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Name Holding Trade Value Shares
Change 		Change in
Stake
BM
1351
Brandywine Managers
Delaware
$918K – – –
HDA
1352
Harold Davidson & Associates
California
$915K -$370K -1,960 -31%
GCM
1353
Generation Capital Management
New York
$913K +$838K +4,440 New
CSP
1354
Cary Street Partners
Virginia
$908K +$1.89K +10 +0.2%
WA
1355
Wealth Alliance
New York
$904K +$106K +560 +15%
PCM
1356
Payne Capital Management
New York
$903K – – –
FAFN
1357
First Affirmative Financial Network
Colorado
$902K +$4.72K +25 +0.6%
HA
1358
Huntleigh Advisors
Missouri
$902K -$2.83K -15 -0.3%
RB
1359
Renasant Bank
Mississippi
$901K +$114K +605 +16%
GAA
1360
Global Assets Advisory
Florida
$900K -$1.17M -6,195 -58%
KWM
1361
Keebeck Wealth Management
Illinois
$895K -$193K -1,025 -19%
FHA
1362
First Horizon Advisors
Tennessee
$895K +$304K +1,610 +59%
WFAG
1363
Worth Financial Advisory Group
North Carolina
$891K -$17.9K -95 -2%
GJWM
1364
Gilliland Jeter Wealth Management
Arkansas
$891K – – –
FUBT
1365
First United Bank & Trust
Maryland
$891K +$137K +725 +20%
ICP
1366
Interchange Capital Partners
Pennsylvania
$884K +$4.72K +25 +0.6%
DWP
1367
Daymark Wealth Partners
Ohio
$880K +$123K +650 +18%
AW
1368
Alteri Wealth
California
$879K +$13.2K +70 +2%
ECA
1369
Elevated Capital Advisors
Utah
$875K – – –
RZH
1370
Relyea Zuckerberg Hanson
Connecticut
$873K +$3.77K +20 +0.5%
JSAM
1371
J. Safra Asset Management
New York
$873K +$97.2K +515 +14%
AHC
1372
Adell Harriman & Carpenter
Texas
$867K -$141K -745 -15%
ACG
1373
Allen Capital Group
Nebraska
$862K +$111K +590 +16%
EAM
1374
Evanson Asset Management
California
$861K – – –
SCP
1375
Sivia Capital Partners
California
$861K +$32.1K +170 +4%
53 54
55
56 57