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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
751
Logan Capital Management
Pennsylvania
$1.59M – – –
BMC
752
Beaton Management Company
Massachusetts
$1.59M -$65.4K -400 -5%
EWM
753
Empirical Wealth Management
Washington
$1.59M -$444K -2,717 -25%
WPC
754
White Pine Capital
Minnesota
$1.58M +$125K +767 +10%
VWA
755
Visionary Wealth Advisors
Illinois
$1.58M -$10.3K -63 -0.8%
GC
756
Garde Capital
Washington
$1.57M -$29.9K -183 -2%
SWM
757
Sculati Wealth Management
Michigan
$1.57M +$316K +1,934 +31%
FFA
758
First Foundation Advisors
California
$1.56M -$137K -835 -9%
WI
759
Wintrust Investments
Illinois
$1.55M -$261K -1,596 -15%
CT
760
Caldwell Trust
Florida
$1.55M -$102K -624 -7%
MSE
761
MUFG Securities EMEA
United Kingdom
$1.54M -$398K -2,433 -23%
PGWM
762
Pitti Group Wealth Management
New York
$1.54M +$596K +3,641 +82%
GT
763
Greenleaf Trust
Michigan
$1.54M +$73.4K +449 +6%
FHC
764
First Heartland Consultants
Missouri
$1.54M +$75.1K +459 +6%
FAM
765
Formidable Asset Management
Ohio
$1.54M +$90.9K +556 +7%
RT
766
Rockland Trust
Massachusetts
$1.54M -$49.6K -303 -4%
FHA
767
Flagship Harbor Advisors
Massachusetts
$1.53M -$68.9K -421 -5%
SIA
768
Sage Investment Advisers
New York
$1.53M -$168K -1,026 -11%
WA
769
Waverly Advisors
Alabama
$1.53M +$8.02K +49 +0.6%
RBFC
770
Roman Butler Fullerton & Co
Missouri
$1.52M +$896K +5,477 +316%
JCA
771
Jade Capital Advisors
New Jersey
$1.52M +$1.31M +8,000 New
SS
772
Simplicity Solutions
Minnesota
$1.52M +$28.6K +175 +2%
WWG
773
West Wealth Group
California
$1.52M – – –
CIAS
774
Capital Investment Advisory Services
North Carolina
$1.51M -$192K -1,172 -13%
CCG
775
Ceeto Capital Group
Florida
$1.51M +$3.6K +22 +0.3%
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