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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Aaron Wealth Advisors
Illinois
$372K +$109K +840 +40%
AGWCA
727
Annis Gardner Whiting Capital Advisors
Florida
$370K -$66.5K -513 -15%
JIC
728
Joel Isaacson & Co
New York
$369K – – –
GT
729
Greenleaf Trust
Michigan
$364K -$59K -455 -14%
WPC
730
Wedmont Private Capital
Pennsylvania
$362K -$86.7K -669 -19%
HAM
731
Hedges Asset Management
Nevada
$361K +$370K +2,850 New
WA
732
Wealth Architects
California
$360K -$4.28K -33 -1%
SC
733
Sepio Capital
Utah
$360K -$92.8K -716 -20%
VWA
734
Visionary Wealth Advisors
Illinois
$360K +$50.4K +389 +16%
ECM
735
Evergreen Capital Management
Washington
$357K -$27.5K -212 -7%
CWM
736
Compass Wealth Management
Connecticut
$355K -$110K -850 -23%
SGA
737
Seaport Global Advisors
Massachusetts
$354K – – –
ALAM
738
Asahi Life Asset Management
Japan
$349K +$357K +2,755 New
HIP
739
HUB Investment Partners
Texas
$349K +$5.19K +40 +1%
AWA
740
Arkadios Wealth Advisors
Georgia
$348K -$11K -85 -3%
VCM
741
Virtue Capital Management
Tennessee
$347K +$53.2K +410 +18%
OWP
742
ORG Wealth Partners
Texas
$345K +$353K +2,719 New
HH
743
Hilltop Holdings
Texas
$344K +$352K +2,715 New
CC
744
Corton Capital
Ontario, Canada
$342K -$220K -1,697 -39%
HFP
745
Holistic Financial Partners
Indiana
$342K -$1.81K -14 -0.5%
BS
746
Banco Santander
Spain
$341K -$259K -2,000 -43%
CWM
747
Chemistry Wealth Management
New York
$337K +$164K +1,265 +91%
FFA
748
Farther Finance Advisors
California
$334K -$43.8K -338 -11%
FA
749
Fountainhead AM
New Jersey
$334K +$5.45K +42 +2%
EF
750
Empirical Finance
Pennsylvania
$332K +$125K +967 +59%
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