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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
701
Sagespring Wealth Partners
Tennessee
$876K -$130K -955 -14%
PWMAG
702
Pinnacle Wealth Management Advisory Group
New Jersey
$874K -$76.4K -560 -8%
HWAM
703
Hennion & Walsh Asset Management
New Jersey
$869K +$119K +875 +17%
VCM
704
Versant Capital Management
Arizona
$866K -$74.6K -547 -8%
WANY
705
Wealthspire Advisors (New York)
New York
$865K +$62.2K +456 +8%
GCP
706
GSA Capital Partners
United Kingdom
$862K -$499K -3,658 -38%
KJHP
707
K.J. Harrison & Partners
Ontario, Canada
$861K +$821K +6,019 New
QFW
708
QTR Family Wealth
Florida
$857K +$92.3K +677 +13%
LI
709
Lafayette Investments
Maryland
$855K +$47.2K +346 +6%
EP
710
Essential Partners
California
$852K -$306K -2,246 -27%
IP
711
Intellectus Partners
California
$846K -$60.6K -444 -7%
GF
712
Gabelli Funds
New York
$844K -$6.82K -50 -0.8%
ZBNA
713
Zions Bancorporation, National Association
Utah
$840K -$2.42M -17,739 -75%
C
714
Certuity
Florida
$832K -$9.28K -68 -1%
WHG
715
Westwood Holdings Group
Texas
$826K +$787K +5,771 New
VA
716
VestGen Advisors
Illinois
$821K +$51.8K +380 +7%
AIMA
717
Ables Iannone Moore & Associates
Georgia
$818K -$77.6K -569 -9%
AI
718
AXS Investments
New York
$812K -$2.86K -21 -0.4%
DIA
719
Dana Investment Advisors
Wisconsin
$806K -$155K -1,134 -17%
CWG
720
Cornerstone Wealth Group
North Carolina
$791K -$2.09M -15,296 -73%
CCM
721
Capstone Capital Management
$788K +$751K +5,507 New
AFGAS
722
Allegiance Financial Group Advisory Services
Virginia
$784K -$77.6K -569 -9%
CCM
723
Coldstream Capital Management
Washington
$782K -$3.14K -23 -0.4%
UFF
724
USA Financial Formulas
Michigan
$773K +$737K +5,401 New
HWM
725
Hohimer Wealth Management
Washington
$762K +$19.6K +144 +3%
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