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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1076
Pinnacle West Asset Management
Wyoming
$1.09M -$150K -3,275 -12%
RWRC
1077
R.W. Roge & Company
New York
$1.09M -$14.8K -323 -1%
OL
1078
Optas LLC
Texas
$1.09M -$55.6K -1,213 -5%
BRWA
1079
B. Riley Wealth Advisors
Florida
$1.09M -$441K -9,626 -27%
SCA
1080
Stonebridge Capital Advisors
Minnesota
$1.09M -$6.88K -150 -0.6%
CWG
1081
Cornerstone Wealth Group
North Carolina
$1.08M +$64.4K +1,405 +9%
TBNY
1082
Trustco Bank (New York)
New York
$1.08M -$2.29K -50 -0.2%
GM
1083
GeoWealth Management
Illinois
$1.08M -$14.6K -319 -1%
KMWM
1084
Keudell/Morrison Wealth Management
Oregon
$1.07M -$10.7K -234 -1%
CIA
1085
Cladis Investment Advisory
Montana
$1.07M -$275K -6,000 -20%
ACM
1086
Allred Capital Management
Texas
$1.07M -$21.5K -470 -2%
RPCONE
1087
Retirement Planning Company of New England
Rhode Island
$1.07M -$30.3K -661 -3%
LWMNY
1088
Landmark Wealth Management (New York)
New York
$1.06M +$1.1M +24,040 New
CFG
1089
Cooper Financial Group
California
$1.05M +$44.3K +967 +4%
SW
1090
SVB Wealth
Massachusetts
$1.05M -$14.3K -312 -1%
DDC
1091
DF Dent & Co
Maryland
$1.05M -$143K -3,128 -12%
PFA
1092
Pure Financial Advisors
California
$1.05M +$106K +2,313 +11%
WAM
1093
Weatherly Asset Management
California
$1.05M -$6.42K -140 -0.6%
AL
1094
Arnhold LLC
New York
$1.05M – – –
CAAS
1095
Capital Asset Advisory Services
Michigan
$1.05M -$163K -3,551 -18%
LT
1096
Legacy Trust
Michigan
$1.05M -$229 -5 -0%
BAM
1097
Berkshire Asset Management
Pennsylvania
$1.05M -$1.98M -43,121 -65%
TIA
1098
Teucrium Investment Advisors
Vermont
$1.04M +$1.08M +23,567 New
NFG
1099
Nations Financial Group
Iowa
$1.04M +$18.4K +402 +2%
BFC
1100
Bedel Financial Consulting
Indiana
$1.03M -$25.4K -554 -2%
42 43
44
45 46