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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWA
1126
SteelBridge Private Wealth Advisors
Florida
$350K – – –
HIC
1127
Holderness Investments Company
North Carolina
$347K +$332 +6 +0.1%
NFG
1128
NewFocus Financial Group
Washington
$347K +$7.31K +132 +2%
EAM
1129
Evanson Asset Management
California
$344K -$5.54K -100 -2%
ATC
1130
Adirondack Trust Company
New York
$343K -$12.2K -220 -3%
HCM
1131
Hollencrest Capital Management
California
$342K -$38.5K -695 -10%
CWM
1132
Cornerstone Wealth Management
Missouri
$342K +$17.5K +316 +5%
MCM
1133
MV Capital Management
Maryland
$332K -$34.3K -619 -9%
ACP
1134
Aviance Capital Partners
Florida
$331K -$3.12M -56,356 -90%
TIA
1135
Tiemann Investment Advisors
California
$327K -$11.1K -200 -3%
NA
1136
NewEdge Advisors
Louisiana
$324K +$64.9K +1,171 +25%
WIP
1137
Wellesley Investment Partners
Massachusetts
$323K – – –
TNB
1138
Thomasville National Bank
Georgia
$322K -$29.8K -538 -8%
TSS
1139
Thomas Story & Son
Indiana
$322K – – –
RWM
1140
Raffa Wealth Management
District of Columbia
$321K – – –
AIA
1141
AIMZ Investment Advisors
California
$321K – – –
IWM
1142
IHT Wealth Management
Illinois
$317K +$102K +1,834 +47%
JWA
1143
JFS Wealth Advisors
Pennsylvania
$314K +$1.27K +23 +0.4%
FPB
1144
First PREMIER Bank
South Dakota
$314K +$23.3K +420 +8%
AL
1145
Aspiriant LLC
California
$312K -$46.3K -835 -13%
WA
1146
Waverly Advisors
Alabama
$312K -$5.1K -92 -2%
FHA
1147
Flagship Harbor Advisors
Massachusetts
$311K -$8.37K -151 -3%
CWM
1148
Circle Wealth Management
New Jersey
$311K +$14.6K +263 +5%
SWA
1149
Sutton Wealth Advisors
Florida
$310K -$2.66K -48 -0.8%
LCP
1150
Legacy Capital Partners
Wisconsin
$309K -$14.5K -261 -4%
44 45
46
47 48