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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1876
Gray Wealth Management
Maine
$1.64M +$67.3K +329 +5%
VAG
1877
VisionPoint Advisory Group
Texas
$1.63M +$1.03M +5,042 +209%
VWM
1878
Vigilare Wealth Management
Arizona
$1.63M -$265K -1,296 -15%
LWAC
1879
Laurel Wealth Advisors (California)
California
$1.63M -$25.4K -124 -2%
AFAS
1880
Acorn Financial Advisory Services
Virginia
$1.63M +$1.24M +6,047 +438%
OIS
1881
Okabena Investment Services
Minnesota
$1.62M +$232K +1,132 +18%
JIC
1882
Joel Isaacson & Co
New York
$1.62M +$6.96K +34 +0.5%
GDP
1883
Great Diamond Partners
Maine
$1.61M -$146K -712 -9%
BW
1884
Bison Wealth
Georgia
$1.6M +$443K +2,164 +42%
MIH
1885
Meitav Investment House
Israel
$1.6M +$37.7K +184 +3%
AWG
1886
Altus Wealth Group
Colorado
$1.6M +$1.49M +7,304 New
BMO
1887
Beck Mack & Oliver
New York
$1.6M -$42K -205 -3%
MSFS
1888
Main Street Financial Solutions
Pennsylvania
$1.59M +$1.49M +7,290 New
GFS
1889
GYL Financial Synergies
Connecticut
$1.59M +$26.4K +129 +2%
LPIC
1890
LeJeune Puetz Investment Counsel
Michigan
$1.59M +$15.3K +75 +1%
MWM
1891
Mattern Wealth Management
Kansas
$1.58M +$75.1K +367 +5%
CP
1892
Covenant Partners
Tennessee
$1.58M +$212K +1,037 +17%
SLF
1893
Sun Life Financial
Ontario, Canada
$1.58M -$97.8K -478 -6%
NPA
1894
Nichols & Pratt Advisers
Massachusetts
$1.58M – – –
AC
1895
Avestar Capital
New York
$1.57M +$169K +825 +13%
NCL
1896
Nishkama Capital LLC
Puerto Rico
$1.57M +$1.47M +7,200 New
KPW
1897
Kore Private Wealth
New York
$1.56M +$295K +1,443 +25%
VIA
1898
Vident Investment Advisory
Georgia
$1.56M -$409K -2,000 -22%
CCM
1899
Cox Capital Management
Massachusetts
$1.56M +$55.9K +273 +4%
KWM
1900
Keebeck Wealth Management
Illinois
$1.55M +$45.6K +223 +3%
74 75
76
77 78