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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
901
Harvest Fund Management
China
$1.5M -$2.98M -16,720 -65%
PTC
902
Philadelphia Trust Company
Pennsylvania
$1.5M – – –
CAG
903
Csenge Advisory Group
Florida
$1.5M -$15.3K -86 -0.9%
CWM
904
Connecticut Wealth Management
Connecticut
$1.5M -$73.9K -414 -4%
SBIA
905
Sheaff Brock Investment Advisors
Indiana
$1.49M +$357 +2 +0%
PCA
906
Pallas Capital Advisors
Massachusetts
$1.49M +$222K +1,243 +16%
DWM
907
Dakota Wealth Management
Florida
$1.49M +$150K +838 +10%
AIM
908
Athena Investment Management
California
$1.49M -$9.28K -52 -0.6%
P
909
Pitcairn
Pennsylvania
$1.48M -$21.6K -121 -1%
VST
910
Van Strum & Towne
California
$1.48M -$17.8K -100 -1%
AB
911
Atlas Brown
Kentucky
$1.48M -$2.85K -16 -0.2%
SWM
912
Segment Wealth Management
Texas
$1.47M -$47.3K -265 -3%
MMA
913
Miracle Mile Advisors
California
$1.47M +$1.06M +5,957 +208%
CWM
914
Congress Wealth Management
Massachusetts
$1.47M +$105K +591 +7%
FAM
915
Formidable Asset Management
Ohio
$1.46M -$398K -2,232 -20%
SCA
916
Snowden Capital Advisors
New York
$1.46M +$183K +1,023 +13%
UB
917
UMB Bank
Missouri
$1.46M +$207K +1,160 +15%
LF
918
Lighthouse Financial
Florida
$1.46M +$1.56M +8,740 New
VCM
919
Vivaldi Capital Management
Illinois
$1.45M +$68.3K +383 +5%
AG
920
AlTi Global
New York
$1.44M +$492K +2,756 +49%
GL
921
Graypoint LLC
New York
$1.44M +$50.3K +282 +3%
HW
922
Hancock Whitney
Mississippi
$1.44M -$63.5K -356 -4%
IIM
923
Ipswich Investment Management
Massachusetts
$1.43M -$81.7K -458 -5%
AC
924
AlphaCore Capital
California
$1.42M +$213K +1,193 +16%
WI
925
WrapManager Inc
California
$1.41M -$23.4K -131 -2%
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