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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1226
WealthPlan Investment Management
Nebraska
$13.4M +$370K +630 +3%
TNBTD
1227
Trustmark National Bank Trust Department
Mississippi
$13.4M +$364K +620 +3%
FHA
1228
Flagship Harbor Advisors
Massachusetts
$13.3M +$328K +558 +3%
KWA
1229
Kingswood Wealth Advisors
California
$13.3M -$5.74M -9,778 -30%
WTB
1230
Washington Trust Bank
Washington
$13.3M -$308K -525 -2%
BGDI
1231
BW Gestao de Investimentos
Brazil
$13.3M +$13.3M +22,738 New
SIC
1232
Sigma Investment Counselors
Michigan
$13.3M -$88.6K -151 -0.7%
WWA
1233
WCG Wealth Advisors
Nevada
$13.3M +$316K +539 +2%
CSP
1234
Cary Street Partners
Virginia
$13.3M +$13.3M +22,729 New
FFA
1235
Farther Finance Advisors
California
$13.3M +$1.14M +1,950 +9%
JCM
1236
Jacobi Capital Management
Pennsylvania
$13.3M -$217K -369 -2%
IA
1237
IFP Advisors
Florida
$13.3M +$1.56M +2,658 +13%
SWM
1238
SeaCrest Wealth Management
New York
$13.2M +$1.05M +1,781 +9%
SI
1239
Sora Investors
Pennsylvania
$13.2M -$4.34M -7,401 -25%
GFA
1240
Gifford Fong Associates
California
$13.2M – – –
BCH
1241
Berkshire Capital Holdings
California
$13.2M -$6.05M -10,300 -31%
KCM
1242
Kingdon Capital Management
New York
$13.2M – – –
CAI
1243
Capital Advisors Inc
Oklahoma
$13.2M -$260K -443 -2%
CI
1244
Cigna Investments
Connecticut
$13.2M -$81K -138 -0.6%
AWM
1245
Avior Wealth Management
Nebraska
$13M -$772K -1,316 -6%
RWM
1246
Rockline Wealth Management
New York
$13M +$625K +1,065 +5%
KWMG
1247
King Wealth Management Group
Florida
$13M +$3.05M +5,204 +31%
AHB
1248
Abner Herrman & Brock
New Jersey
$12.8M +$3.27M +5,578 +34%
FFA
1249
First Foundation Advisors
California
$12.8M +$826K +1,408 +7%
M
1250
MOTCO
Texas
$12.8M -$446K -760 -3%
48 49
50
51 52