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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
701
Versant Capital Management
Arizona
$866K -$74.6K -547 -8%
WANY
702
Wealthspire Advisors (New York)
New York
$865K +$62.2K +456 +8%
GCP
703
GSA Capital Partners
United Kingdom
$862K -$499K -3,658 -38%
KJHP
704
K.J. Harrison & Partners
Ontario, Canada
$861K +$821K +6,019 New
QFW
705
QTR Family Wealth
Florida
$857K +$92.3K +677 +13%
LI
706
Lafayette Investments
Maryland
$855K +$47.2K +346 +6%
EP
707
Essential Partners
California
$852K -$306K -2,246 -27%
IP
708
Intellectus Partners
California
$846K -$60.6K -444 -7%
GF
709
Gabelli Funds
New York
$844K -$6.82K -50 -0.8%
ZBNA
710
Zions Bancorporation, National Association
Utah
$840K -$2.42M -17,739 -75%
C
711
Certuity
Florida
$832K -$9.28K -68 -1%
WHG
712
Westwood Holdings Group
Texas
$826K +$787K +5,771 New
VA
713
VestGen Advisors
Illinois
$821K +$51.8K +380 +7%
AIMA
714
Ables Iannone Moore & Associates
Georgia
$818K -$77.6K -569 -9%
AI
715
AXS Investments
New York
$812K -$2.86K -21 -0.4%
DIA
716
Dana Investment Advisors
Wisconsin
$806K -$155K -1,134 -17%
CWG
717
Cornerstone Wealth Group
North Carolina
$791K -$2.09M -15,296 -73%
CCM
718
Capstone Capital Management
$788K +$751K +5,507 New
AFGAS
719
Allegiance Financial Group Advisory Services
Virginia
$784K -$77.6K -569 -9%
CCM
720
Coldstream Capital Management
Washington
$782K -$3.14K -23 -0.4%
UFF
721
USA Financial Formulas
Michigan
$773K +$737K +5,401 New
HWM
722
Hohimer Wealth Management
Washington
$762K +$19.6K +144 +3%
AC
723
AXQ Capital
New Jersey
$751K -$888K -6,510 -55%
KIM
724
Kestra Investment Management
Texas
$750K -$128K -935 -15%
AWM
725
Accurate Wealth Management
Florida
$750K -$78.4K -575 -10%
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