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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
876
Clear Creek Financial Management
Washington
$252K +$3.56K +103 +2%
PFGIA
877
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$23.2K +672 +12%
CA
878
CoreCap Advisors
Michigan
$249K +$224K +6,463 New
SWM
879
Sendero Wealth Management
Texas
$248K -$8.13K -235 -4%
RWP
880
RWA Wealth Partners
Massachusetts
$246K +$221K +6,382 New
FCP
881
Fidelis Capital Partners
Florida
$243K -$2.01K -58 -0.9%
DWM
882
Dorchester Wealth Management
Quebec, Canada
$243K – – –
HA
883
Herold Advisors
New York
$243K – – –
BL
884
Balentine LLC
Georgia
$242K -$1.02M -29,507 -82%
HCP
885
Hexagon Capital Partners
Arkansas
$241K -$7.88K -228 -4%
BWP
886
Balboa Wealth Partners
Arizona
$241K +$5.71K +165 +3%
ISL
887
Ingalls & Snyder LLC
New York
$241K -$8.65K -250 -4%
BLC
888
Brown, Lisle/Cummings
Rhode Island
$241K -$6.92K -200 -3%
QPWM
889
Quadrant Private Wealth Management
Pennsylvania
$240K -$77.9K -2,253 -27%
WI
890
Wintrust Investments
Illinois
$240K +$415 +12 +0.2%
GSB
891
Greenfield Savings Bank
Massachusetts
$238K +$6.92K +200 +3%
FCH
892
Freestone Capital Holdings
Washington
$237K +$213K +6,156 New
GIA
893
Gateway Investment Advisers
Ohio
$237K -$86.2K -2,493 -29%
LSPW
894
Lake Street Private Wealth
Illinois
$237K +$2.35K +68 +1%
BTW
895
Boston Trust Walden
Massachusetts
$235K – – –
AAIS
896
ABN AMRO Investment Solutions
$234K – – –
CWM
897
C2C Wealth Management
Arizona
$234K -$12.1K -351 -6%
CWP
898
Concord Wealth Partners
Virginia
$232K +$16.7K +484 +9%
CA
899
Claro Advisors
Massachusetts
$231K -$104 -3 -0%
AT
900
Arden Trust
Delaware
$231K -$140K -4,041 -40%
34 35
36
37 38