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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
701
Parcion Private Wealth
Washington
$2.11M +$128K +583 +6%
TLCM
702
Twin Lakes Capital Management
California
$2.1M -$16.8K -77 -0.7%
PWA
703
Primoris Wealth Advisors
Florida
$2.1M -$47.3K -216 -2%
MPM
704
Meritage Portfolio Management
Kansas
$2.1M – – –
WSC
705
Wellington Shields & Co
New York
$2.1M -$97.8K -447 -4%
BCV
706
Banque Cantonale Vaudoise
Switzerland
$2.1M +$114K +520 +5%
HSA
707
HBK Sorce Advisory
Pennsylvania
$2.09M -$13.3K -61 -0.6%
VLC
708
Van Leeuwen & Company
New Jersey
$2.09M -$538K -2,459 -18%
SC
709
Searle & Co
Connecticut
$2.08M – – –
BTWM
710
Baker Tilly Wealth Management
Wisconsin
$2.07M -$4.45M -20,320 -65%
PA
711
Profund Advisors
Maryland
$2.07M +$4.38K +20 +0.2%
GIA
712
Guyasuta Investment Advisors
Pennsylvania
$2.06M +$75.5K +345 +3%
CC
713
Centiva Capital
New York
$2.04M +$768K +3,512 +49%
SWM
714
SeaCrest Wealth Management
New York
$2.04M -$496K -2,265 -18%
ACM
715
Adalta Capital Management
New York
$2.03M – – –
CCFP
716
Charles Carroll Financial Partners
Massachusetts
$2.03M +$432K +1,975 +23%
MOS
717
MGO One Seven
Ohio
$2.03M +$131K +599 +6%
GC
718
Gratus Capital
Georgia
$1.97M +$164K +750 +8%
S
719
SignatureFD
Georgia
$1.96M -$1.53K -7 -0.1%
FTDI
720
First Trust Direct Indexing
Massachusetts
$1.96M -$27.8K -127 -1%
CAM
721
Carret Asset Management
New York
$1.96M +$62.4K +285 +3%
WAM
722
Weatherly Asset Management
California
$1.94M -$14.2K -65 -0.6%
CWAF
723
Core Wealth Advisors (Florida)
Florida
$1.94M +$110K +505 +5%
SCM
724
SOL Capital Management
Maryland
$1.93M -$158K -720 -7%
SAI
725
Systematic Alpha Investments
New Jersey
$1.92M – – –
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