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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1326
Checchi Capital Advisers
California
$581K -$32.9K -469 -6%
HR
1327
Hayden Royal
North Carolina
$579K +$231K +3,285 +69%
SMFS
1328
Squar Milner Financial Services
California
$579K -$5.55K -79 -1%
AFP
1329
Ausdal Financial Partners
Iowa
$579K +$255K +3,637 +80%
VCA
1330
Verdence Capital Advisors
Maryland
$578K +$10.3K +147 +2%
TA
1331
Tiedemann Advisors
New York
$578K +$247K +3,524 +82%
BRWM
1332
B. Riley Wealth Management
Tennessee
$577K -$40.4K -575 -7%
LSAG
1333
Lake Street Advisors Group
New Hampshire
$571K +$25.5K +363 +5%
GFPC
1334
Global Financial Private Client
Florida
$571K +$540K +7,684 New
SFSG
1335
Stearns Financial Services Group
North Carolina
$570K -$3.44K -49 -0.6%
MF
1336
Magnetar Financial
Illinois
$566K -$278K -3,966 -34%
CFA
1337
Carroll Financial Associates
North Carolina
$566K +$25.6K +365 +5%
BHBT
1338
Burke & Herbert Bank & Trust
Virginia
$559K +$5.97K +85 +1%
WP
1339
WMS Partners
Maryland
$550K -$37.8K -538 -7%
WA
1340
Wambolt & Associates
Colorado
$550K +$43.3K +616 +9%
C
1341
Cerebellum
California
$547K – – –
IP
1342
Intellectus Partners
California
$543K – – –
CCM
1343
Cribstone Capital Management
Maine
$542K -$584K -8,311 -53%
MWC
1344
MBM Wealth Consultants
Missouri
$536K -$4.92K -70 -1%
MCM
1345
Manchester Capital Management
Vermont
$536K – – –
RA
1346
RFG Advisory
Alabama
$535K +$35.3K +503 +8%
ST
1347
Smithfield Trust
Pennsylvania
$534K +$2.81K +40 +0.6%
RA
1348
Rational Advisors
New York
$533K -$584K -8,319 -54%
GT
1349
Glenview Trust
Kentucky
$533K -$23.9K -341 -5%
WCM
1350
Weik Capital Management
Pennsylvania
$532K -$17.6K -250 -3%
52 53
54
55 56