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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
776
Tiedemann Advisors
New York
$3.94M +$65.3K +578 +2%
PFS
777
Prospera Financial Services
Texas
$3.94M -$145K -1,287 -4%
LSPW
778
Lake Street Private Wealth
Illinois
$3.92M +$29.7K +263 +0.8%
WDA
779
Wendell David Associates
New Hampshire
$3.92M +$32.8K +290 +0.8%
FWCM
780
Ferguson Wellman Capital Management
Oregon
$3.9M -$32.3K -286 -0.8%
CCM
781
Canal Capital Management
Virginia
$3.89M +$251K +2,218 +7%
SIC
782
Sigma Investment Counselors
Michigan
$3.88M +$1.36K +12 +0%
LBC
783
Lowe Brockenbrough & Co
Virginia
$3.88M – – –
BSI
784
Bennett Selby Investments
Maine
$3.86M +$1.7K +15 +0%
BFPW
785
BOK Financial Private Wealth
Colorado
$3.86M +$172K +1,520 +5%
LA
786
LVW Advisors
New York
$3.84M -$990K -8,756 -20%
LTI
787
Laffer Tengler Investments
Tennessee
$3.83M +$23.1K +204 +0.6%
ECM
788
EagleClaw Capital Management
Massachusetts
$3.81M +$11.3K +100 +0.3%
BCFS
789
Butensky & Cohen Financial Security
Florida
$3.8M -$35.2K -311 -0.9%
IFG
790
Independent Financial Group
California
$3.79M +$93.3K +825 +2%
BPGAM
791
BTG Pactual Global Asset Management
Bermuda
$3.79M +$10.7K +95 +0.3%
SNT
792
Security National Trust
West Virginia
$3.79M +$400K +3,540 +12%
HVM
793
Harvest Volatility Management
Connecticut
$3.79M +$937K +8,291 +32%
JWM
794
Jackson Wealth Management
Florida
$3.78M +$223K +1,974 +6%
MM
795
Meridian Management
Arkansas
$3.78M -$726K -6,419 -16%
DA
796
Dash Acquisitions
California
$3.76M +$231K +2,043 +6%
OSAM
797
O'Shaughnessy Asset Management
Connecticut
$3.75M +$95K +840 +3%
SAM
798
Stansberry Asset Management
Texas
$3.74M -$1.97M -17,434 -34%
IRF
799
IBM Retirement Fund
New York
$3.71M -$739K -6,534 -16%
EW
800
Evoke Wealth
California
$3.71M +$79.5K +703 +2%
30 31
32
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