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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1351
Heritage Wealth Management (Ohio)
Ohio
$1.03M -$461K -2,225 -29%
RAM
1352
Reflection Asset Management
South Carolina
$1.03M +$55.5K +268 +5%
SMTF
1353
Sphera Management Technology Funds
Israel
$1.03M -$1.35M -6,500 -54%
PWP
1354
Principle Wealth Partners
Connecticut
$1.03M -$818K -3,948 -42%
ISL
1355
Ingalls & Snyder LLC
New York
$1.02M -$23.4K -113 -2%
TTIC
1356
Tower Trust & Investment Company
Iowa
$1.02M +$6.84K +33 +0.6%
CMI
1357
Clare Market Investments
Texas
$1.02M +$1.13M +5,469 New
SCA
1358
St. Clair Advisors
Ohio
$1.02M +$22.8K +110 +2%
LAI
1359
Legal Advantage Investments
California
$1.02M – – –
TPCW
1360
TD Private Client Wealth
New York
$1.02M -$425K -2,051 -27%
LC
1361
Lavelle Capital
California
$1.01M +$1.13M +5,431 New
PPC
1362
Park Place Capital
Alabama
$1.01M -$14.9K -72 -1%
WFA
1363
Wellspring Financial Advisors
Ohio
$1.01M -$198K -955 -15%
BCM
1364
BluePath Capital Management
Georgia
$1.01M +$147K +709 +15%
CWA
1365
Consilium Wealth Advisory
Texas
$1.01M +$1.12M +5,386 New
SRA
1366
Secured Retirement Advisors
Minnesota
$1M +$1.11M +5,381 New
RBA
1367
Richard Bernstein Advisors
New York
$1M – – –
FFWA
1368
FRG Family Wealth Advisors
Washington
$1M -$775K -3,741 -41%
OPTFSNA
1369
Old Point Trust & Financial Services N A
Virginia
$1M -$28.2K -136 -2%
AWM
1370
Aprio Wealth Management
Georgia
$1M +$292K +1,407 +36%
AWM
1371
Angeles Wealth Management
California
$995K +$128K +620 +13%
MWM
1372
Modern Wealth Management
Kansas
$993K +$502K +2,424 +83%
DCM
1373
Davidson Capital Management
Texas
$993K -$589K -2,841 -35%
FBFS
1374
First Business Financial Services
Wisconsin
$991K +$210K +1,014 +24%
EW
1375
Elyxium Wealth
California
$989K -$18K -87 -2%
53 54
55
56 57