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Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
1001
Smith, Moore & Co
Missouri
$770K -$55.8K -313 -7%
DWM
1002
Destination Wealth Management
California
$768K -$26.7K -150 -3%
KA
1003
Kovack Advisors
Florida
$768K -$25K -140 -3%
DWM
1004
Diversify Wealth Management
Utah
$766K +$818K +4,588 New
GAG
1005
GM Advisory Group
New York
$766K -$1.21M -6,784 -62%
STA
1006
Summit Trail Advisors
New York
$764K +$65.8K +369 +10%
LA
1007
Legacy Advisors
Pennsylvania
$762K +$60.6K +340 +9%
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$762K +$390K +2,187 +109%
BA
1009
Bristlecone Advisors
Washington
$761K -$52.8K -296 -7%
OFG
1010
Oxford Financial Group
Indiana
$760K +$23.2K +130 +3%
CIG
1011
Cullen Investment Group
Louisiana
$760K -$112K -631 -13%
RCA
1012
Resonant Capital Advisors
Wisconsin
$756K -$221K -1,242 -23%
GWANC
1013
Guardian Wealth Advisors (North Carolina)
North Carolina
$754K +$313K +1,758 +74%
EBT
1014
Enterprise Bank & Trust
Massachusetts
$754K +$15.2K +85 +2%
PCM
1015
Penserra Capital Management
California
$752K -$17.6K -99 -2%
IIC
1016
Integrated Investment Consultants
Michigan
$747K – – –
QCG
1017
Quadrant Capital Group
Ohio
$747K +$26.6K +149 +4%
AWE
1018
Avidian Wealth Enterprises
Texas
$745K -$165K -926 -18%
BC
1019
Bridgefront Capital
Texas
$743K +$727K +4,081 New
DAM
1020
Diamant Asset Management
Connecticut
$742K -$92.7K -520 -11%
BP
1021
BBR Partners
New York
$742K +$10.3K +58 +1%
BAM
1022
Byrne Asset Management
New Jersey
$738K – – –
MHIC
1023
Marble Harbor Investment Counsel
Massachusetts
$737K -$39.2K -220 -5%
LC
1024
LCNB Corp
Ohio
$737K -$30.3K -170 -4%
HWM
1025
Hohimer Wealth Management
Washington
$737K -$43.7K -245 -6%
39 40
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