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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
951
Romano Brothers & Co
Illinois
$644K -$133K -2,009 -17%
AP
952
Adero Partners
California
$641K +$330 +5 +0.1%
ECA
953
Elevated Capital Advisors
Utah
$636K +$354K +5,363 +120%
CFMC
954
Curbstone Financial Management Corp
New Hampshire
$635K – – –
NW
955
Naviter Wealth
Arkansas
$633K +$71K +1,076 +15%
EWA
956
Evolution Wealth Advisors
Florida
$627K -$606K -9,182 -49%
NL
957
NWAM LLC
Washington
$626K +$23.3K +353 +4%
CWM
958
Congress Wealth Management
Massachusetts
$625K +$80.5K +1,220 +14%
LC
959
Lindbrook Capital
California
$623K +$21.1K +320 +3%
EHWM
960
Eads & Heald Wealth Management
Georgia
$622K -$75.2K -1,139 -11%
CQS
961
Credential Qtrade Securities
$622K +$620K +9,400 +4,700%
MIFH
962
Migdal Insurance & Financial Holdings
Israel
$621K +$5.68K +86 +0.9%
LL
963
LWMG LLC
Minnesota
$615K +$627K +9,501 New
CT
964
Caldwell Trust
Florida
$613K +$2.31K +35 +0.4%
SSWM
965
Strait & Sound Wealth Management
California
$610K +$563K +8,525 New
AFT
966
Alpha Family Trust
California
$610K +$622K +9,420 New
FCM
967
Fortis Capital Management
Washington
$610K -$68.3K -1,035 -10%
AC
968
Amitell Capital
Singapore
$609K +$621K +9,407 New
GFG
969
Greystone Financial Group
Michigan
$605K -$612K -9,269 -50%
FNBT
970
FineMark National Bank & Trust
Florida
$603K -$183K -2,779 -23%
DC
971
DeDora Capital
California
$602K +$88K +1,333 +17%
CCA
972
Checchi Capital Advisers
California
$602K -$40K -606 -6%
AWA
973
Arkadios Wealth Advisors
Georgia
$600K +$65.7K +996 +12%
MP
974
McDonald Partners
Ohio
$595K +$28.8K +436 +5%
RMAM
975
Raab & Moskowitz Asset Management
New Jersey
$595K -$90.8K -1,376 -13%
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39
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