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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
726
MGO One Seven
Ohio
$757K +$62K +1,040 +8%
VCM
727
Vivaldi Capital Management
Illinois
$756K -$563K -9,440 -37%
PFPT
728
Pinnacle Financial Partners (Tennessee)
Tennessee
$753K -$72.7K -1,218 -8%
MCCP
729
Mission Creek Capital Partners
California
$753K -$58.1K -973 -7%
BAM
730
Belpointe Asset Management
Nevada
$751K -$134K -2,240 -15%
ANRIA
731
American National Registered Investment Advisor
Texas
$751K -$14.9K -250 -2%
PAS
732
Park Avenue Securities
New York
$748K +$219K +3,671 +39%
SC
733
Schulhoff & Co
Ohio
$741K +$477 +8 +0.1%
HT
734
HighTower Trust
Texas
$740K +$1.19K +20 +0.2%
AIM
735
Anchor Investment Management
South Carolina
$736K -$6.8K -114 -0.9%
CCC
736
Chelsea Counsel Company
California
$736K – – –
HR
737
Howe & Rusling
New York
$735K -$31K -520 -4%
FLPIM
738
F.L. Putnam Investment Management
Massachusetts
$735K +$26.1K +437 +4%
FB
739
First Bancorp
Maine
$733K – – –
HC
740
HNP Capital
New York
$728K -$51.7K -867 -6%
SBL
741
Sargent Bickham Lagudis
Colorado
$728K -$835 -14 -0.1%
SFA
742
Source Financial Advisors
New York
$721K +$319K +5,347 +73%
AB
743
Atlas Brown
Kentucky
$717K -$9.9K -166 -1%
FMWA
744
Forvis Mazars Wealth Advisors
Missouri
$715K +$27.9K +467 +4%
WP
745
WealthSource Partners
California
$712K +$269K +4,510 +57%
PWM
746
Perigon Wealth Management
California
$709K +$335K +5,610 +82%
GA
747
Gateway Advisory
New Jersey
$707K -$1.21M -20,351 -62%
EH
748
Equitable Holdings
New York
$706K -$9.31K -156 -1%
EWM
749
Endurance Wealth Management
Rhode Island
$703K -$29K -486 -4%
SIA
750
Soltis Investment Advisors
Utah
$701K -$1.92M -32,235 -72%
28 29
30
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