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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1401
Whitener Capital Management
North Carolina
$759K +$76.6K +554 +15%
DWM
1402
Dakota Wealth Management
Florida
$758K -$496K -3,589 -45%
SG
1403
StoneX Group
New York
$755K +$43.1K +312 +8%
RWP
1404
RWA Wealth Partners
Massachusetts
$755K +$599K +4,335 New
RCA
1405
Rowland Carmichael Advisors
Arizona
$752K +$22.5K +163 +4%
GFP
1406
Gryphon Financial Partners
Ohio
$751K -$61.1K -442 -9%
FFC
1407
First Financial Corp
Indiana
$746K -$360K -2,604 -38%
GLA
1408
Good Life Advisors
Pennsylvania
$746K +$41.2K +298 +7%
SF
1409
Symphony Financial
Texas
$746K +$592K +4,284 New
RWA
1410
Ropes Wealth Advisors
Massachusetts
$743K -$24.9K -180 -4%
CIA
1411
Choate Investment Advisors
Massachusetts
$740K – – –
HPWM
1412
Highland Private Wealth Management
Washington
$738K +$141K +1,020 +32%
AL
1413
Aspiriant LLC
California
$737K -$92.2K -667 -14%
OCM
1414
One Capital Management
California
$734K -$313K -2,264 -35%
WDA
1415
Wendell David Associates
New Hampshire
$733K – – –
IC
1416
InterOcean Capital
Illinois
$727K -$121K -877 -17%
BOS
1417
Bank of Stockton
California
$725K -$2.76K -20 -0.5%
XSC
1418
X-Square Capital
Puerto Rico
$725K +$54.7K +396 +11%
DBIA
1419
Dumont & Blake Investment Advisors
New Jersey
$724K -$8.43K -61 -1%
WA
1420
WESPAC Advisors
California
$724K +$574K +4,155 New
DA
1421
DSC Advisors
Illinois
$714K -$12.3K -89 -2%
AC
1422
Alexandria Capital
Virginia
$714K – – –
JWM
1423
JGP Wealth Management
Oregon
$712K +$553 +4 +0.1%
WIS
1424
Wright Investors Service
Connecticut
$709K +$563K +4,072 New
RA
1425
Royce & Associates
New York
$706K – – –
55 56
57
58 59