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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1601
Pinnacle Advisory Group
Maryland
$711K +$716K +53,240 New
RGC
1602
Roberts, Glore & Co
Illinois
$710K -$16.1K -1,200 -2%
ARG
1603
Advisory Resource Group
Oklahoma
$710K +$715K +53,160 New
DWM
1604
Dakota Wealth Management
Florida
$709K -$674K -50,120 -49%
CWA
1605
Clarity Wealth Advisors
California
$708K -$38.2K -2,840 -5%
SCA
1606
Strategic Capital Advisers
Colorado
$708K -$2.15K -160 -0.3%
NB
1607
NBT Bank
New York
$708K +$130K +9,640 +22%
LCM
1608
Laurion Capital Management
New York
$707K -$16.2M -1,207,080 -96%
EDRIA
1609
Edmonds Duncan Registered Investment Advisors
Kansas
$707K – – –
FVWA
1610
Foster Victor Wealth Advisors
South Carolina
$707K +$10.8K +800 +2%
CAN
1611
Claraphi Advisory Network
United States
$706K -$1.45M -107,680 -67%
ALAM
1612
Asahi Life Asset Management
Japan
$705K -$59.1K -4,400 -8%
SCM
1613
Schnieders Capital Management
California
$705K +$355K +26,400 +100%
LF
1614
LifeSteps Financial
California
$703K +$72K +5,360 +11%
PP
1615
Patron Partners
Texas
$703K +$151K +11,240 +27%
AF
1616
Arrow Financial
New York
$702K -$50K -3,720 -7%
APW
1617
Aurora Private Wealth
New Jersey
$699K +$24.7K +1,840 +4%
VAM
1618
Verity Asset Management
North Carolina
$699K +$124K +9,200 +21%
SFG
1619
Sowa Financial Group
Rhode Island
$699K +$161K +12,000 +30%
BFPW
1620
BOK Financial Private Wealth
Colorado
$696K +$80.1K +5,960 +13%
OR
1621
Olympiad Research
Connecticut
$695K +$12.9K +960 +2%
EWA
1622
Evolution Wealth Advisors
Florida
$693K -$14.5K -1,080 -2%
CAM
1623
Concorde Asset Management
Michigan
$693K +$405K +30,120 +25%
HWA
1624
HCR Wealth Advisors
California
$691K -$1.49M -110,840 -68%
SIM
1625
SSI Investment Management
California
$690K -$538 -40 -0.1%
63 64
65
66 67