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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1601
SimplyRich
California
$27.2M -$37.5K -144 -0.1%
VAS
1602
Valicenti Advisory Services
New York
$27.2M -$808K -3,106 -3%
MAWA
1603
Moss Adams Wealth Advisors
Washington
$27.2M +$942K +3,618 +3%
AOWM
1604
Asset One Wealth Management
Washington
$27.1M +$11.4M +43,835 +75%
OFS
1605
OMC Financial Services
New York
$27.1M -$2.12M -8,141 -7%
EIP
1606
Ellis Investment Partners
Pennsylvania
$27.1M +$2.79M +10,706 +11%
SGI
1607
Summit Global Investments
Utah
$27.1M +$40.9K +157 +0.1%
LSA
1608
L & S Advisors
California
$27M -$4.65M -17,877 -14%
OCAM
1609
Onex Canada Asset Management
Ontario, Canada
$27M -$1.18M -4,539 -4%
WSCM
1610
Wellington Shields Capital Management
New York
$27M -$3.06M -11,765 -10%
WC
1611
Weil Company
California
$26.9M -$245K -942 -0.9%
QPW
1612
Quantum Private Wealth
Florida
$26.9M -$36.4K -140 -0.1%
MYA
1613
Meiji Yasuda America
New York
$26.9M -$379K -1,458 -1%
HA
1614
Huntleigh Advisors
Missouri
$26.9M -$1.44M -5,514 -5%
FCIM
1615
Fairview Capital Investment Management
California
$26.9M +$8.34M +32,033 +43%
WA
1616
Wilmar Advisors
Florida
$26.9M – – –
BIG
1617
Brookwood Investment Group
Arizona
$26.8M -$2.8M -10,778 -9%
CWA
1618
Canvas Wealth Advisors
Kansas
$26.8M -$152K -584 -0.6%
DQRIM
1619
Dale Q Rice Investment Management
Washington
$26.8M -$26K -100 -0.1%
GC
1620
Garde Capital
Washington
$26.7M -$29.9K -115 -0.1%
HIP
1621
Harrell Investment Partners
Texas
$26.7M -$545K -2,095 -2%
CA
1622
Crewe Advisors
Utah
$26.7M +$606K +2,327 +2%
SDJVC
1623
St. Denis J. Villere & Co
Louisiana
$26.7M +$5.35M +20,573 +24%
DAM
1624
Diamant Asset Management
Connecticut
$26.6M +$6.9B +26,508,181 +24,974%
PCA
1625
Prosperity Capital Advisors
Ohio
$26.6M -$1.23M -4,708 -4%
63 64
65
66 67