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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1001
Abbrea Capital
California
$940K -$148K -3,550 -12%
B
1002
Bellecapital
Switzerland
$938K +$413K +9,930 +66%
DC
1003
Davenport & Co
Virginia
$935K -$208K -5,000 -17%
DTL
1004
Dynamic Technology Lab
Singapore
$933K +$1.04M +24,900 New
AT
1005
Arden Trust
Delaware
$928K +$249K +5,980 +32%
WSFS
1006
Wilmington Savings Fund Society
Delaware
$927K +$69.1K +1,660 +7%
XWM
1007
Xcel Wealth Management
Florida
$923K +$833 +20 +0.1%
FBC
1008
Fairfield, Bush & Co
Connecticut
$916K +$213K +5,120 +26%
ISWM
1009
Independent Solutions Wealth Management
New York
$911K -$44.1K -1,060 -4%
FCA
1010
FinTrust Capital Advisors
South Carolina
$911K +$346K +8,310 +52%
DWM
1011
Dakota Wealth Management
Florida
$910K +$202K +4,840 +25%
BRG
1012
Bay Rivers Group
Virginia
$908K +$33.7K +810 +3%
CC
1013
Copperleaf Capital
North Carolina
$903K +$209K +5,030 +26%
CPO
1014
Cerity Partners OCIO
New York
$900K +$300K +7,210 +43%
PP
1015
PrairieView Partners
Minnesota
$899K – – –
PWMG
1016
Prestige Wealth Management Group
New Jersey
$898K +$134K +3,230 +16%
SC
1017
Savant Capital
Illinois
$896K -$74.9K -1,800 -7%
FAIM
1018
Financial Advocates Investment Management
Washington
$894K +$14.2K +340 +1%
SL
1019
Stevard LLC
Illinois
$889K -$398K -9,560 -29%
FMLI
1020
Fukoku Mutual Life Insurance
Japan
$887K +$108K +2,590 +12%
SF
1021
Summit Financial
New Jersey
$881K +$172K +4,120 +21%
WAM
1022
WealthTrust Asset Management
Florida
$879K -$928K -22,280 -49%
WANY
1023
Wealthspire Advisors (New York)
New York
$879K -$524K -12,590 -35%
CWG
1024
Crown Wealth Group
North Carolina
$879K +$977K +23,460 New
WB
1025
WesBanco Bank
West Virginia
$878K +$74.5K +1,790 +8%
39 40
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