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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1801
BBR Partners
New York
$3.18M -$43.8K -162 -1%
CWAG
1802
Compton Wealth Advisory Group
Virginia
$3.18M -$93.3K -345 -3%
CWM
1803
Cornerstone Wealth Management
Missouri
$3.17M -$87.6K -324 -3%
BTWM
1804
Baker Tilly Wealth Management
Wisconsin
$3.17M +$84.6K +313 +3%
WSCM
1805
Wellington Shields Capital Management
New York
$3.16M -$7.03K -26 -0.2%
CV
1806
Counterweight Ventures
North Carolina
$3.16M -$17.8K -66 -0.6%
WA
1807
Wealth Alliance
New York
$3.15M +$54.1K +200 +2%
1WA
1808
180 Wealth Advisors
Washington
$3.14M +$49.5K +183 +2%
AIS
1809
American Investment Services
Massachusetts
$3.14M +$5.68K +21 +0.2%
LI
1810
Louisbourg Investments
New Brunswick, Canada
$3.14M +$54.1K +200 +1%
UWS
1811
Unique Wealth Strategies
Illinois
$3.13M +$277K +1,025 +10%
LC
1812
Lindbrook Capital
California
$3.12M -$359K -1,328 -10%
SIM
1813
Sterling Investment Management
Arizona
$3.12M +$884K +3,270 +41%
RCAG
1814
Rehmann Capital Advisory Group
Michigan
$3.12M -$43K -159 -1%
GJWM
1815
Gilliland Jeter Wealth Management
Arkansas
$3.11M -$270 -1 -0%
NL
1816
Navalign LLC
California
$3.11M +$35.4K +131 +1%
TFP
1817
Tilia Fiduciary Partners
North Carolina
$3.09M +$149K +551 +5%
MCA
1818
Martin Capital Advisors
Texas
$3.09M +$17.8K +66 +0.6%
DCM
1819
Davidson Capital Management
Texas
$3.08M – – –
FI
1820
Fosun International
China
$3.08M -$229K -847 -7%
LT
1821
Lindsell Train
United Kingdom
$3.08M +$946K +3,500 +45%
HCA
1822
Horan Capital Advisors
Ohio
$3.07M -$15.7K -58 -0.5%
EBT
1823
Enterprise Bank & Trust
Massachusetts
$3.06M -$14.3K -53 -0.5%
RCM
1824
Radnor Capital Management
Pennsylvania
$3.06M +$301K +1,115 +11%
GA
1825
Geller Advisors
New York
$3.05M +$22.2K +82 +0.7%
71 72
73
74 75