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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1251
FinArc Investments
Massachusetts
$4.99M -$267K -2,550 -6%
VWM
1252
Venturi Wealth Management
Texas
$4.98M -$86.9K -831 -2%
CP
1253
Cornerstone Planning
North Carolina
$4.97M -$35.6K -340 -0.8%
GIM
1254
Gold Investment Management
Alberta, Canada
$4.94M -$132K -1,262 -3%
VA
1255
Valmark Advisers
Ohio
$4.94M -$75.7K -724 -2%
PWS
1256
Precision Wealth Strategies
Missouri
$4.93M -$18.3K -175 -0.4%
SCA
1257
Stonebridge Capital Advisors
Minnesota
$4.93M -$1.16M -11,087 -21%
CFIA
1258
Cantor Fitzgerald Investment Advisors
New York
$4.92M -$15.7M -149,961 -78%
MPPW
1259
Mitchell & Pahl Private Wealth
Oklahoma
$4.92M +$30K +287 +0.7%
BPC
1260
Banque Pictet & Cie
Switzerland
$4.91M -$1.88M -17,929 -30%
BST
1261
Bath Savings Trust
Maine
$4.9M +$1.15M +10,956 +36%
CPIG
1262
Chicago Partners Investment Group
Illinois
$4.89M -$274K -2,618 -6%
BTI
1263
Blue Trust Inc
Georgia
$4.89M -$961K -9,188 -18%
EM
1264
Excalibur Management
Massachusetts
$4.89M -$44.9K -429 -1%
AAS
1265
Annex Advisory Services
Wisconsin
$4.87M -$1.2M -11,515 -22%
ADL
1266
Asset Dedication LLC
California
$4.85M -$99.6K -952 -2%
OAM
1267
Oak Asset Management
California
$4.83M -$5.23K -50 -0.1%
NWM
1268
Northcape Wealth Management
New York
$4.83M -$1.83M -17,455 -30%
CC
1269
Centiva Capital
New York
$4.82M +$3.96M +37,825 +1,174%
BAAM
1270
Baker Avenue Asset Management
California
$4.8M +$131K +1,249 +3%
MWA
1271
Meridian Wealth Advisors
Texas
$4.8M +$154K +1,477 +4%
ACM
1272
AlphaStar Capital Management
North Carolina
$4.79M +$165K +1,581 +4%
IP
1273
Integras Partners
Georgia
$4.78M -$38.7K -370 -0.9%
QI
1274
Qtron Investments
Massachusetts
$4.78M -$27.9K -267 -0.7%
MIFH
1275
Migdal Insurance & Financial Holdings
Israel
$4.77M -$54.6K -522 -1%
49 50
51
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