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Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
701
Howard Hughes Medical Institute
Maryland
$142K -$411K -4,269 -73%
WEC
702
Winslow Evans & Crocker
Massachusetts
$132K – – –
EWM
703
Edge Wealth Management
New York
$114K – – –
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$110K +$120K +1,250 New
TDC
705
Thompson Davis & Co
Virginia
$108K -$25.5K -265 -18%
EA
706
Edge Advisors
Georgia
$103K +$113K +1,175 New
WA
707
WFG Advisors
Texas
$98K -$113K -1,174 -51%
AIC
708
Ayalon Insurance Company
Israel
$98K – – –
AA
709
Apriem Advisors
California
$94K +$5.97K +62 +6%
HI
710
Hudock Inc
Pennsylvania
$92K – – –
PAI
711
Pittenger & Anderson Inc
Nebraska
$92K +$38.5K +400 +62%
BAM
712
Barrett Asset Management
New York
$88K – – –
X
713
Xponance
Pennsylvania
$82K -$3.19M -33,106 -95%
WB
714
Webster Bank
Connecticut
$82K +$90.5K +940 New
MRCM
715
M&R Capital Management
New Jersey
$81K -$9.63K -100 -10%
YWP
716
YorkBridge Wealth Partners
New York
$80K +$83.3K +865 New
EWM
717
Endurance Wealth Management
Rhode Island
$78K – – –
AWM
718
Avior Wealth Management
Nebraska
$75K +$14K +145 +21%
ST
719
Smithfield Trust
Pennsylvania
$66K -$5.2K -54 -7%
CFA
720
Carroll Financial Associates
North Carolina
$65K – – –
CFG
721
Citizens Financial Group
Rhode Island
$62K – – –
BIG
722
Bellwether Investment Group
Tennessee
$62K +$68.5K +711 New
FHA
723
First Horizon Advisors
Tennessee
$58K – – –
OSNBOA
724
Old Second National Bank of Aurora
Illinois
$57K +$4.81K +50 +8%
CPIG
725
Chicago Partners Investment Group
Illinois
$53K – – –
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