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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
701
Private Capital Advisors
Connecticut
$1.31M – – –
RMC
702
Resources Management Corp
Connecticut
$1.3M +$165K +4,650 +16%
WJWM
703
Williams Jones Wealth Management
New York
$1.3M +$115K +3,250 +10%
RIM
704
Rampart Investment Management
Connecticut
$1.29M -$1.11M -31,480 -48%
PIMG
705
Patriot Investment Management Group
Tennessee
$1.29M -$154K -4,350 -11%
HI
706
Horizon Investments
North Carolina
$1.29M +$94.8K +2,680 +8%
HIA
707
Harbor Investment Advisory
Maryland
$1.28M +$49.5K +1,400 +4%
GC
708
Gratus Capital
Georgia
$1.28M – – –
BJL
709
Brighton Jones LLC
Washington
$1.28M +$36.4K +1,030 +3%
MMA
710
Miracle Mile Advisors
California
$1.27M +$2.48K +70 +0.2%
BOH
711
Bank of Hawaii
Hawaii
$1.27M +$266K +7,520 +28%
RFC
712
Regions Financial Corp
Alabama
$1.27M -$206K -5,830 -15%
SCM
713
Southport Capital Management
Tennessee
$1.27M +$30.4K +860 +3%
IFWM
714
Institute for Wealth Management
Colorado
$1.26M -$1.11M -31,400 -48%
LWAC
715
Laurel Wealth Advisors (California)
California
$1.26M -$75K -2,120 -6%
BSAM
716
Blue Square Asset Management
New York
$1.26M +$91.3K +2,580 +8%
OCM
717
One Capital Management
California
$1.25M +$119K +3,360 +11%
TFS
718
Thoroughbred Financial Services
Tennessee
$1.25M +$209K +5,910 +22%
AWM
719
Affinity Wealth Management
Delaware
$1.25M +$1.06M +30,030 New
CWM
720
Circle Wealth Management
New Jersey
$1.25M +$916K +25,890 +355%
HCA
721
Harbour Capital Advisors
Virginia
$1.24M +$395K +11,160 +51%
NA
722
NewEdge Advisors
Louisiana
$1.24M +$156K +4,420 +15%
MIA
723
MainStreet Investment Advisors
Illinois
$1.24M +$1.17M +32,930 New
KFGK
724
Keystone Financial Group (Kentucky)
Kentucky
$1.22M +$13.4K +380 +1%
SG
725
StoneX Group
New York
$1.22M +$65.1K +1,840 +6%
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