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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
976
Farther Finance Advisors
California
$1.04M -$5.68K -20 -0.5%
MW
977
Marcum Wealth
Ohio
$1.04M +$8.23K +29 +0.8%
V
978
ViaWealth
Kansas
$1.04M -$99.7K -351 -9%
CCA
979
Checchi Capital Advisers
California
$1.04M +$27K +95 +3%
WANY
980
Wealthspire Advisors (New York)
New York
$1.03M -$42.6K -150 -4%
ARG
981
Advisory Resource Group
Oklahoma
$1.03M +$72.4K +255 +7%
EP
982
EPIQ Partners
Minnesota
$1.03M – – –
IAS
983
Insigneo Advisory Services
Florida
$1.02M -$519K -1,826 -33%
SL
984
Sentry LLC
Tennessee
$1.02M – – –
CTC
985
Central Trust Company
Missouri
$1.02M +$33.8K +119 +3%
FAIM
986
Financial Advocates Investment Management
Washington
$1.01M +$20.2K +71 +2%
CWM
987
Connecticut Wealth Management
Connecticut
$1.01M +$29.2K +103 +3%
FCP
988
Fidelis Capital Partners
Florida
$1.01M -$31.2K -110 -3%
ACM
989
Advisors Capital Management
New Jersey
$1M +$93.4K +329 +10%
CAM
990
Columbia Asset Management
Michigan
$1M -$98K -345 -9%
HCA
991
Harbour Capital Advisors
Virginia
$1M -$18.5K -65 -2%
KCM
992
KRS Capital Management
Michigan
$1M +$25.8K +91 +3%
PC
993
Promus Capital
Illinois
$1M +$1.03M +3,626 New
WBC
994
Westpac Banking Corp
Australia
$994K -$210K -738 -17%
SCA
995
Sippican Capital Advisors
Massachusetts
$992K +$4.26K +15 +0.4%
SC
996
Syon Capital
California
$985K +$76.1K +268 +8%
MFS
997
Mattson Financial Services
Michigan
$984K -$366K -1,288 -27%
OQS
998
Occudo Quantitative Strategies
Florida
$981K +$1.01M +3,551 New
GWA
999
Gratus Wealth Advisors
Virginia
$980K – – –
HFM
1000
Harvest Fund Management
China
$974K +$217K +764 +28%
38 39
40
41 42