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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1251
Sentry Investment Management
Wisconsin
$741K -$75.8K -931 -9%
MW
1252
Marcum Wealth
Ohio
$740K -$29.1K -357 -4%
PAG
1253
Private Advisory Group
Washington
$738K -$57.9K -711 -7%
GS
1254
Gagnon Securities
New York
$738K +$247K +3,037 +47%
KMWM
1255
Keudell/Morrison Wealth Management
Oregon
$735K +$52.4K +644 +7%
WAM
1256
Winslow Asset Management
Ohio
$732K -$40.6K -499 -5%
TC
1257
Truvestments Capital
Florida
$731K -$82.7K -1,015 -10%
SIS
1258
Sound Income Strategies
Florida
$730K -$11.4K -140 -1%
CT
1259
Chicago Trust
Illinois
$728K -$298K -3,665 -28%
CST
1260
Charles Schwab Trust
Nevada
$727K +$16.7K +205 +2%
AC
1261
Abbrea Capital
California
$727K -$122K -1,496 -14%
PWC
1262
PYA Waltman Capital
Tennessee
$726K +$60.3K +741 +9%
CS
1263
Cannell & Spears
New York
$725K -$16.3K -200 -2%
WC
1264
Wynn Capital
Georgia
$718K +$39.1K +480 +5%
CIAS
1265
Capital Investment Advisory Services
North Carolina
$715K +$137K +1,678 +22%
AWA
1266
Arkadios Wealth Advisors
Georgia
$713K -$103K -1,268 -12%
SLI
1267
Sumitomo Life Insurance
Japan
$711K -$78.1K -959 -9%
JIC
1268
Joel Isaacson & Co
New York
$711K -$47.2K -579 -6%
LFP
1269
Leeward Financial Partners
Washington
$709K +$20.9K +257 +3%
KC
1270
Knuff & Co
California
$708K -$48.6K -597 -6%
DFA
1271
Davies Financial Advisors
California
$706K -$26.7K -328 -3%
FCA
1272
FLC Capital Advisors
California
$706K +$49.7K +610 +7%
ILI
1273
Invesco LLC (Illinois)
Illinois
$705K -$68.8K -845 -9%
LSA
1274
Leonteq Securities AG
Switzerland
$705K -$2.5M -30,650 -77%
BCPWM
1275
Bradley & Co Private Wealth Management
Florida
$703K -$109K -1,337 -13%
49 50
51
52 53