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Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
776
Live Oak Private Wealth
North Carolina
$753K +$51.3K +176 +7%
EBT
777
Enterprise Bank & Trust
Massachusetts
$752K – – –
GAM
778
Griffin Asset Management
New York
$750K +$26.2K +90 +4%
PA
779
Parallel Advisors
California
$746K +$112K +385 +18%
WC
780
Woodstock Corp
Massachusetts
$734K – – –
VIA
781
Vident Investment Advisory
Georgia
$731K -$115K -395 -14%
BS
782
Bessemer Securities
New York
$730K – – –
EP
783
Eudaimonia Partners
Tennessee
$727K -$475K -1,628 -39%
LWCFA
784
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$726K +$74.1K +254 +11%
CA
785
Clearstead Advisors
Ohio
$719K +$66.8K +229 +10%
MOS
786
MGO One Seven
Ohio
$717K -$141K -485 -8%
SCI
787
Stableford Capital II
Arizona
$717K +$13.4K +46 +2%
LNC
788
Lincoln National Corp
Pennsylvania
$716K -$12.5K -43 -2%
RWA
789
Ropes Wealth Advisors
Massachusetts
$708K +$4.37K +15 +0.6%
TCM
790
Tributary Capital Management
Nebraska
$701K -$23.3K -80 -3%
MIP
791
Marietta Investment Partners
Wisconsin
$700K +$706K +2,422 New
NL
792
Navalign LLC
California
$698K +$119K +408 +20%
WPW
793
Warther Private Wealth
Ohio
$697K +$699K +2,397 New
CIAS
794
Capital Investment Advisory Services
North Carolina
$696K +$4.37K +15 +0.6%
ZF
795
Zhang Financial
Michigan
$695K – – –
OPS
796
Orion Portfolio Solutions
Nebraska
$694K +$14.6K +50 +2%
PNAA
797
Pictet North America Advisors
Switzerland
$685K – – –
FAM
798
Formidable Asset Management
Ohio
$684K – – –
CFGS
799
Concourse Financial Group Securities
Alabama
$684K +$85.1K +292 +14%
TCWM
800
Total Clarity Wealth Management
Illinois
$680K +$71.7K +246 +12%
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