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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1226
Rakuten Securities
Japan
$828K +$742K +17,000 New
EA
1227
Everpar Advisors
Oklahoma
$827K +$741K +16,980 New
NFG
1228
Nations Financial Group
Iowa
$822K -$26.2K -600 -3%
CT
1229
Caldwell Trust
Florida
$822K +$168K +3,840 +29%
GM
1230
GeoWealth Management
Illinois
$819K +$631K +14,460 +610%
JSW
1231
Journey Strategic Wealth
New Jersey
$818K +$416K +9,540 +131%
MFG
1232
Magnus Financial Group
New York
$818K -$42.8K -980 -6%
NF
1233
Nvest Financial
New Hampshire
$816K +$289K +6,620 +65%
FTWA
1234
Fifth Third Wealth Advisors
Ohio
$815K +$344K +7,870 +89%
V
1235
ViaWealth
Kansas
$813K -$8.73K -200 -1%
MS
1236
Mizuho Securities
Japan
$813K +$681K +15,600 +1,418%
WJWM
1237
Williams Jones Wealth Management
New York
$813K +$3.93K +90 +0.5%
SVWAG
1238
Sound View Wealth Advisors Group
Georgia
$812K -$33.2K -760 -4%
ECG
1239
Edge Capital Group
Georgia
$812K +$3.93K +90 +0.5%
BBHC
1240
Brown Brothers Harriman & Co
New York
$811K -$61.6K -1,410 -8%
RCA
1241
Riverview Capital Advisers
Massachusetts
$808K – – –
KA
1242
Kovack Advisors
Florida
$808K +$58.1K +1,330 +9%
CAGAS
1243
Capital Advisory Group Advisory Services
Minnesota
$807K -$14K -320 -2%
CPC
1244
Cookson Peirce & Co
Pennsylvania
$804K -$1.76M -40,240 -71%
KA
1245
Kozak & Associates
Colorado
$801K -$206K -4,730 -22%
DWM
1246
Drive Wealth Management
Utah
$798K -$88.2K -2,020 -11%
YDMI
1247
Y.D. More Investments
Israel
$798K +$436K +9,980 +156%
KA
1248
KLCM Advisors
Wisconsin
$797K +$715K +16,380 New
JFGIW
1249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$794K +$537K +12,300 +308%
SFG
1250
SevenBridge Financial Group
Pennsylvania
$791K – – –
48 49
50
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