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Name Holding Trade Value Shares
Change 		Change in
Stake
UA
951
Unison Advisors
District of Columbia
$712K – – –
RIL
952
Rothschild Investment LLC
Illinois
$711K +$10K +457 +1%
FCH
953
Freestone Capital Holdings
Washington
$710K -$228K -10,417 -25%
LFA
954
Legend Financial Advisors
Pennsylvania
$710K -$12.1K -551 -2%
LIA
955
LS Investment Advisors
Michigan
$705K -$127K -5,795 -16%
TCM
956
Triumph Capital Management
Colorado
$704K -$15.4K -706 -2%
WP
957
WealthPLAN Partners
Nebraska
$697K -$10.9K -496 -2%
DIP
958
DT Investment Partners
Pennsylvania
$696K -$23.7K -1,082 -3%
SRC
959
Shufro Rose & Co
New York
$695K -$4.38K -200 -0.6%
EGA
960
Eagle Global Advisors
Texas
$694K – – –
SCM
961
Schnieders Capital Management
California
$686K -$130K -5,950 -16%
DG
962
DMC Group
Alabama
$684K +$16.9K +773 +3%
PWPS
963
Pinnacle Wealth Planning Services
Ohio
$682K +$117K +5,363 +22%
WQ
964
Wealth Quarterback
New Jersey
$682K +$100K +4,584 +18%
FIA
965
Foundations Investment Advisors
Arizona
$681K -$42.8K -1,956 -6%
KMWM
966
Keudell/Morrison Wealth Management
Oregon
$680K +$102K +4,642 +18%
CMTU
967
Capital Markets Trading (UK)
United Kingdom
$679K -$1.17M -53,430 -64%
NWM
968
Northcape Wealth Management
New York
$679K -$50K -2,286 -7%
BFS
969
Bradley Foster & Sargent
Connecticut
$677K -$8.23K -376 -1%
EWS
970
Evergreen Wealth Solutions
Pennsylvania
$675K +$44.3K +2,026 +7%
EP
971
Edgestream Partners
New Jersey
$674K -$4.5M -205,584 -87%
CT
972
Chicago Trust
Illinois
$670K -$63.4K -2,898 -9%
CFP
973
Catalyst Financial Partners
Massachusetts
$669K +$72.2K +3,298 +13%
NL
974
NWAM LLC
Washington
$668K -$10.3K -470 -2%
SCA
975
Stonebridge Capital Advisors
Minnesota
$666K -$70.7K -3,229 -10%
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