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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1051
Lake Street Advisors Group
New Hampshire
$1.17M -$395K -2,695 -27%
WP
1052
Woodline Partners
California
$1.16M -$8.61M -58,670 -89%
FBC
1053
Fairfield, Bush & Co
Connecticut
$1.15M +$43.3K +295 +4%
HVP
1054
Hudson Value Partners
Florida
$1.14M +$1.07M +7,275 New
MIFH
1055
Migdal Insurance & Financial Holdings
Israel
$1.14M +$930K +6,335 +660%
PCM
1056
Parsons Capital Management
Rhode Island
$1.14M -$60.2K -410 -5%
AMCA
1057
Arthur M. Cohen & Associates
Illinois
$1.14M +$84.4K +575 +9%
MGIA
1058
Moneta Group Investment Advisors
Missouri
$1.13M +$161K +1,095 +18%
HW
1059
Hancock Whitney
Mississippi
$1.13M +$5.14K +35 +0.5%
MA
1060
MJP Associates
Connecticut
$1.12M +$111K +755 +12%
WF
1061
Welch & Forbes
Massachusetts
$1.12M -$8.07K -55 -0.7%
MFA
1062
Mayflower Financial Advisors
Massachusetts
$1.12M +$19.1K +130 +2%
GWMR
1063
GC Wealth Management RIA
Massachusetts
$1.11M -$33.7K -230 -3%
CIP
1064
Capital Insight Partners
Arizona
$1.11M +$25.7K +175 +3%
DL
1065
DOHJ LLC
Washington
$1.11M +$55.8K +380 +6%
CCA
1066
Checchi Capital Advisers
California
$1.1M +$17.6K +120 +2%
CRC
1067
Curi RMB Capital
Illinois
$1.09M +$37.4K +255 +4%
APWM
1068
Argonautica Private Wealth Management
Massachusetts
$1.08M – – –
AC
1069
Avestar Capital
New York
$1.08M +$180K +1,225 +22%
VI
1070
Versor Investments
New York
$1.08M -$588K -4,010 -37%
GGV
1071
GG Group Ventures
Florida
$1.08M +$967K +6,590 New
IIA
1072
IPG Investment Advisors
California
$1.07M +$1M +6,825 New
LC
1073
Lindbrook Capital
California
$1.07M +$31.5K +215 +3%
WA
1074
WBH Advisory
Maryland
$1.07M – – –
BWP
1075
Balboa Wealth Partners
Arizona
$1.07M -$190K -1,295 -16%
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