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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
901
Williams Jones Wealth Management
New York
$3.5M +$88.3K +1,320 +3%
FFA
902
Fragasso Financial Advisors
Pennsylvania
$3.5M -$38.8K -580 -1%
QWM
903
Quadcap Wealth Management
Texas
$3.5M -$18.1K -270 -0.5%
GLA
904
Good Life Advisors
Pennsylvania
$3.48M +$426K +6,370 +15%
DCM
905
Decatur Capital Management
Georgia
$3.48M +$4.01K +60 +0.1%
KFP
906
KMG Fiduciary Partners
Ohio
$3.47M -$32.1K -480 -1%
SC
907
Syon Capital
California
$3.46M +$34.1K +510 +1%
WR
908
WD Rutherford
Oregon
$3.45M -$72.2K -1,080 -2%
OAM
909
Ostrum Asset Management
France
$3.44M -$818K -12,230 -20%
EBWM
910
Eagle Bluffs Wealth Management
Missouri
$3.43M +$2.67K +40 +0.1%
BA
911
Bluesphere Advisors
Pennsylvania
$3.41M +$11.4K +170 +0.4%
ACM
912
Aubrey Capital Management
United Kingdom
$3.4M +$3.21M +48,000 New
WWM
913
Western Wealth Management
Colorado
$3.4M +$132K +1,970 +4%
ETCM
914
Evolutionary Tree Capital Management
Virginia
$3.38M -$58.9K -880 -2%
KA
915
Kintegral Advisory
New York
$3.38M -$41.5K -620 -1%
DWP
916
Destiny Wealth Partners
Florida
$3.36M -$938K -14,020 -23%
AGA
917
Accuvest Global Advisors
Utah
$3.36M +$3.15M +47,090 New
WGC
918
Watts Gwilliam & Co
Arizona
$3.36M +$3.11M +46,490 New
RA
919
Rational Advisors
New York
$3.33M -$334K -5,000 -10%
MNBTD
920
Moody National Bank Trust Division
Texas
$3.3M +$107K +1,600 +4%
RWB
921
RMR Wealth Builders
New Jersey
$3.29M -$82.9K -1,240 -3%
AWM
922
Avior Wealth Management
Nebraska
$3.28M +$30.1K +450 +1%
CPC
923
Cookson Peirce & Co
Pennsylvania
$3.27M -$814K -12,170 -21%
AAM
924
Advisors Asset Management
Colorado
$3.24M -$1M -14,970 -25%
NFA
925
Northern Financial Advisors
Michigan
$3.23M -$19.4K -290 -0.6%
35 36
37
38 39