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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
851
Herold Advisors
New York
$280K +$19K +400 +8%
SAG
852
SageView Advisory Group
California
$280K -$80.7K -1,702 -25%
AWS
853
Atria Wealth Solutions
New York
$280K -$2.22M -46,902 -89%
LSA
854
Leonteq Securities AG
Switzerland
$279K +$268K +5,660 New
JHCP
855
Jackson Hole Capital Partners
Oklahoma
$276K – – –
PCS
856
Personal CFO Solutions
New Jersey
$275K -$1.8K -38 -0.7%
AA
857
Alta Advisers
United Kingdom
$274K – – –
PWM
858
Palumbo Wealth Management
New York
$274K -$18K -380 -6%
STCOSD
859
Sageworth Trust Company of South Dakota
South Dakota
$274K – – –
WA
860
Wealth Alliance
New York
$272K -$12.7K -268 -5%
PTC
861
Private Trust Company
Ohio
$272K +$12K +253 +5%
OWA
862
Opal Wealth Advisors
New York
$270K -$1.28K -27 -0.5%
SWA
863
Stratos Wealth Advisors
Ohio
$266K -$22.3K -471 -8%
DWT
864
Dorsey & Whitney Trust
South Dakota
$265K -$104K -2,186 -29%
IAS
865
Insigneo Advisory Services
Florida
$265K -$22.8K -481 -8%
PWG
866
Portside Wealth Group
Utah
$264K -$37.6K -794 -13%
MFIM
867
Mesirow Financial Investment Management
Illinois
$262K +$1.09K +23 +0.4%
CA
868
CoreCap Advisors
Michigan
$262K -$89.8K -1,894 -26%
BPW
869
Bingham Private Wealth
California
$260K -$9.05K -191 -3%
OWM
870
OneAscent Wealth Management
Alabama
$259K +$17.1K +361 +7%
PCMH
871
Polymer Capital Management (HK)
Hong Kong
$259K -$2.23K -47 -0.9%
AWAG
872
ARS Wealth Advisors Group
Florida
$259K +$249K +5,255 New
AF
873
Advisornet Financial
Minnesota
$258K +$5.26K +111 +2%
CWM
874
Cordatus Wealth Management
Pennsylvania
$257K -$4.74K -100 -2%
WA
875
WP Advisors
California
$256K +$806 +17 +0.3%
33 34
35
36 37