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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1701
Abacus Planning Group
South Carolina
$590K +$652K +4,501 New
CDH
1702
Charles D. Hyman
$587K -$12K -83 -2%
AWE
1703
Avidian Wealth Enterprises
Texas
$587K +$8.84K +61 +1%
AB
1704
Atlas Brown
Kentucky
$583K -$94.3K -651 -13%
ST
1705
Smithfield Trust
Pennsylvania
$583K -$48.1K -332 -7%
PCM
1706
Parsons Capital Management
Rhode Island
$582K -$256K -1,767 -28%
DWM
1707
Destination Wealth Management
California
$579K -$253K -1,749 -28%
CHAM
1708
Clear Harbor Asset Management
Connecticut
$578K -$199K -1,376 -24%
LMIM
1709
Lockheed Martin Investment Management
Maryland
$577K – – –
AIA
1710
Alera Investment Advisors
Illinois
$577K +$638K +4,403 New
SWP
1711
Strategic Wealth Partners
Ohio
$572K -$58.8K -406 -9%
CC
1712
Cannell & Co
New York
$570K -$277K -1,915 -31%
I
1713
INVST
Indiana
$569K +$579 +4 +0.1%
PWMG
1714
Prestige Wealth Management Group
New Jersey
$569K +$629K +4,340 New
GCAC
1715
Guardian Capital Advisors (Canada)
Ontario, Canada
$567K +$75.6K +522 +15%
SG
1716
Somerset Group
Minnesota
$566K -$15.6K -108 -2%
FCA
1717
FLC Capital Advisors
California
$565K +$624K +4,308 New
CIP
1718
Convergence Investment Partners
Florida
$563K +$55.5K +383 +10%
EF
1719
Empirical Finance
Pennsylvania
$562K -$55.9K -386 -8%
WI
1720
Wintrust Investments
Illinois
$560K -$1.23M -8,510 -67%
HI
1721
Horizon Investments
North Carolina
$558K +$343K +2,369 +125%
ASC
1722
Atalanta Sosnoff Capital
New York
$557K -$35M -241,319 -98%
HFM
1723
Hartford Financial Management
Connecticut
$547K +$288K +1,988 +91%
CCT
1724
Country Club Trust
Missouri
$546K +$5.36K +37 +0.9%
CWM
1725
Circle Wealth Management
New Jersey
$546K +$21K +145 +4%
67 68
69
70 71