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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1176
Venturi Wealth Management
Texas
$3.47M -$181K -1,682 -4%
LCM
1177
Leisure Capital Management
California
$3.46M -$60.4K -560 -1%
LCM
1178
Lazari Capital Management
California
$3.45M -$101K -933 -2%
FFA
1179
Florida Financial Advisors
Florida
$3.44M +$562K +5,210 +17%
EWM
1180
Evercore Wealth Management
New York
$3.43M -$810K -7,509 -17%
QWM
1181
Quadcap Wealth Management
Texas
$3.42M -$353K -3,278 -8%
AWP
1182
Ascent Wealth Partners
New York
$3.39M +$1.03M +9,545 +36%
SAI
1183
Savvy Advisors Inc
New York
$3.37M +$1.1M +10,179 +39%
AC
1184
Arjuna Capital
North Carolina
$3.36M +$74.8K +694 +2%
SFG
1185
Synergy Financial Group
California
$3.35M -$62.9K -583 -2%
BRG
1186
Bay Rivers Group
Virginia
$3.34M -$125K -1,158 -3%
AOWM
1187
Asset One Wealth Management
Washington
$3.33M +$4.34M +40,227 New
CT
1188
Colonial Trust
South Carolina
$3.33M +$869K +8,058 +29%
SI
1189
Shaker Investments
Ohio
$3.33M -$15.8K -147 -0.4%
LPT
1190
Legacy Private Trust
Wisconsin
$3.31M +$614K +5,698 +19%
GIPW
1191
Granite Islands Private Wealth
Connecticut
$3.31M +$3.83M +35,490 New
BSAM
1192
Blue Square Asset Management
New York
$3.31M +$98K +909 +3%
LWANC
1193
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.29M -$51.2K -475 -1%
YDMI
1194
Y.D. More Investments
Israel
$3.29M -$147K -1,362 -4%
SWM
1195
Sendero Wealth Management
Texas
$3.28M -$27.1K -251 -0.7%
CPA
1196
Cardiff Park Advisors
California
$3.28M -$4.31K -40 -0.1%
MHS
1197
M Holdings Securities
Oregon
$3.28M +$3.77M +34,977 New
C
1198
Certuity
Florida
$3.28M -$431K -3,996 -10%
BCM
1199
Barrier Capital Management
California
$3.27M -$1.61M -14,910 -30%
TPCW
1200
TD Private Client Wealth
New York
$3.27M -$4.2M -38,934 -53%
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