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Name Holding Trade Value Shares
Change 		Change in
Stake
5L
1826
55I LLC
Massachusetts
$1.96M +$688K +3,011 +56%
CWM
1827
Circle Wealth Management
New Jersey
$1.94M +$15.1K +66 +0.8%
HEIP
1828
Hudson Edge Investment Partners
New Jersey
$1.94M – – –
CAM
1829
Centre Asset Management
New York
$1.94M -$453K -1,980 -19%
SFM
1830
Systematic Financial Management
New Jersey
$1.94M – – –
APP
1831
Avantax Planning Partners
Iowa
$1.94M -$41.8K -183 -2%
NFC
1832
Northeast Financial Consultants
Connecticut
$1.93M -$519K -2,272 -22%
CIP
1833
Capital Insight Partners
Arizona
$1.93M -$56.5K -247 -3%
CWMU
1834
Caliber Wealth Management (Utah)
Utah
$1.93M -$43.2K -189 -2%
PWMG
1835
Prestige Wealth Management Group
New Jersey
$1.93M -$78.6K -344 -4%
SFSIG
1836
San Francisco Sentry Investment Group
California
$1.92M -$2.68M -11,707 -59%
MS
1837
Maven Securities
Jersey
$1.91M +$97.4K +426 +6%
EGA
1838
E&G Advisors
Texas
$1.9M -$1.81M -7,928 Closed
IC
1839
Intersect Capital
California
$1.9M +$47.8K +209 +3%
HCM
1840
Hall Capital Management
Rhode Island
$1.9M +$1.85M +8,111 New
SAS
1841
Stelac Advisory Services
New York
$1.9M +$1.11M +4,869 +150%
NAMP
1842
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.9M -$51.4K -225 -3%
IP
1843
Investment Partners
Ohio
$1.89M -$6.63K -29 -0.4%
SWP
1844
Strategic Wealth Partners
Ohio
$1.89M +$144K +632 +8%
ICG
1845
InterOcean Capital Group
Tennessee
$1.89M -$38.6K -169 -2%
WIA
1846
Westbourne Investment Advisors
Maryland
$1.89M -$20.6K -90 -1%
ITIM
1847
Indiana Trust & Investment Management
Indiana
$1.89M +$126K +551 +7%
PFGIA
1848
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M +$508K +2,222 +38%
ROC
1849
Running Oak Capital
Minnesota
$1.88M -$91.7K -401 -5%
NERM
1850
New England Research & Management
Illinois
$1.88M – – –
72 73
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