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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1076
Traphagen Investment Advisors
New Jersey
$2.25M +$99.6K +2,300 +5%
WCAMG
1077
Woodard & Company Asset Management Group
North Carolina
$2.25M +$205K +4,735 +10%
MWM
1078
Meridian Wealth Management
Kentucky
$2.24M +$225K +5,187 +11%
CBA
1079
Coastal Bridge Advisors
Connecticut
$2.23M +$31.3K +723 +1%
BFA
1080
Bragg Financial Advisors
North Carolina
$2.23M -$4.18M -96,475 -66%
NRS
1081
Neville Rodie & Shaw
New York
$2.22M -$36.4K -840 -2%
ICM
1082
IMS Capital Management
Oregon
$2.21M -$18.4K -426 -0.8%
SVWAG
1083
Sound View Wealth Advisors Group
Georgia
$2.21M -$198K -4,575 -8%
VFG
1084
Valley Financial Group
Pennsylvania
$2.21M +$34.9K +807 +2%
AC
1085
Arjuna Capital
North Carolina
$2.21M +$20.7K +479 +1%
NFC
1086
Northstar Financial Companies
Pennsylvania
$2.2M +$266K +6,152 +14%
UB
1087
Umpqua Bank
Oregon
$2.2M -$132K -3,047 -5%
EI
1088
EDMP Inc
Florida
$2.2M +$125K +2,894 +6%
WC
1089
Woodstock Corp
Massachusetts
$2.2M -$4.33K -100 -0.2%
HC
1090
Henshaw Capital
Massachusetts
$2.2M – – –
TCWM
1091
Total Clarity Wealth Management
Illinois
$2.2M +$479K +11,072 +28%
WHG
1092
Westwood Holdings Group
Texas
$2.2M -$207K -4,787 -9%
SQA
1093
Simon Quick Advisors
New Jersey
$2.19M +$95.6K +2,209 +5%
CFO
1094
Callan Family Office
Pennsylvania
$2.18M -$332K -7,677 -13%
BE
1095
Bonness Enterprises
District of Columbia
$2.17M – – –
JIC
1096
Joel Isaacson & Co
New York
$2.16M -$17.5K -404 -0.8%
CSA
1097
Cornerstone Select Advisors
Missouri
$2.15M +$141K +3,246 +7%
BMWS
1098
Brady Martz Wealth Solutions
North Dakota
$2.14M +$5.41K +125 +0.3%
AW
1099
Apricus Wealth
South Carolina
$2.14M +$9.13K +211 +0.4%
EWM
1100
Empirical Wealth Management
Washington
$2.14M -$43.9K -1,013 -2%
42 43
44
45 46