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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1826
Cumberland Partners
Ontario, Canada
$661K +$632K +16,780 New
HCWM
1827
Harrison & Co Wealth Management
Virginia
$659K +$189K +5,022 +43%
FAG
1828
Fortitude Advisory Group
Washington
$659K +$102K +2,707 +19%
KFA
1829
Krane Funds Advisors
New York
$658K +$120K +3,195 +24%
GPA
1830
Garrison Point Advisors
California
$658K -$52.2K -1,385 -8%
JPLA
1831
Joseph P. Lucia & Associates
New York
$656K +$399K +10,582 +174%
VF
1832
Vista Finance
Missouri
$656K -$121K -3,207 -16%
SI
1833
Shaker Investments
Ohio
$655K +$9.34K +248 +2%
BCFD
1834
Boit C.F. David
$651K – – –
MFG
1835
Magnus Financial Group
New York
$651K -$129K -3,432 -17%
RRA
1836
Round Rock Advisors
Connecticut
$650K +$82.9K +2,200 +15%
MFG
1837
Mainsail Financial Group
Washington
$650K +$611K +16,214 New
BBNA
1838
Bremer Bank National Association
Minnesota
$649K +$282K +7,478 +83%
VCM
1839
Vivaldi Capital Management
Illinois
$649K -$191K -5,064 -24%
EBT
1840
Enterprise Bank & Trust
Massachusetts
$647K -$717K -19,039 -54%
PCM
1841
Perkins Capital Management
Minnesota
$647K – – –
WC
1842
Whitney & Co
New York
$643K -$235K -6,250 -28%
MSFP
1843
Mark Sheptoff Financial Planning
Connecticut
$640K -$11.8K -312 -2%
JSW
1844
Journey Strategic Wealth
New Jersey
$639K +$611K +16,215 New
LAIC
1845
Lederer & Associates Investment Counsel
California
$637K +$2K +53 +0.3%
EA
1846
Emerald Advisors
Washington
$637K -$35.1K -932 -5%
CL
1847
COWA LLC
Oklahoma
$637K -$26K -691 -4%
RFA
1848
Resurgent Financial Advisors
Georgia
$636K -$25.5K -676 -4%
GWANC
1849
Guardian Wealth Advisors (North Carolina)
North Carolina
$634K -$30.7K -815 -5%
SAS
1850
Stelac Advisory Services
New York
$634K +$44.9K +1,191 +8%
72 73
74
75 76