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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
726
Moors & Cabot
Massachusetts
$395K +$29.9K +155 +9%
PWPS
727
Pinnacle Wealth Planning Services
Ohio
$393K -$167K -866 -32%
SC
728
Scotia Capital
Ontario, Canada
$393K -$5.21K -27 -1%
KFA
729
Krane Funds Advisors
New York
$392K -$142K -737 -28%
DSC
730
Duncker Streett & Co
Missouri
$392K – – –
FIM
731
Frontier Investment Management
Texas
$392K – – –
CC
732
Chicago Capital
Illinois
$390K – – –
DJSG
733
D.J. St. Germain
Massachusetts
$388K -$20.5K -106 -5%
CS
734
Comerica Securities
Michigan
$388K -$4.05K -21 -1%
LNC
735
Lincoln National Corp
Pennsylvania
$382K +$57.5K +298 +20%
AWM
736
Avior Wealth Management
Nebraska
$381K -$18.5K -96 -5%
WSTAM
737
Wilbanks Smith & Thomas Asset Management
Virginia
$378K -$81.5K -422 -19%
MAFM
738
Mid Atlantic Financial Management
Pennsylvania
$376K +$4.83K +25 +1%
JWCA
739
J.W. Coons Advisors
Ohio
$375K -$48.3K -250 -12%
1WA
740
180 Wealth Advisors
Washington
$372K +$6.76K +35 +2%
HPWM
741
Highland Private Wealth Management
Washington
$372K +$46.9K +243 +16%
BAM
742
Belpointe Asset Management
Nevada
$364K -$17K -88 -5%
BDWM
743
Brewin Dolphin Wealth Management
Ireland
$364K – – –
PCG
744
Private Capital Group
Connecticut
$363K -$29K -150 -8%
HTC
745
Haverford Trust Company
Pennsylvania
$362K – – –
AIC
746
Archer Investment Corporation
Indiana
$361K – – –
FMWA
747
Forvis Mazars Wealth Advisors
Missouri
$360K +$58.5K +303 +22%
SEEDPG
748
S.E.E.D. Planning Group
New York
$359K +$16.2K +84 +5%
QCG
749
Quadrant Capital Group
Ohio
$358K +$38.2K +198 +13%
AWM
750
Aberdeen Wealth Management
Illinois
$358K +$39.6K +205 +14%
28 29
30
31 32