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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
651
Parsons Capital Management
Rhode Island
$944K +$770K +24,600 +231%
NCM
652
Neumann Capital Management
California
$941K – – –
RFC
653
Regions Financial Corp
Alabama
$938K -$66.6K -2,130 -6%
GIA
654
Guyasuta Investment Advisors
Pennsylvania
$937K -$11K -350 -1%
PCA
655
Private Capital Advisors
Connecticut
$937K – – –
FBC
656
Fairfield, Bush & Co
Connecticut
$933K -$43.8K -1,400 -4%
FFA
657
First Foundation Advisors
California
$933K +$832K +26,590 +321%
WJWM
658
Williams Jones Wealth Management
New York
$927K +$1.08M +34,650 New
DA
659
DSC Advisors
Illinois
$925K +$95.4K +3,050 +10%
SWA
660
Stratos Wealth Advisors
Ohio
$924K -$145K -4,650 -12%
GAG
661
GM Advisory Group
New York
$924K -$62.6K -2,000 -5%
IWS
662
Insight Wealth Strategies
California
$920K +$120K +3,820 +12%
GC
663
Gratus Capital
Georgia
$910K – – –
ES
664
Equitec Specialists
Illinois
$910K +$1.06M +34,000 New
CCP
665
Corient Capital Partners
California
$908K -$312K -9,980 -23%
QT
666
Quantamental Technologies
New York
$906K +$1.06M +33,840 New
BJL
667
Brighton Jones LLC
Washington
$902K -$55.1K -1,760 -5%
IWM
668
IHT Wealth Management
Illinois
$902K +$312K +9,980 +42%
CCM
669
Canal Capital Management
Virginia
$894K +$18.1K +580 +2%
KFGK
670
Keystone Financial Group (Kentucky)
Kentucky
$885K +$159K +5,070 +18%
AI
671
Atria Investments
North Carolina
$878K -$1.2M -38,490 -54%
CCB
672
Cutter & Co Brokerage
Missouri
$869K -$253K -8,100 -20%
NFG
673
Next Financial Group
Texas
$868K +$108K +3,450 +12%
PFS
674
Prospera Financial Services
Texas
$867K -$297K -9,480 -23%
BHWM
675
Bar Harbor Wealth Management
New Hampshire
$862K +$89.5K +2,860 +10%
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