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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1276
Washburn Capital Management
Florida
$696K +$727K +3,225 New
FT
1277
Fiduciary Trust
Massachusetts
$695K +$287K +1,274 +65%
MYAM
1278
Meiji Yasuda Asset Management
Japan
$692K +$30.2K +134 +4%
FAG
1279
Fortitude Advisory Group
Washington
$691K +$77.8K +345 +12%
PAYA
1280
Phil A. Younker & Associates
Alaska
$690K +$118K +525 +20%
AGWCA
1281
Annis Gardner Whiting Capital Advisors
Florida
$690K -$22.5K -100 -3%
SCA
1282
Southern Capital Advisors
Tennessee
$686K – – –
RC
1283
Roundview Capital
New Jersey
$686K +$14.4K +64 +2%
SA
1284
Sovran Advisors
California
$685K -$29.3K -130 -4%
BCG
1285
Breakwater Capital Group
New Jersey
$684K – – –
PPH
1286
Pure Portfolios Holdings
Oregon
$684K +$90K +399 +14%
CCWM
1287
Cassaday & Co Wealth Management
Virginia
$682K +$2.48K +11 +0.3%
I2I
1288
Insight 2811 Inc
Illinois
$681K -$20.7K -92 -3%
CA
1289
Crewe Advisors
Utah
$679K +$710K +3,148 New
SWP
1290
Strategic Wealth Partners
Ohio
$673K +$402K +1,783 +134%
OFS
1291
OneAscent Financial Services
Alabama
$672K -$72.6K -322 -9%
QWP
1292
Quotient Wealth Partners
Texas
$672K +$181K +802 +35%
PNC
1293
Park National Corp
Ohio
$671K -$11.7K -52 -2%
EW
1294
Elyxium Wealth
California
$670K +$10.4K +46 +2%
AWM
1295
Angeles Wealth Management
California
$669K +$67.4K +299 +11%
WC
1296
Waterloo Capital
Texas
$669K +$41.5K +184 +6%
RMDI
1297
R.M. Davis Inc
Maine
$668K -$169K -751 -20%
LWCFA
1298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$666K -$170K -753 -20%
RFA
1299
Register Financial Advisors
Georgia
$666K +$521K +2,312 +298%
HWP
1300
Highline Wealth Partners
California
$666K +$4.74K +21 +0.7%
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