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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
701
Davenport & Co
Virginia
$253K -$85.8K -774 -24%
GA
702
GraniteShares Advisors
New York
$252K -$39.8K -359 -13%
BC
703
Burney Company
Virginia
$251K -$75.9K -685 -22%
RCA
704
Ranch Capital Advisors
Florida
$249K +$2K +18 +0.8%
RFN
705
Redwood Financial Network
Ohio
$248K – – –
CIAS
706
Capital Investment Advisory Services
North Carolina
$246K -$13.3K -120 -5%
UFA
707
US Financial Advisors
Massachusetts
$244K +$257K +2,320 New
PA
708
Pinnacle Associates
New York
$242K -$140K -1,267 -35%
WWM
709
Windsor Wealth Management
Indiana
$242K -$1.22K -11 -0.5%
EI
710
Ellevest Inc
New York
$242K +$255K +2,302 New
FFL
711
Future Fund LLC
Illinois
$239K -$9.64K -87 -4%
CL
712
CPWM LLC
Washington
$236K -$6.46M -58,256 -96%
SGA
713
Seaport Global Advisors
Massachusetts
$236K +$102K +920 +69%
HFM
714
Harvest Fund Management
China
$236K +$142K +1,279 +132%
FTDI
715
First Trust Direct Indexing
Massachusetts
$236K +$249K +2,247 New
RHBC
716
R.H. Bluestein & Co
Michigan
$235K -$58.2K -525 -19%
KCIA
717
Kingsbury Capital Investment Advisors
Illinois
$232K -$34K -307 -12%
MGP
718
Metis Global Partners
California
$232K +$245K +2,207 New
MCA
719
Millennium Capital Advisors
Arkansas
$230K +$243K +2,189 New
SVCP
720
Silicon Valley Capital Partners
California
$229K +$241K +2,176 New
CGH
721
Crossmark Global Holdings
Texas
$229K +$241K +2,177 New
FA
722
Fountainhead AM
New Jersey
$226K +$238K +2,151 New
CCP
723
Corient Capital Partners
California
$226K +$281K +2,538 New
SG
724
StoneX Group
New York
$224K -$47.9K -432 -17%
AF
725
Allworth Financial
California
$220K +$55.9K +504 +32%
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29
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