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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
926
Optas LLC
Texas
$677K -$42.6K -136 -6%
WAAG
927
Wealth Alliance Advisory Group
Kansas
$673K +$12.9K +41 +2%
DAS
928
Dynamic Advisor Solutions
Arizona
$671K +$176K +562 +38%
SVWAG
929
Sound View Wealth Advisors Group
Georgia
$669K +$511K +1,629 New
DAC
930
Dividend Assets Capital
South Carolina
$669K -$72.1K -230 -10%
BWM
931
BNC Wealth Management
Oregon
$666K +$640K +2,042 New
APIM
932
Agate Pass Investment Management
Washington
$665K +$17.2K +55 +3%
HCM
933
Howland Capital Management
Massachusetts
$659K – – –
MP
934
Munro Partners
Australia
$657K +$632K +2,015 New
ECM
935
Exchange Capital Management
Michigan
$657K -$12.5K -40 -2%
SB
936
Strategic Blueprint
Georgia
$656K +$8.46K +27 +1%
HCM
937
Harvey Capital Management
Florida
$652K – – –
USGIU
938
U.S. Global Investors (USGI)
Texas
$652K – – –
SIG
939
Sargent Investment Group
Maryland
$652K +$627K +2,000 New
EWM
940
Evercore Wealth Management
New York
$652K +$11.9K +38 +2%
ACM
941
AlphaStar Capital Management
North Carolina
$651K -$6.9K -22 -1%
TCA
942
Transcend Capital Advisors
New Jersey
$650K -$143K -457 -19%
TIA
943
Trust Investment Advisors
Indiana
$648K +$1.88K +6 +0.3%
LC
944
LCNB Corp
Ohio
$644K +$6.9K +22 +1%
WPW
945
Waldron Private Wealth
Pennsylvania
$642K – – –
WIS
946
Wright Investors Service
Connecticut
$639K – – –
PWMG
947
Prestige Wealth Management Group
New Jersey
$637K +$68.6K +219 +13%
RWM
948
Ritholtz Wealth Management
New York
$631K -$1.12M -3,562 -65%
AWA
949
Aaron Wealth Advisors
Illinois
$628K -$22.9K -73 -4%
WSTAM
950
Wilbanks Smith & Thomas Asset Management
Virginia
$618K -$10K -32 -2%
36 37
38
39 40