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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1251
Confluence Wealth Services
Pennsylvania
$255K -$15.5K -239 -5%
PCM
1252
Parsons Capital Management
Rhode Island
$254K -$93K -1,432 -25%
BB
1253
Busey Bank
Illinois
$254K -$14.9K -229 -5%
OAM
1254
Occidental Asset Management
California
$253K -$179K -2,750 -39%
FFN
1255
Focus Financial Network
Minnesota
$252K -$78.3K -1,206 -22%
TWM
1256
Thrive Wealth Management
Pennsylvania
$252K -$82.9K -1,277 -23%
RA
1257
Riverstone Advisors
Texas
$252K -$60.6K -933 -18%
ADMI
1258
Albert D. Mason Inc
Massachusetts
$247K -$4.87K -75 -2%
KWA
1259
Kingswood Wealth Advisors
California
$247K -$31.4K -483 -10%
LCAM
1260
London & Capital Asset Management
United Kingdom
$246K -$1.57M -24,188 -85%
CIA
1261
Choate Investment Advisors
Massachusetts
$246K -$50K -770 -15%
SQA
1262
Simon Quick Advisors
New Jersey
$245K -$327K -5,034 -55%
BPWM
1263
Badgley Phelps Wealth Managers
Washington
$245K +$2.86K +44 +1%
SFS
1264
Sharp Financial Services
Pennsylvania
$244K -$275K -4,240 -50%
HIC
1265
Holderness Investments Company
North Carolina
$244K -$24.3K -375 -8%
AC
1266
Avestar Capital
New York
$244K -$488K -7,520 -64%
OBGC
1267
O'Brien Greene & Co
Pennsylvania
$244K – – –
AFA
1268
Amicus Financial Advisors
Texas
$243K +$270K +4,164 New
WA
1269
Wealth Alliance
New York
$243K -$307K -4,725 -53%
CW
1270
CreativeOne Wealth
Kansas
$242K -$51.2K -789 -16%
SW
1271
SVB Wealth
Massachusetts
$241K -$30.8K -474 -10%
SI
1272
Seeds Investor
New York
$241K -$86.9K -1,338 -25%
FFA
1273
Founders Financial Alliance
North Carolina
$240K -$167K -2,576 -39%
FFA
1274
Fi3 Financial Advisors
Indiana
$239K +$265K +4,086 New
CMBA
1275
C.M. Bidwell & Associates
Hawaii
$237K -$23K -354 -8%
49 50
51
52 53