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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1676
Voya Financial Advisors
Connecticut
$835K -$226K -5,994 -22%
ST
1677
Somerset Trust
Pennsylvania
$830K +$26.1K +692 +3%
FPAS
1678
Focus Partners Advisor Solutions
Missouri
$829K -$309K -8,210 -28%
AC
1679
AXQ Capital
New Jersey
$829K +$792K +21,029 New
CWS
1680
Cypress Wealth Services
California
$827K +$13.7K +364 +2%
TCBWMS
1681
Texas Capital Bank Wealth Management Services
Texas
$826K +$754 +20 +0.1%
BMCM
1682
Burns Matteson Capital Management
New York
$825K +$324K +8,599 +70%
MAM
1683
Mastrapasqua Asset Management
Tennessee
$824K +$21K +557 +3%
CA
1684
Carson Advisory
Georgia
$821K +$53.9K +1,430 +7%
BIA
1685
Beacon Investment Advisors
Maryland
$821K +$785K +20,833 New
CCFM
1686
Clear Creek Financial Management
Washington
$819K +$82.7K +2,194 +12%
RW
1687
Rede Wealth
Virginia
$819K +$17.2K +457 +2%
CT
1688
Clearstead Trust
Maine
$817K -$1.74M -46,272 -69%
LJAC
1689
L.J. Altfest & Co
New York
$817K -$150K -3,993 -16%
WP
1690
Wedgewood Partners
Missouri
$817K -$94.2K -2,500 -11%
SWP
1691
Strategic Wealth Partners
Ohio
$816K -$1.42M -37,650 -65%
FA
1692
Fagan Associates
New York
$813K -$29.2K -775 -4%
LNB
1693
Ledyard National Bank
$811K -$4.57M -121,377 -85%
RWA
1694
Ropes Wealth Advisors
Massachusetts
$809K -$430K -11,419 -36%
PCMM
1695
Piedmont Capital Management (Montana)
Montana
$808K -$83K -2,202 -10%
CS
1696
Capital Square
Tennessee
$808K -$53.1K -1,409 -6%
DA
1697
Denali Advisors
California
$808K +$121K +3,200 +18%
CWP
1698
CFM Wealth Partners
Texas
$804K -$290K -7,687 -27%
WA
1699
Waverly Advisors
Alabama
$802K +$202K +5,358 +36%
SFS
1700
Solitude Financial Services
Virginia
$802K +$38.4K +1,020 +5%
66 67
68
69 70