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Name Holding Trade Value Shares
Change 		Change in
Stake
VAFP
851
Vahanian & Associates Financial Planning
New York
$267K +$246K +1,921 New
KIA
852
KCM Investment Advisors
California
$266K -$3.2K -25 -1%
SPP
853
Single Point Partners
Massachusetts
$265K +$244K +1,906 New
SFP
854
Sweet Financial Partners
Minnesota
$264K +$243K +1,900 New
WPW
855
Waldron Private Wealth
Pennsylvania
$263K +$384 +3 +0.2%
AC
856
Abbrea Capital
California
$262K +$28.8K +225 +14%
CCM
857
Cinctive Capital Management
New York
$261K +$240K +1,876 New
RWP
858
RWA Wealth Partners
Massachusetts
$260K +$239K +1,871 New
PFWA
859
Paces Ferry Wealth Advisors
Georgia
$259K -$11.4K -89 -5%
PCMK
860
Paragon Capital Management (Kansas)
Kansas
$258K -$70.3K -550 -23%
WANY
861
Wealthspire Advisors (New York)
New York
$258K +$238K +1,861 New
HFM
862
Hartford Financial Management
Connecticut
$256K – – –
ISL
863
Ingalls & Snyder LLC
New York
$256K – – –
RFM
864
Royal Fund Management
Florida
$255K – – –
AB
865
Atlas Brown
Kentucky
$255K +$128 +1 +0.1%
TAM
866
Trillium Asset Management
Massachusetts
$252K -$6.27K -49 -3%
CWM
867
Cordatus Wealth Management
Pennsylvania
$252K +$232K +1,813 New
GHA
868
GW Henssler & Associates
Georgia
$252K +$233K +1,818 New
HI
869
Hudock Inc
Pennsylvania
$251K +$43.7K +342 +23%
HIA
870
Harbor Investment Advisory
Maryland
$249K -$8.95K -70 -4%
RWM
871
Ritholtz Wealth Management
New York
$248K +$228K +1,782 New
EGA
872
Eagle Global Advisors
Texas
$247K – – –
BDF
873
Black Diamond Financial
Maryland
$246K – – –
EH
874
Equitable Holdings
New York
$245K +$16.2K +127 +8%
B
875
Bailard
California
$244K – – –
33 34
35
36 37