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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Destination Wealth Management
California
$873K +$954K +7,988 New
RJT
1027
Raymond James Trust
Florida
$870K +$486K +4,072 +105%
ZIG
1028
Zullo Investment Group
Pennsylvania
$869K +$104K +872 +12%
DS
1029
DRW Securities
Illinois
$869K +$949K +7,952 New
XS
1030
XR Securities
Illinois
$854K +$932K +7,808 New
TCM
1031
Triumph Capital Management
Colorado
$854K +$933K +7,814 New
MYLI
1032
Meiji Yasuda Life Insurance
Japan
$852K -$108K -903 -10%
CCM
1033
Covington Capital Management
California
$852K +$904K +7,572 +3,442%
SWRP
1034
Summit Wealth & Retirement Planning
California
$844K -$59.7K -500 -6%
HCM
1035
Hilton Capital Management
New York
$844K – – –
RWP
1036
Revolve Wealth Partners
New Jersey
$844K +$55K +461 +6%
B
1037
Bellecapital
Switzerland
$842K +$7.88K +66 +0.9%
SI
1038
Shaker Investments
Ohio
$840K +$917K +7,681 New
DG
1039
DMC Group
Alabama
$838K -$479K -4,012 -30%
FBC
1040
Fairfield, Bush & Co
Connecticut
$836K +$913K +7,647 New
JGC
1041
J. Goldman & Co
New York
$832K -$2.66M -22,255 -75%
MCM
1042
Manchester Capital Management
Vermont
$832K +$108K +908 +14%
MGIA
1043
Moneta Group Investment Advisors
Missouri
$830K +$33.4K +280 +4%
ATPW
1044
Ashton Thomas Private Wealth
Arizona
$827K +$116K +974 +15%
MG
1045
Mather Group
Illinois
$825K +$710K +5,946 +373%
IA
1046
IFP Advisors
Florida
$821K +$2.87M +24,052 +175%
JC
1047
JB Capital
Connecticut
$820K +$895K +7,496 New
ACM
1048
AlphaStar Capital Management
North Carolina
$816K +$126K +1,059 +17%
WPW
1049
Warther Private Wealth
Ohio
$815K +$331K +2,776 +58%
SFM
1050
Systematic Financial Management
New Jersey
$810K +$885K +7,410 New
40 41
42
43 44