -849 -8%
ATWA
1818
Arbor Trust Wealth Advisors
Michigan
$2.17M -$186K -860 -8%
CWM
1819
Cordatus Wealth Management
Pennsylvania
$2.17M +$1.1M +5,101 +109%
AWE
1820
Avidian Wealth Enterprises
Texas
$2.17M -$315K -1,456 -13%
ECG
1821
Edge Capital Group
Georgia
$2.17M +$591K +2,732 +39%
NHC
1822
Nicholas Hoffman & Company
Georgia
$2.16M -$80K -370 -4%
BHWM
1823
Bar Harbor Wealth Management
New Hampshire
$2.16M -$376K -1,737 -15%
WA
1824
WBH Advisory
Maryland
$2.15M -$461K -2,131 -18%
DS
1825
DRW Securities
Illinois
$2.14M +$2.09M +9,653 New
71 72
73
74 75