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Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
801
Investment House LLC
California
$709K +$56.4K +13,600 +9%
CCP
802
Corient Capital Partners
California
$705K +$230K +55,480 +48%
CMBA
803
C.M. Bidwell & Associates
Hawaii
$705K +$706K +170,400 +12,529%
MOS
804
MGO One Seven
Ohio
$704K +$32K +7,720 +5%
GFP
805
Gryphon Financial Partners
Ohio
$699K +$263K +63,520 +59%
MCC
806
Malaga Cove Capital
California
$695K +$198K +47,880 +39%
WAM
807
Wealthspire Advisors (Maryland)
Maryland
$689K -$86K -20,760 -11%
FWM
808
Frontier Wealth Management
Missouri
$687K -$21.1K -5,080 -3%
LNC
809
Lincoln National Corp
Pennsylvania
$686K +$12.3K +2,960 +2%
HCM
810
Hilton Capital Management
New York
$682K – – –
CAGAS
811
Capital Advisory Group Advisory Services
Minnesota
$682K +$78.2K +18,880 +13%
SSWM
812
Smith Salley Wealth Management
North Carolina
$678K +$17.2K +4,160 +3%
SP
813
SWS Partners
Ohio
$674K +$657K +158,520 New
GWMIA
814
Global Wealth Management Investment Advisory
Florida
$672K +$995 +240 +0.1%
PCG
815
Private Capital Group
Connecticut
$668K -$74.8K -18,040 -14%
S
816
SignatureFD
Georgia
$666K -$135K -32,600 -17%
BOE
817
Bank of Edwardsville
Illinois
$662K -$7.96K -1,920 -1%
RBFC
818
Roman Butler Fullerton & Co
Missouri
$662K +$131K +31,640 +24%
HA
819
Harbor Advisors
Florida
$657K – – –
VFM
820
Viking Fund Management
North Dakota
$657K +$315K +76,000 +90%
CFGS
821
Concourse Financial Group Securities
Alabama
$655K -$961K -231,800 -59%
AWM
822
Avitas Wealth Management
California
$654K -$16.9K -4,080 -2%
WCA
823
Westover Capital Advisors
Delaware
$654K -$1.99K -480 -0.3%
LCOV
824
London Company of Virginia
Virginia
$654K – – –
ACM
825
Aljian Capital Management
Nevada
$652K -$732K -176,560 -53%
31 32
33
34 35