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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
351
Ritholtz Wealth Management
New York
$829K +$72.7K +2,373 +9%
BFIM
352
Beese Fulmer Investment Management
Ohio
$823K +$490K +16,000 +123%
SS
353
Sunbelt Securities
Texas
$822K +$63.8K +2,083 +8%
MA
354
Mutual Advisors
Nebraska
$822K +$184K +5,995 +26%
CIAS
355
Capital Investment Advisory Services
North Carolina
$818K +$13.4K +437 +2%
CCP
356
Corient Capital Partners
California
$799K -$68.9K -2,249 -7%
USCWA
357
U.S. Capital Wealth Advisors
Texas
$797K +$17.6K +573 +2%
WJWM
358
Williams Jones Wealth Management
New York
$797K +$862K +28,124 New
AWA
359
AmeriServ Wealth Advisors
Pennsylvania
$793K – – –
ACM
360
Argyle Capital Management
Pennsylvania
$791K – – –
CAM
361
Cozad Asset Management
Illinois
$789K -$149K -4,849 -15%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$785K -$266K -8,667 -24%
LF
363
Lantz Financial
Illinois
$782K – – –
NW
364
Naviter Wealth
Arkansas
$773K +$835K +27,263 New
CA
365
Cullinan Associates
Kentucky
$768K +$49K +1,600 +6%
GT
366
Greenleaf Trust
Michigan
$766K +$356K +11,622 +75%
PA
367
Profund Advisors
Maryland
$763K -$58.6K -1,911 -7%
WAAG
368
Wealth Alliance Advisory Group
Kansas
$762K -$12.2K -397 -1%
BCM
369
Barden Capital Management
Texas
$757K +$818K +26,694 New
AP
370
Advisor Partners
California
$752K +$39.3K +1,281 +5%
CAI
371
Capital Advisors Inc
Oklahoma
$749K +$91.7K +2,994 +13%
SW
372
SVB Wealth
Massachusetts
$744K +$138K +4,504 +21%
BAM
373
Blueshift Asset Management
New Jersey
$743K -$1.42M -46,481 -64%
FFM
374
Forum Financial Management
Illinois
$738K +$72K +2,350 +10%
KWM
375
Kingsview Wealth Management
Oregon
$738K +$131K +4,282 +20%
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