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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$726K +$74.1K +254 +11%
CA
777
Clearstead Advisors
Ohio
$719K +$66.8K +229 +10%
MOS
778
MGO One Seven
Ohio
$717K -$141K -485 -8%
SCI
779
Stableford Capital II
Arizona
$717K +$13.4K +46 +2%
LNC
780
Lincoln National Corp
Pennsylvania
$716K -$12.5K -43 -2%
RWA
781
Ropes Wealth Advisors
Massachusetts
$708K +$4.37K +15 +0.6%
TCM
782
Tributary Capital Management
Nebraska
$701K -$23.3K -80 -3%
MIP
783
Marietta Investment Partners
Wisconsin
$700K +$706K +2,422 New
NL
784
Navalign LLC
California
$698K +$119K +408 +20%
WPW
785
Warther Private Wealth
Ohio
$697K +$699K +2,397 New
CIAS
786
Capital Investment Advisory Services
North Carolina
$696K +$4.37K +15 +0.6%
ZF
787
Zhang Financial
Michigan
$695K – – –
OPS
788
Orion Portfolio Solutions
Nebraska
$694K +$14.6K +50 +2%
PNAA
789
Pictet North America Advisors
Switzerland
$685K – – –
FAM
790
Formidable Asset Management
Ohio
$684K – – –
CFGS
791
Concourse Financial Group Securities
Alabama
$684K +$85.1K +292 +14%
TCWM
792
Total Clarity Wealth Management
Illinois
$680K +$71.7K +246 +12%
CF
793
Centaurus Financial
California
$674K +$12.2K +42 +2%
CCM
794
Coldstream Capital Management
Washington
$669K +$45.8K +157 +7%
FCH
795
Freestone Capital Holdings
Washington
$658K -$8.71M -29,885 -93%
ECM
796
Exchange Capital Management
Michigan
$657K – – –
LWAC
797
Laurel Wealth Advisors (California)
California
$657K +$42K +144 +7%
SGI
798
Summit Global Investments
Utah
$652K -$30.9K -106 -4%
BIC
799
Beach Investment Counsel
Pennsylvania
$650K – – –
BS
800
Boenning & Scattergood
Pennsylvania
$650K – – –
30 31
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