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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
726
Compton Wealth Advisory Group
Virginia
$964K -$7.41K -250 -0.8%
CWM
727
Calamos Wealth Management
Illinois
$960K +$20.8K +700 +2%
CCM
728
Coldstream Capital Management
Washington
$947K -$329K -11,080 -27%
FNBT
729
FineMark National Bank & Trust
Florida
$938K -$3.09M -104,250 -78%
AWM
730
Apollon Wealth Management
South Carolina
$938K +$96.7K +3,260 +13%
FMC
731
First Merchants Corp
Indiana
$929K -$10.4K -350 -1%
GP
732
Girard Partners
Pennsylvania
$928K -$84.8K -2,860 -9%
NA
733
NewEdge Advisors
Louisiana
$923K +$360K +12,140 +74%
XS
734
XR Securities
Illinois
$911K -$1.82M -61,290 -69%
RIA
735
Realta Investment Advisors
Delaware
$905K -$13.3K -450 -2%
MRCM
736
M&R Capital Management
New Jersey
$899K -$78.6K -2,650 -9%
22CM
737
20/20 Capital Management
California
$894K +$723K +24,370 New
WPW
738
Waldron Private Wealth
Pennsylvania
$893K -$437K -14,740 -35%
NPF
739
Norris Perne & French
Michigan
$890K -$96.4K -3,250 -11%
TFS
740
Thoroughbred Financial Services
Tennessee
$889K +$150K +5,060 +23%
AI
741
Atria Investments
North Carolina
$885K -$161K -5,440 -17%
JWM
742
Jackson Wealth Management
Florida
$880K +$741K +25,000 New
1WA
743
180 Wealth Advisors
Washington
$871K -$21.9K -740 -3%
VFA
744
Valeo Financial Advisors
Indiana
$871K +$97.2K +3,280 +14%
GW
745
GW & Wade
Massachusetts
$866K -$1.78K -60 -0.2%
OAM
746
Oxford Asset Management
United Kingdom
$863K +$791K +26,680 New
PFA
747
Pinnacle Family Advisors
Missouri
$856K -$946K -31,890 -55%
BOH
748
Bank of Hawaii
Hawaii
$855K +$354K +11,930 +82%
SMFS
749
Squar Milner Financial Services
California
$855K +$784K +26,430 New
FIM
750
Frontier Investment Management
Texas
$853K -$132K -4,460 -14%
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