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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1201
Lincoln Capital
Nebraska
$853K – – –
EWA
1202
Exencial Wealth Advisors
Oklahoma
$852K -$41.7K -449 -4%
MCC
1203
Money Concepts Capital
Florida
$852K +$9.48K +102 +0.9%
CD
1204
Chapin Davis
Maryland
$851K – – –
FNT
1205
First National Trust
Pennsylvania
$848K -$233K -2,508 -18%
MG
1206
Marex Group
$845K -$705K -7,589 -40%
SBIA
1207
Sheaff Brock Investment Advisors
Indiana
$845K -$178K -1,910 -15%
RWM
1208
Ritholtz Wealth Management
New York
$844K -$333K -3,587 -24%
NB
1209
Nicolet Bankshares
Wisconsin
$843K +$2.69K +29 +0.3%
JWCA
1210
J.W. Cole Advisors
Florida
$842K +$50.5K +543 +5%
MP
1211
McDonald Partners
Ohio
$842K +$8.64K +93 +0.8%
HCA
1212
Harbour Capital Advisors
Virginia
$842K – – –
MW
1213
Marcum Wealth
Ohio
$840K -$56.1K -604 -5%
CWS
1214
Confluence Wealth Services
Pennsylvania
$836K +$206K +2,213 +25%
TSWM
1215
Triangle Securities Wealth Management
North Carolina
$834K -$83.5K -899 -8%
TBWA
1216
Three Bridge Wealth Advisors
California
$833K +$7.34K +79 +0.7%
TBNY
1217
Trustco Bank (New York)
New York
$832K -$111K -1,189 -10%
BW
1218
Bison Wealth
Georgia
$832K – – –
TPCW
1219
TD Private Client Wealth
New York
$832K -$271K -2,911 -21%
KIA
1220
Knollwood Investment Advisory
Maryland
$829K – – –
FPCG
1221
Fort Pitt Capital Group
Pennsylvania
$829K +$1.02M +10,999 New
MAM
1222
Morse Asset Management
Connecticut
$825K +$44.7K +481 +5%
RSWM
1223
Robertson Stephens Wealth Management
California
$821K -$16K -172 -2%
GVAG
1224
Great Valley Advisor Group
Delaware
$820K +$31.5K +339 +3%
PFG
1225
PAX Financial Group
Texas
$820K -$16.4K -176 -2%
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