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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1026
Perigon Wealth Management
California
$475K +$273K +1,005 +86%
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
$474K -$80.1K -295 -12%
FANJ
1028
Financial Architects (New Jersey)
New Jersey
$473K -$122K -450 -17%
MMA
1029
Miracle Mile Advisors
California
$472K +$272K +1,002 +87%
QT
1030
Quantamental Technologies
New York
$471K -$18.2K -67 -3%
PWM
1031
Palumbo Wealth Management
New York
$468K -$382K -1,407 -40%
SBIA
1032
Sheaff Brock Investment Advisors
Indiana
$466K +$193K +711 +50%
NIM
1033
Northeast Investment Management
Massachusetts
$465K +$1.36K +5 +0.2%
DIM
1034
Delta Investment Management
California
$461K -$42.3K -156 -7%
SIC
1035
Schwartz Investment Counsel
Michigan
$461K – – –
OFS
1036
OneAscent Financial Services
Alabama
$461K +$569K +2,096 New
EI
1037
EDMP Inc
Florida
$460K +$163K +602 +40%
AAS
1038
Annex Advisory Services
Wisconsin
$459K -$34.5K -127 -6%
AWCI
1039
Alpine Woods Capital Investors
New York
$458K -$9.99M -36,804 -95%
RCM
1040
Radnor Capital Management
Pennsylvania
$456K +$564K +2,080 New
WSCM
1041
Wellington Shields Capital Management
New York
$455K -$244K -900 -30%
PCM
1042
Parsons Capital Management
Rhode Island
$455K +$5.16K +19 +0.9%
AF
1043
Advisornet Financial
Minnesota
$453K -$1.88M -6,926 -77%
ALAM
1044
Asahi Life Asset Management
Japan
$452K +$44.8K +165 +9%
SA
1045
Strategic Advisors
New York
$444K -$622K -2,293 -53%
ACP
1046
Ashfield Capital Partners
California
$444K – – –
CCA
1047
Checchi Capital Advisers
California
$444K +$4.88K +18 +0.9%
NSB
1048
Norway Savings Bank
Maine
$444K +$453K +1,671 +473%
AG
1049
AIA Group
Hong Kong
$440K +$284K +1,048 +109%
TWA
1050
TCI Wealth Advisors
Arizona
$439K -$814 -3 -0.1%
40 41
42
43 44