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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1201
Prosperity Wealth Management
California
$1.54M +$73.5K +269 +6%
CCWM
1202
Cassaday & Co Wealth Management
Virginia
$1.54M +$27.3K +100 +2%
AIM
1203
Alhambra Investment Management
Florida
$1.54M -$20K -73 -1%
MCC
1204
Money Concepts Capital
Florida
$1.53M +$153K +560 +12%
SEIA
1205
Signature Estate & Investment Advisors
California
$1.53M +$46.7K +171 +3%
MGP
1206
M&G plc
United Kingdom
$1.52M +$1.38M +5,063 New
ICCON
1207
Investment Counsel Company of Nevada
Nevada
$1.52M – – –
AT
1208
Arlington Trust
Alabama
$1.52M +$2.46K +9 +0.2%
ZBNA
1209
Zions Bancorporation, National Association
Utah
$1.52M +$690K +2,525 +100%
CLA
1210
Carnegie Lake Advisors
New Jersey
$1.52M – – –
CT
1211
Caldwell Trust
Florida
$1.51M +$183K +668 +15%
CP
1212
CenterBook Partners
Connecticut
$1.51M +$311K +1,139 +29%
SWM
1213
Silverlake Wealth Management
Vermont
$1.51M -$25.4K -93 -2%
PPW
1214
Parcion Private Wealth
Washington
$1.51M +$173K +633 +14%
DI
1215
DKRT Investments
$1.5M – – –
MFS
1216
Monetta Financial Services
Illinois
$1.5M – – –
HR
1217
Hardy Reed
Mississippi
$1.5M +$9.02K +33 +0.7%
WPP
1218
Whalerock Point Partners
Rhode Island
$1.5M +$145K +529 +12%
SW
1219
SVB Wealth
Massachusetts
$1.5M -$80.4K -294 -6%
NS
1220
NBC Securities
Alabama
$1.5M +$194K +708 +17%
BTW
1221
Boston Trust Walden
Massachusetts
$1.5M – – –
FF
1222
Foronjy Financial
California
$1.5M -$74.6K -273 -5%
TWA
1223
TCI Wealth Advisors
Arizona
$1.49M +$26.8K +98 +2%
WI
1224
WrapManager Inc
California
$1.49M -$463K -1,694 -25%
SCM
1225
Stonehearth Capital Management
Massachusetts
$1.49M – – –
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