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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
876
Regal Investment Advisors
Michigan
$1.35M +$137K +1,144 +10%
DWM
877
Darwin Wealth Management
Florida
$1.35M +$8.48K +71 +0.6%
ADIM
878
Alpha DNA Investment Management
Maryland
$1.34M -$94K -787 -6%
BAAM
879
Baker Avenue Asset Management
California
$1.33M +$566K +4,744 +64%
CK
880
Cohen Klingenstein
New York
$1.32M – – –
H
881
HoyleCohen
California
$1.32M +$356K +2,981 +33%
HBT
882
Heartland Bank & Trust
Illinois
$1.32M +$244K +2,046 +20%
PCU
883
Palliser Capital (UK)
United Kingdom
$1.32M +$1.44M +12,064 New
WAM
884
WealthTrust Asset Management
Florida
$1.3M +$1.42M +11,927 New
WFC
885
Western Financial Corp
California
$1.29M +$264K +2,211 +23%
LSAG
886
Lake Street Advisors Group
New Hampshire
$1.29M +$1.4M +11,766 New
LSPW
887
Lake Street Private Wealth
Illinois
$1.28M +$101K +844 +8%
SWP
888
Strategic Wealth Partners
Ohio
$1.28M -$68.9K -577 -5%
BCWM
889
Bartlett & Co Wealth Management
Ohio
$1.28M +$1.4M +11,710 New
OCM
890
One Capital Management
California
$1.28M +$1.4M +11,708 New
BC
891
Bartlett & Co
Ohio
$1.28M +$1.4M +11,710 New
PSUF
892
People's United Financial
Connecticut
$1.27M +$317K +2,659 +30%
HH
893
HWG Holdings
Texas
$1.27M -$1.49M -12,479 -52%
MWM
894
Mission Wealth Management
California
$1.27M +$287K +2,401 +26%
WT
895
Whittier Trust
California
$1.27M +$393K +3,294 +40%
BFS
896
Bradley Foster & Sargent
Connecticut
$1.26M +$571K +4,783 +71%
BWM
897
Buckley Wealth Management
Nevada
$1.26M +$1.13M +9,455 +459%
OPS
898
Orion Portfolio Solutions
Nebraska
$1.24M +$383K +3,211 +39%
CIA
899
Capital Investment Advisors
Georgia
$1.24M -$35.1K -294 -3%
DLCIG
900
D.L. Carlson Investment Group
New Hampshire
$1.24M -$11.9K -100 -0.9%
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