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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1301
Moss Adams Wealth Advisors
Washington
$716K -$54.6K -564 -7%
CCFM
1302
Clear Creek Financial Management
Washington
$715K +$185K +1,917 +32%
UCB
1303
United Community Bank
South Carolina
$714K -$67.2K -695 -8%
ISL
1304
Ingalls & Snyder LLC
New York
$712K – – –
SA
1305
Seneschal Advisors
Washington
$711K +$754K +7,789 New
RBI
1306
Raiffeisen Bank International
Austria
$710K +$759K +7,841 New
PFS
1307
Physicians Financial Services
North Carolina
$709K -$14.6K -151 -2%
PWAM
1308
Pinnacle West Asset Management
Wyoming
$709K +$2.42K +25 +0.3%
NJIM
1309
Nabity-Jensen Investment Management
Nebraska
$707K -$3.77K -39 -0.5%
MWM
1310
Modern Wealth Management
Kansas
$707K +$181K +1,876 +32%
CI
1311
CX Institutional
Indiana
$705K +$140K +1,449 +23%
PCA
1312
Purkiss Capital Advisors
Connecticut
$705K +$747K +7,721 New
GL
1313
Graypoint LLC
New York
$703K -$72.2K -746 -9%
VCP
1314
Verus Capital Partners
Arizona
$703K -$55.5K -574 -7%
DFG
1315
Delta Financial Group
New Jersey
$700K +$742K +7,674 New
PCP
1316
Proficio Capital Partners
Massachusetts
$698K +$69.1K +714 +10%
BFC
1317
Bedel Financial Consulting
Indiana
$698K -$35.4K -366 -6%
RIA
1318
Regal Investment Advisors
Michigan
$696K -$143K -1,481 -16%
PW
1319
Paladin Wealth
Minnesota
$693K +$6K +62 +0.8%
CMTU
1320
Capital Markets Trading (UK)
United Kingdom
$693K +$525K +5,422 +249%
NHT
1321
New Hampshire Trust
New Hampshire
$690K -$285K -2,942 -28%
TL
1322
Tradewinds LLC
North Carolina
$688K -$17.8K -184 -3%
AC
1323
Apella Capital
Connecticut
$686K +$55.7K +576 +8%
OKSA
1324
O'Keefe Stevens Advisory
New York
$685K +$220K +2,272 +43%
HHRDM
1325
H&H Retirement Design & Management
Nevada
$684K -$69.7K -720 -11%
51 52
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54 55