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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
901
Westmount Partners
California
$1.06M -$3.97K -120 -0.4%
AC
902
Avestar Capital
New York
$1.06M +$35.1K +1,060 +4%
CPIG
903
Chicago Partners Investment Group
Illinois
$1.05M -$34.7K -1,050 -3%
ET
904
Equitable Trust
Tennessee
$1.05M -$910K -27,510 -48%
RCAG
905
Rehmann Capital Advisory Group
Michigan
$1.05M -$33.1K -1,000 -3%
RDWM
906
Red Door Wealth Management
Tennessee
$1.04M -$4.96K -150 -0.5%
RBC
907
Romano Brothers & Co
Illinois
$1.04M -$24.8K -750 -2%
FNBT
908
FineMark National Bank & Trust
Florida
$1.04M +$90K +2,720 +10%
LOAMS
909
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.03M +$172K +5,210 +21%
GSIAS
910
Garden State Investment Advisory Services
New Jersey
$1.03M -$54.3K -1,640 -5%
AWE
911
Avidian Wealth Enterprises
Texas
$1.03M -$133K -4,030 -12%
MAM
912
Morse Asset Management
Connecticut
$1.03M +$298K +9,010 +43%
IAS
913
Insigneo Advisory Services
Florida
$1.03M +$47K +1,420 +5%
PGWM
914
Pitti Group Wealth Management
New York
$1.02M -$6.95K -210 -0.7%
KOCAA
915
Knights of Columbus Asset Advisors
Connecticut
$1.02M +$974K +29,440 New
CIAS
916
Capital Investment Advisory Services
North Carolina
$1.02M -$14.9K -450 -2%
SIM
917
Sentry Investment Management
Wisconsin
$1.01M -$7.28K -220 -0.7%
EAM
918
EFG Asset Management
Oregon
$1.01M +$971K +29,350 New
WHG
919
Westwood Holdings Group
Texas
$1.01M -$2.14M -64,790 -69%
CCG
920
Coastwise Capital Group
California
$1.01M -$647K -19,540 -40%
FW
921
FirstPurpose Wealth
Utah
$1.01M +$78.4K +2,370 +9%
MYIA
922
Mount Yale Investment Advisors
Colorado
$999K +$451K +13,630 +89%
PP
923
Patten & Patten
Tennessee
$999K – – –
AT
924
Arden Trust
Delaware
$997K +$382K +11,550 +67%
NL
925
Navalign LLC
California
$990K -$47.3K -1,430 -5%
35 36
37
38 39