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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
801
Prospera Financial Services
Texas
$4.44M +$43K +467 +1%
BRM
802
Boston Research & Management
Massachusetts
$4.44M -$120K -1,308 -3%
SA
803
swisspartners Advisors
Switzerland
$4.44M +$260K +2,830 +5%
LM
804
Lincluden Management
Ontario, Canada
$4.42M +$944K +10,256 +29%
KJHP
805
K.J. Harrison & Partners
Ontario, Canada
$4.42M +$368K +4,000 +10%
ECM
806
Everence Capital Management
Indiana
$4.42M -$1.01M -10,983 -19%
CC
807
Courier Capital
New York
$4.39M -$54.1K -588 -1%
SPC
808
Sigma Planning Corp
Michigan
$4.38M -$412K -4,480 -9%
TCOT
809
Trust Company of Toledo
Ohio
$4.38M -$128K -1,386 -3%
FCT
810
Family Capital Trust
Massachusetts
$4.38M +$9.11K +99 +0.2%
HWM
811
HB Wealth Management
Georgia
$4.37M -$374K -4,070 -8%
VFG
812
V2 Financial group
Illinois
$4.37M -$135K -1,468 -3%
III
813
Independent Investors Inc
New York
$4.35M -$27.6K -300 -0.7%
IAM
814
Infusive Asset Management
New York
$4.35M +$2.62M +28,430 +170%
BHWM
815
Bar Harbor Wealth Management
New Hampshire
$4.33M -$9.2K -100 -0.2%
LFS
816
Leibman Financial Services
Nebraska
$4.32M +$637K +6,918 +18%
EW
817
Evoke Wealth
California
$4.32M +$4.13M +44,868 New
HR
818
Howe & Rusling
New York
$4.29M -$114K -1,242 -3%
RWA
819
Roberts Wealth Advisors
California
$4.29M +$733K +7,963 +21%
DAS
820
Dynamic Advisor Solutions
Arizona
$4.29M -$259K -2,817 -6%
CAL
821
Capital Analysts LLC
Pennsylvania
$4.28M +$56.5K +614 +1%
LI
822
Louisbourg Investments
New Brunswick, Canada
$4.28M +$1.09M +11,830 +28%
EWM
823
Evercore Wealth Management
New York
$4.27M -$135K -1,468 -3%
SA
824
Strategic Advisors
New York
$4.27M +$353K +3,832 +9%
TCM
825
Teza Capital Management
Illinois
$4.26M -$437K -4,745 -10%
31 32
33
34 35