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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
926
Portside Wealth Group
Utah
$2.94M -$153K -3,789 -5%
BEAM
927
Baker Ellis Asset Management
Washington
$2.92M -$16.1K -400 -0.6%
HPIA
928
Hamilton Point Investment Advisors
North Carolina
$2.91M +$27K +670 +1%
CAM
929
Cidel Asset Management
Ontario, Canada
$2.9M +$38.2K +949 +1%
MFGM
930
Marshall Financial Group (Maryland)
Maryland
$2.89M -$179K -4,434 -6%
KWA
931
Kingswood Wealth Advisors
California
$2.89M +$654K +16,222 +30%
FFP
932
FourThought Financial Partners
Florida
$2.89M -$140K -3,478 -5%
FC
933
Forte Capital
New York
$2.88M -$8.3K -206 -0.3%
BS
934
Banco Santander
Spain
$2.88M +$207K +5,131 +8%
GWSG
935
GPS Wealth Strategies Group
Colorado
$2.88M -$51K -1,266 -2%
OHWP
936
Oak Harbor Wealth Partners
North Carolina
$2.88M +$49.9K +1,238 +2%
LTAS
937
Linden Thomas Advisory Services
North Carolina
$2.87M +$206K +5,118 +8%
IB
938
Intrust Bank
Kansas
$2.85M -$9.07K -225 -0.3%
VSQM
939
V-Square Quantitative Management
Illinois
$2.85M -$243K -6,019 -8%
SIG
940
Sky Investment Group
Connecticut
$2.85M -$94.1K -2,335 -3%
AWAU
941
Alliance Wealth Advisors (Utah)
Utah
$2.84M +$121K +3,009 +5%
HC
942
Henshaw Capital
Massachusetts
$2.84M – – –
CSA
943
Cottage Street Advisors
Massachusetts
$2.83M +$59.2K +1,469 +2%
WI
944
WBI Investments
New Jersey
$2.82M -$1.25M -31,020 -31%
CCM
945
Cutler Capital Management
Massachusetts
$2.81M +$219K +5,439 +9%
CRI
946
Colonial River Investments
Virginia
$2.81M -$209K -5,181 -7%
WWMSC
947
Wagner Wealth Management (South Carolina)
South Carolina
$2.8M -$1.14M -28,347 -29%
CIC
948
Canal Insurance Company
South Carolina
$2.8M – – –
MP
949
McDonald Partners
Ohio
$2.8M +$73K +1,811 +3%
RCM
950
Raleigh Capital Management
North Carolina
$2.8M -$232K -5,748 -8%
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