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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
851
Lake Street Advisors Group
New Hampshire
$577K +$50.4K +1,700 +11%
KWMG
852
King Wealth Management Group
Florida
$574K -$195K -6,580 -27%
CA
853
Claro Advisors
Massachusetts
$574K -$22.2K -750 -4%
MLL
854
Moody Lynn & Lieberson
Massachusetts
$573K -$24K -810 -4%
BB
855
Bell Bank
North Dakota
$572K +$6.82K +230 +1%
SWM
856
Segment Wealth Management
Texas
$571K -$62.3K -2,100 -11%
TAM
857
Tocqueville Asset Management
New York
$567K -$5.74M -193,520 -92%
TI
858
Tidal Investments
Wisconsin
$567K +$73.2K +2,470 +16%
EI
859
Ethic Inc
New York
$566K +$519K +17,500 New
FWM
860
Foresight Wealth Management
Utah
$563K -$15.7K -530 -3%
SRC
861
Shufro Rose & Co
New York
$561K +$29.6K +1,000 +6%
CPA
862
Clear Perspective Advisors
Illinois
$559K -$19.9K -670 -4%
CA
863
Calton & Associates
Florida
$557K +$33.2K +1,120 +7%
FFG
864
Frisch Financial Group
New York
$556K -$85.4K -2,880 -14%
SMFG
865
Sumitomo Mitsui Financial Group
Japan
$549K -$3.64M -122,680 -88%
EWM
866
Evercore Wealth Management
New York
$544K +$57.8K +1,950 +13%
BPWA
867
Beacon Pointe Wealth Advisors
California
$540K +$59.6K +2,010 +14%
AJ
868
Ashburton (Jersey)
Jersey
$539K – – –
PFGIA
869
Patriot Financial Group Insurance Agency
Massachusetts
$539K +$64.9K +2,190 +15%
SFG
870
SNS Financial Group
Minnesota
$530K -$61.4K -2,070 -11%
FA
871
Fagan Associates
New York
$529K – – –
SAG
872
Spotlight Asset Group
Illinois
$524K +$419K +14,130 New
EF
873
Empirical Finance
Pennsylvania
$523K +$178K +6,010 +59%
BBP
874
Banco BTG Pactual
Brazil
$521K -$79.8K -2,690 -14%
LCOV
875
London Company of Virginia
Virginia
$521K – – –
33 34
35
36 37