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Name Holding Trade Value Shares
Change 		Change in
Stake
V
551
Veritable
Delaware
$345K -$84.8K -929 -17%
EAMA
552
EFG Asset Management (Americas)
Florida
$344K -$2.19K -24 -0.5%
PCA
553
Pallas Capital Advisors
Massachusetts
$341K -$77.8K -853 -17%
HIA
554
Harbor Investment Advisory
Maryland
$340K +$47.8K +524 +13%
PRC
555
Pearl River Capital
Michigan
$339K +$415K +4,550 New
PI
556
PFS Investments
Georgia
$335K +$119K +1,307 +41%
EGM
557
Engineers Gate Manager
New York
$335K +$411K +4,500 New
BJL
558
Brighton Jones LLC
Washington
$332K -$15.1K -165 -4%
BRWA
559
B. Riley Wealth Advisors
Florida
$332K +$28.7K +315 +8%
GAM
560
Griffin Asset Management
New York
$329K +$402K +4,408 New
EWA
561
EP Wealth Advisors
California
$328K -$10.6K -116 -3%
TPA
562
Trivium Point Advisory
Connecticut
$328K -$3.56K -39 -1%
WP
563
Waycross Partners
Kentucky
$328K – – –
WF
564
Welch & Forbes
Massachusetts
$328K – – –
SWM
565
SeaCrest Wealth Management
New York
$323K +$24.9K +273 +7%
PGH
566
Partners Group Holding
Switzerland
$322K -$344K -3,768 -47%
AWA
567
Alta Wealth Advisors
Massachusetts
$318K -$39.8K -436 -9%
VC
568
Veery Capital
Delaware
$318K – – –
II
569
Inspire Investing
Idaho
$317K +$115K +1,257 +42%
HWAM
570
Hennion & Walsh Asset Management
New Jersey
$316K -$22.1K -242 -5%
DIP
571
DT Investment Partners
Pennsylvania
$316K – – –
MNBTD
572
Moody National Bank Trust Division
Texas
$315K +$386K +4,232 New
SMH
573
Sanders Morris Harris
Texas
$311K – – –
VFA
574
Voya Financial Advisors
Connecticut
$305K -$155K -1,700 -30%
AFM
575
Abbot Financial Management
Massachusetts
$305K +$36.1K +396 +11%
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