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Name Holding Trade Value Shares
Change 		Change in
Stake
WS
701
Wedbush Securities
California
$1M -$304 -1 -0%
WANY
702
Wealthspire Advisors (New York)
New York
$996K +$367K +1,206 +55%
UAML
703
US Asset Management LLC
Pennsylvania
$988K +$1.02M +3,366 New
SW
704
SVB Wealth
Massachusetts
$986K +$125K +412 +14%
MFW
705
Meristem Family Wealth
Minnesota
$980K +$151K +496 +17%
CCA
706
Checchi Capital Advisers
California
$979K +$23.7K +78 +2%
MAFM
707
Mid Atlantic Financial Management
Pennsylvania
$972K -$5.17K -17 -0.5%
FFS
708
Founders Financial Securities
Maryland
$971K +$34.7K +114 +4%
SGI
709
Summit Global Investments
Utah
$969K +$319K +1,049 +47%
AWM
710
Altium Wealth Management
New York
$967K +$81.8K +269 +9%
CPIG
711
Chicago Partners Investment Group
Illinois
$965K +$24.3K +80 +3%
PT
712
Plimoth Trust
Massachusetts
$959K +$654K +2,152 +193%
LRPA
713
L. Roy Papp & Associates
Arizona
$957K – – –
9WM
714
9258 Wealth Management
Ohio
$954K +$75.1K +247 +8%
PAM
715
Palisade Asset Management
Minnesota
$952K – – –
CG
716
Colony Group
Massachusetts
$947K -$13.4K -44 -1%
CRC
717
Curi RMB Capital
Illinois
$947K +$37.1K +122 +4%
MS
718
Maven Securities
Jersey
$938K +$716K +2,354 +292%
PFPT
719
Pinnacle Financial Partners (Tennessee)
Tennessee
$932K +$912 +3 +0.1%
VA
720
Valmark Advisers
Ohio
$930K -$191K -629 -17%
WJWM
721
Williams Jones Wealth Management
New York
$929K +$63.8K +210 +7%
S
722
swisspartners
Liechtenstein
$929K +$103K +340 +12%
HAG
723
HighPoint Advisor Group
Illinois
$922K -$24.3K -80 -2%
KCM
724
KLK Capital Management
California
$922K +$683K +2,247 +251%
TNB
725
Thomasville National Bank
Georgia
$914K – – –
27 28
29
30 31