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Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
951
Moody Lynn & Lieberson
Massachusetts
$916K +$1.99K +40 +0.2%
SRC
952
Sage Rhino Capital
California
$913K – – –
UCMOK
953
United Capital Management of KS
Kansas
$910K -$32.4K -650 -3%
AJ
954
Ashburton (Jersey)
Jersey
$908K – – –
SAM
955
SP Asset Management
California
$907K +$878K +17,650 New
WJWM
956
Williams Jones Wealth Management
New York
$906K +$112K +2,250 +14%
BB
957
Bell Bank
North Dakota
$904K +$23.9K +480 +3%
BWP
958
Bernardo Wealth Planning
Pennsylvania
$902K -$4.98K -100 -0.6%
PRC
959
Pearl River Capital
Michigan
$902K +$492K +9,880 +121%
IIM
960
Intact Investment Management
Quebec, Canada
$899K -$99.5K -2,000 -10%
PWMG
961
Prestige Wealth Management Group
New Jersey
$899K +$32.8K +660 +4%
PCM
962
Pointe Capital Management
Michigan
$897K +$2.99K +60 +0.3%
MWPCG
963
Measured Wealth Private Client Group
New Hampshire
$896K – – –
CI
964
Cavalier Investments
Georgia
$894K -$517K -10,390 -37%
KWM
965
Kingsview Wealth Management
Oregon
$893K -$92.1K -1,850 -9%
PWM
966
PRW Wealth Management
Massachusetts
$892K -$12.4K -250 -1%
CA
967
Claro Advisors
Massachusetts
$889K -$5.47K -110 -0.6%
CWM
968
Cornerstone Wealth Management
Missouri
$888K -$21.9K -440 -2%
AWA
969
ARS Wealth Advisors
Florida
$885K -$6.47K -130 -0.7%
WA
970
WBH Advisory
Maryland
$880K +$13.9K +280 +2%
AIM
971
Aigen Investment Management
New York
$872K +$868K +17,440 New
SKK
972
Shepherd Kaplan Krochuk
Massachusetts
$868K – – –
SIS
973
Sound Income Strategies
Florida
$867K +$14.9K +300 +2%
FWM
974
Frontier Wealth Management
Missouri
$865K +$9.95K +200 +1%
SVCP
975
Silicon Valley Capital Partners
California
$857K +$52.3K +1,050 +7%
37 38
39
40 41