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Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
1051
Full Sail Capital
Oklahoma
$402K -$33.4K -600 -8%
BIAS
1052
Beacon Investment Advisory Services
New Jersey
$400K -$66.6K -1,195 -15%
WTB
1053
Washington Trust Bank
Washington
$399K -$1.62K -29 -0.4%
DIM
1054
Delta Investment Management
California
$399K – – –
LWM
1055
Laidlaw Wealth Management
New York
$397K +$48.6K +872 +15%
ER
1056
Enlightenment Research
Florida
$396K +$362K +6,501 New
AA
1057
ALPS Advisors
Colorado
$395K +$361K +6,480 New
BCM
1058
BlueCrest Capital Management
Jersey
$395K +$362K +6,492 New
SMH
1059
Sanders Morris Harris
Texas
$393K – – –
LIA
1060
LBMC Investment Advisors
Tennessee
$393K +$111 +2 +0%
SFA
1061
Sequoia Financial Advisors
Ohio
$393K +$66.2K +1,187 +23%
LB
1062
Leo Brokerage
Texas
$392K +$4.68K +84 +1%
GF
1063
Goodman Financial
Texas
$391K -$318K -5,700 -47%
CFO
1064
CVA Family Office
Colorado
$391K +$50K +897 +16%
APC
1065
Aspire Private Capital
North Carolina
$391K +$59.4K +1,065 +20%
SC
1066
Searle & Co
Connecticut
$389K – – –
PSB
1067
Piscataqua Savings Bank
New Hampshire
$388K +$2.73K +49 +0.8%
MCCP
1068
Mission Creek Capital Partners
California
$387K +$111 +2 +0%
CWM
1069
Concentric Wealth Management
California
$385K -$33.4K -600 -9%
AWM
1070
Accurate Wealth Management
Florida
$383K +$350K +6,284 New
MCM
1071
Murphy Capital Management
New Jersey
$380K +$4.18K +75 +1%
SIA
1072
Sit Investment Associates
Minnesota
$379K +$25.6K +460 +8%
BI
1073
Ballast Inc
Kentucky
$378K +$33.3K +597 +11%
PCS
1074
Personal CFO Solutions
New Jersey
$377K +$37.1K +666 +12%
WP
1075
WealthShield Partners
North Carolina
$375K +$61.4K +1,102 +22%
41 42
43
44 45