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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
776
Scotia Capital
Ontario, Canada
$606K +$89K +343 +19%
AWM
777
Aries Wealth Management
Maine
$606K +$198K +763 +56%
FAIM
778
Financial Advocates Investment Management
Washington
$604K -$13K -50 -2%
CCM
779
Coldstream Capital Management
Washington
$604K +$31.9K +123 +6%
LWAC
780
Laurel Wealth Advisors (California)
California
$596K +$23.9K +92 +5%
SFA
781
Sequoia Financial Advisors
Ohio
$590K -$57.1K -220 -9%
TCWM
782
Total Clarity Wealth Management
Illinois
$590K -$42.8K -165 -7%
GI
783
Gradient Investments
Minnesota
$589K -$101K -391 -16%
TNB
784
Thomasville National Bank
Georgia
$589K +$76K +293 +9%
PCM
785
Parsons Capital Management
Rhode Island
$586K +$2.59K +10 +0.5%
CC
786
Chicago Capital
Illinois
$583K +$62.3K +240 +13%
CFGS
787
Concourse Financial Group Securities
Alabama
$581K +$152K +585 +39%
BFEC
788
Benjamin F. Edwards & Company
Missouri
$578K +$4.15K +16 +0.8%
9WM
789
9258 Wealth Management
Ohio
$574K +$243K +938 +85%
OWM
790
OneAscent Wealth Management
Alabama
$574K +$532K +2,050 New
ORI
791
Oak Ridge Investments
Illinois
$567K – – –
HCM
792
Howland Capital Management
Massachusetts
$565K +$11.7K +45 +2%
NL
793
Navalign LLC
California
$562K +$521K +2,007 New
EWM
794
Evercore Wealth Management
New York
$561K +$9.6K +37 +2%
USGIU
795
U.S. Global Investors (USGI)
Texas
$560K – – –
WSTAM
796
Wilbanks Smith & Thomas Asset Management
Virginia
$560K +$11.9K +46 +2%
MCM
797
MAI Capital Management
Ohio
$560K +$28.5K +110 +6%
PCM
798
Pointe Capital Management
Michigan
$559K +$8.3K +32 +2%
CAN
799
Cetera Advisor Networks
California
$553K +$127K +488 +33%
IHL
800
Investment House LLC
California
$548K +$507K +1,955 New
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