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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
801
WNY Asset Management
New York
$309K -$14.8K -400 -4%
SCM
802
Shelton Capital Management
Colorado
$309K -$3.12M -84,400 -90%
NWA
803
New World Advisors
Massachusetts
$308K +$3.73K +101 +1%
WPW
804
Warther Private Wealth
Ohio
$306K -$157K -4,250 -32%
PAG
805
Private Advisor Group
New Jersey
$306K -$211K -5,714 -5%
PWMG
806
Prestige Wealth Management Group
New Jersey
$305K +$254K +6,879 +315%
PA
807
Parallel Advisors
California
$304K -$33.4K -904 -9%
PWP
808
Principle Wealth Partners
Connecticut
$304K – – –
OFS
809
OneAscent Financial Services
Alabama
$303K +$333K +9,004 New
DMBA
810
Deseret Mutual Benefit Administrators
Utah
$301K -$223K -6,024 -40%
CAG
811
Csenge Advisory Group
Florida
$300K -$22.5K -608 -6%
STA
812
Summit Trail Advisors
New York
$298K +$38.7K +1,047 +13%
CCIA
813
Campbell & Co Investment Adviser
Maryland
$297K +$326K +8,831 New
EW
814
Evoke Wealth
California
$297K +$3.92K +106 +1%
FCA
815
FLC Capital Advisors
California
$296K – – –
CRC
816
Curi RMB Capital
Illinois
$292K -$3.88K -105 -1%
ECM
817
Evergreen Capital Management
Washington
$291K +$320K +8,657 New
CFB
818
Cullen/Frost Bankers
Texas
$291K -$8.28K -224 -3%
SIA
819
Schechter Investment Advisors
Michigan
$289K +$9.94K +269 +3%
SAM
820
Silvercrest Asset Management
New York
$288K – – –
NL
821
NWAM LLC
Washington
$286K +$26.6K +719 +9%
QPWM
822
Quadrant Private Wealth Management
Pennsylvania
$286K +$314K +8,495 New
RBC
823
Romano Brothers & Co
Illinois
$286K -$7.35K -199 -2%
SW
824
SteelPeak Wealth
California
$282K +$8.87K +240 +3%
SWM
825
Spire Wealth Management
Virginia
$282K -$12.9K -350 -4%
31 32
33
34 35