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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
951
Ausdal Financial Partners
Iowa
$569K -$171K -968 -22%
MCP
952
Mirador Capital Partners
California
$562K +$274K +1,551 +83%
SC
953
SouthState Corp
Florida
$560K -$35.4K -200 -6%
BBP
954
Banco BTG Pactual
Brazil
$558K +$6.72K +38 +1%
CI
955
Conning Inc
Connecticut
$553K – – –
WT
956
Whittier Trust
California
$550K +$16.3K +92 +3%
PNAA
957
Pictet North America Advisors
Switzerland
$550K +$591K +3,341 New
TCM
958
Traynor Capital Management
Pennsylvania
$544K +$96.1K +543 +20%
BSW
959
Buckingham Strategic Wealth
Missouri
$542K +$18.8K +106 +3%
QCMA
960
Quad Capital Management Advisors
New York
$540K +$580K +3,280 New
IWP
961
Icon Wealth Partners
Texas
$535K -$34.3K -194 -6%
ZB
962
Zions Bancorporation
Utah
$533K -$371K -2,094 -39%
JIC
963
Joel Isaacson & Co
New York
$531K +$192K +1,086 +51%
LWAC
964
Laurel Wealth Advisors (California)
California
$530K -$169K -955 -23%
RMAM
965
Raab & Moskowitz Asset Management
New Jersey
$528K -$32.9K -186 -5%
MYAM
966
Meiji Yasuda Asset Management
Japan
$526K -$17.7K -100 -3%
PFPT
967
Pinnacle Financial Partners (Tennessee)
Tennessee
$522K -$14.3K -81 -2%
TL
968
TrueWealth LLC
Georgia
$516K +$2.65K +15 +0.5%
CPIG
969
Chicago Partners Investment Group
Illinois
$505K +$265K +1,500 +66%
GFP
970
Gryphon Financial Partners
Ohio
$501K +$530K +2,997 +6,660%
GC
971
Grace Capital
Massachusetts
$495K -$442K -2,500 -45%
QCIG
972
Quad-Cities Investment Group
Iowa
$495K +$65.3K +369 +14%
ACP
973
Arcus Capital Partners
Georgia
$494K -$14.2K -80 -3%
AC
974
Axon Capital
New York
$494K +$531K +3,000 New
LPC
975
Loeb Partners Corp
New York
$494K +$531K +3,000 New
37 38
39
40 41