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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
651
Insight Advisors
Pennsylvania
$458K -$37.1K -160 -7%
TP
652
Truvvo Partners
New York
$453K – – –
PAS
653
Park Avenue Securities
New York
$453K +$519K +2,239 New
BFS
654
Bard Financial Services
Connecticut
$450K -$11.6K -50 -2%
OA
655
Oxbow Advisors
Texas
$450K +$515K +2,222 New
DJYG
656
David J. Yvars Group
Florida
$446K -$2.32K -10 -0.5%
CIAS
657
Capital Investment Advisory Services
North Carolina
$445K +$69.6K +300 +16%
GIA
658
Gladstone Institutional Advisory
Florida
$444K -$240K -1,037 -32%
IA
659
IFP Advisors
Florida
$442K -$57.5K -248 -10%
HCA
660
Harbour Capital Advisors
Virginia
$441K +$505K +2,178 New
9WM
661
9258 Wealth Management
Ohio
$437K -$541K -2,332 -52%
BCI
662
Brinker Capital Investments
Pennsylvania
$437K +$500K +2,158 New
BW
663
Bison Wealth
Georgia
$435K +$31.3K +135 +7%
CAAS
664
Capital Asset Advisory Services
Michigan
$432K -$434K -1,873 -47%
CGL
665
Clarius Group LLC
Washington
$432K -$57.5K -248 -10%
VFM
666
Vivid Financial Management
California
$431K +$20.6K +89 +4%
FAM
667
Fulcrum Asset Management
United Kingdom
$429K – – –
RFMS
668
RWQ Financial Management Services
Florida
$425K +$29K +125 +6%
KWM
669
Kingsview Wealth Management
Oregon
$424K +$168K +724 +54%
AWS
670
AJ Wealth Strategies
New York
$422K – – –
PCA
671
Private Capital Advisors
Connecticut
$422K +$483K +2,083 New
VC
672
Veracity Capital
Georgia
$413K +$92.3K +398 +24%
CAM
673
Columbia Asset Management
Michigan
$413K +$474K +2,042 New
BHB
674
Bank Hapoalim BM
Israel
$412K -$688K -2,965 -59%
JCM
675
Jag Capital Management
Missouri
$410K +$469K +2,024 New
25 26
27
28 29