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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Meridian Wealth Management
Kentucky
$45.3M -$6.2M -39,475 -11%
EDRH
777
Edmond de Rothschild Holding
Switzerland
$45.3M -$1.93M -12,271 -4%
DAS
778
Dynamic Advisor Solutions
Arizona
$45.3M -$1.81M -11,552 -3%
RF
779
Rollins Financial
Georgia
$45.3M +$1.74M +11,060 +3%
OWM
780
Opes Wealth Management
California
$45.1M -$691K -4,404 -1%
WDA
781
Wendell David Associates
New Hampshire
$44.9M -$352K -2,245 -0.7%
AIM
782
Allen Investment Management
New York
$44.9M -$1.81M -11,535 -3%
ECM
783
Evergreen Capital Management
Washington
$44.7M +$4.12M +26,248 +9%
DWM
784
Doyle Wealth Management
Florida
$44.6M -$198K -1,261 -0.4%
LSA
785
Leonteq Securities AG
Switzerland
$44.3M +$10.9M +69,556 +28%
CCG
786
Ceeto Capital Group
Florida
$44.2M -$318K -2,025 -0.6%
LG
787
LaFleur & Godfrey
Michigan
$44M -$3.8M -24,200 -7%
WP
788
WMS Partners
Maryland
$43.9M -$1.89M -12,052 -4%
NFC
789
Northeast Financial Consultants
Connecticut
$43.9M -$5.06M -32,218 -9%
USCWA
790
U.S. Capital Wealth Advisors
Texas
$43.9M -$3.15M -20,057 -6%
AL
791
Aspiriant LLC
California
$43.9M +$1.01M +6,436 +2%
FAIM
792
Financial Advocates Investment Management
Washington
$43.8M -$11.3M -72,094 -19%
MLL
793
Moody Lynn & Lieberson
Massachusetts
$43.7M -$160K -1,022 -0.3%
FB
794
Fulton Bank
Pennsylvania
$43.6M +$138K +879 +0.3%
IFG
795
Independent Financial Group
California
$43.6M -$1.62M -10,323 -3%
PAS
796
Park Avenue Securities
New York
$43.5M +$1.64M +10,476 +3%
SC
797
SouthState Corp
Florida
$43.4M -$132K -840 -0.3%
TG
798
TCW Group
California
$43.3M +$3.14M +20,014 +7%
IGGA
799
Iron Gate Global Advisors
Utah
$43.2M +$482K +3,074 +1%
CC
800
Courier Capital
New York
$43.2M -$499K -3,182 -1%
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