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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Evercore Wealth Management
New York
$897K -$24K -140 -2%
CIA
1302
Choate Investment Advisors
Massachusetts
$895K -$6.86K -40 -0.7%
CIM
1303
CIM Investment Management
Pennsylvania
$892K – – –
CF
1304
Centaurus Financial
California
$891K -$623K -3,631 -38%
BB
1305
Bell Bank
North Dakota
$885K -$42.9K -250 -4%
AWM
1306
Aviso Wealth Management
Washington
$884K +$145K +847 +17%
RAM
1307
Robinhood Asset Management
California
$884K +$990K +5,771 New
PCG
1308
Prosperity Consulting Group
Maryland
$879K +$12K +70 +1%
KC
1309
Knuff & Co
California
$879K +$620K +3,615 +170%
IAN
1310
Integrated Advisors Network
Texas
$879K -$350K -2,039 -26%
OFS
1311
Orrstown Financial Services
Pennsylvania
$879K +$29.3K +171 +3%
OCA
1312
Odyssey Capital Advisors
Pennsylvania
$877K +$982K +5,726 New
MMCM
1313
Murphy & Mullick Capital Management
New York
$876K -$23.2K -135 -2%
FCH
1314
Freestone Capital Holdings
Washington
$873K -$150K -875 -13%
LIP
1315
Lighthouse Investment Partners
Florida
$873K +$977K +5,698 New
CCA
1316
Checchi Capital Advisers
California
$870K -$72.6K -423 -7%
BAM
1317
Blueshift Asset Management
New Jersey
$867K +$971K +5,660 New
PA
1318
Probity Advisors
Texas
$866K +$38.3K +223 +4%
SOAMC
1319
Spirit of America Management Corp
New York
$866K – – –
PPWM
1320
Paragon Private Wealth Management
Kentucky
$865K -$18.4K -107 -2%
LB
1321
Legacy Bridge
Iowa
$865K +$20.6K +120 +2%
SWM
1322
Shelton Wealth Management
Texas
$861K -$188K -1,094 -16%
FFM
1323
Forum Financial Management
Illinois
$861K +$32.4K +189 +3%
CCG
1324
Ceeto Capital Group
Florida
$860K – – –
SHFG
1325
S Harris Financial Group
Texas
$859K +$962K +5,607 New
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