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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
901
Profit Investment Management
Maryland
$989K +$222K +7,930 +31%
CBA
902
Coastal Bridge Advisors
Connecticut
$984K -$281 -10 -0%
CCA
903
Checchi Capital Advisers
California
$978K -$54.1K -1,930 -5%
SFFS
904
Stonehage Fleming Financial Services
Jersey
$975K -$35.1K -1,250 -4%
DWM
905
Dakota Wealth Management
Florida
$975K +$10.4K +370 +1%
CWM
906
C2C Wealth Management
Arizona
$972K -$241K -8,600 -22%
MA
907
Montag & Associates
Georgia
$970K -$122K -4,350 -12%
MHS
908
M Holdings Securities
Oregon
$967K -$64K -2,280 -7%
DSCM
909
Del-Sette Capital Management
New York
$963K +$916K +32,660 New
M
910
Mirova
France
$962K -$1.11M -39,700 -55%
PI
911
PFS Investments
Georgia
$962K +$123K +4,400 +16%
GG
912
Golden Green
South Carolina
$962K +$538K +19,170 +143%
FAIM
913
Financial Advocates Investment Management
Washington
$962K +$221K +7,880 +32%
DC
914
DeDora Capital
California
$959K -$3.09K -110 -0.3%
WB
915
Webster Bank
Connecticut
$954K -$20.2K -720 -2%
MOS
916
MGO One Seven
Ohio
$950K -$96.8K -3,450 -10%
ECU
917
Eisler Capital (UK)
United Kingdom
$950K -$4.7M -167,380 -84%
BLC
918
Brown, Lisle/Cummings
Rhode Island
$950K -$21K -750 -2%
H
919
HoyleCohen
California
$948K – – –
SAM
920
Seelaus Asset Management
New Jersey
$946K +$347K +12,380 +63%
PWPS
921
Pinnacle Wealth Planning Services
Ohio
$944K +$44.6K +1,590 +5%
NW
922
Naviter Wealth
Arkansas
$944K -$19.1K -680 -3%
CPO
923
Cerity Partners OCIO
New York
$943K +$42.1K +1,500 +5%
EW
924
Evoke Wealth
California
$942K -$73.2K -2,610 -8%
WAG
925
Wallace Advisory Group
California
$942K +$896K +31,940 New
35 36
37
38 39