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Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
926
Principal Street Partners
Tennessee
$593K -$14.7K -67 -3%
SLI
927
Sumitomo Life Insurance
Japan
$592K -$21.9K -100 -4%
SCP
928
Sivia Capital Partners
California
$586K +$565K +2,579 New
WPC
929
Wedmont Private Capital
Pennsylvania
$586K +$11.6K +53 +2%
JIC
930
Joel Isaacson & Co
New York
$585K -$54.1K -247 -9%
LWAM
931
Legacy Wealth Asset Management
Minnesota
$580K +$12.3K +56 +2%
SWP
932
Sagespring Wealth Partners
Tennessee
$576K +$99.9K +456 +22%
LAM
933
LECAP Asset Management
United Kingdom
$576K +$555K +2,534 New
OWA
934
Octavia Wealth Advisors
Ohio
$575K -$30.2K -138 -5%
BCPWM
935
Bradley & Co Private Wealth Management
Florida
$574K +$30K +137 +6%
WF
936
Womack Financial
Texas
$574K -$1.75K -8 -0.3%
CWS
937
Confluence Wealth Services
Pennsylvania
$567K -$28K -128 -5%
FHA
938
First Horizon Advisors
Tennessee
$566K -$1.53K -7 -0.3%
SCM
939
Sterneck Capital Management
Missouri
$566K +$27.2K +124 +5%
HCM
940
Howland Capital Management
Massachusetts
$564K -$21.9K -100 -4%
PA
941
Profund Advisors
Maryland
$563K +$50.6K +231 +10%
ACM
942
Advisors Capital Management
New Jersey
$559K -$49.5K -226 -8%
JSW
943
Journey Strategic Wealth
New Jersey
$557K +$70.9K +324 +15%
UB
944
Umpqua Bank
Oregon
$556K -$46.2K -211 -8%
CCG
945
Cypress Capital Group
Florida
$555K +$302K +1,381 +130%
AWM
946
Allen Wealth Management
North Carolina
$552K -$21.9K -100 -4%
IAIM
947
International Assets Investment Management
Florida
$551K -$5.47K -25 -0%
PFPT
948
Pinnacle Financial Partners (Tennessee)
Tennessee
$548K -$1.09M -4,987 -67%
FCA
949
FLC Capital Advisors
California
$545K +$60.7K +277 +13%
RIA
950
Richwood Investment Advisors
Ohio
$542K +$21.9K +100 +4%
36 37
38
39 40