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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1501
Marex Group
$712K -$3.68M -29,927 -84%
JBA
1502
Johnson Bixby & Associates
Washington
$711K -$2.21K -18 -0.3%
CS
1503
Cannell & Spears
New York
$709K +$86.9K +707 +14%
LFA
1504
Legacy Financial Advisors
Kentucky
$709K +$56.9K +463 +9%
MWA
1505
Meridian Wealth Advisors
Texas
$708K – – –
AIC
1506
Archer Investment Corporation
Indiana
$703K – – –
BEI
1507
Benjamin Edwards Inc
Missouri
$703K +$310K +2,525 +79%
NPA
1508
Nichols & Pratt Advisers
Massachusetts
$702K +$572K +4,650 +432%
AF
1509
Allworth Financial
California
$702K +$95.9K +780 +16%
SIC
1510
Samalin Investment Counsel
New York
$700K -$7.99K -65 -1%
MC
1511
Machina Capital
France
$699K +$172K +1,403 +33%
TW
1512
TrinityPoint Wealth
Connecticut
$699K +$160K +1,300 +30%
XSC
1513
X-Square Capital
Puerto Rico
$699K – – –
CCMG
1514
Clark Capital Management Group
Pennsylvania
$696K -$7.25K -59 -1%
CW
1515
Channel Wealth
California
$695K +$697K +5,669 New
AL
1516
Aspiriant LLC
California
$695K -$20.5K -167 -3%
EFS
1517
Essex Financial Services
Connecticut
$694K +$5.53K +45 +0.8%
SIG
1518
Sargent Investment Group
Maryland
$691K +$3.07K +25 +0.4%
PIM
1519
Progressive Investment Management
Oregon
$689K +$101K +821 +17%
JSC
1520
Jackson Square Capital
California
$684K -$41.3K -336 -6%
FBFS
1521
First Business Financial Services
Wisconsin
$683K +$11.9K +97 +2%
NL
1522
NWAM LLC
Washington
$683K -$39.5K -321 -5%
CFG
1523
Cooper Financial Group
California
$682K +$34.5K +281 +5%
HVM
1524
Harvest Volatility Management
Connecticut
$680K -$53.6K -436 -7%
MC
1525
Miramar Capital
Illinois
$677K -$45.2K -368 -6%
59 60
61
62 63