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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
651
Personal CFO Solutions
New Jersey
$2.15M -$532K -3,923 -21%
CP
652
Cumberland Partners
Ontario, Canada
$2.15M -$3.39K -25 -0.2%
HIP
653
Harrell Investment Partners
Texas
$2.15M +$50.7K +374 +3%
AGWCA
654
Annis Gardner Whiting Capital Advisors
Florida
$2.14M +$1.85M +13,612 +1,730%
AWM
655
Avior Wealth Management
Nebraska
$2.11M +$76.3K +563 +4%
PWM
656
Prosperity Wealth Management
California
$2.11M +$76.6K +565 +4%
TBC
657
Ted Buchan & Co
California
$2.09M +$15.7K +116 +0.8%
MAM
658
Milestone Asset Management
Pennsylvania
$2.09M +$1.26M +9,292 +195%
ECM
659
Evergreen Capital Management
Washington
$2.07M +$58.6K +432 +3%
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.07M +$1.52M +11,225 +955%
MOS
661
MGO One Seven
Ohio
$2.06M -$337K -2,487 -15%
MSFS
662
Main Street Financial Solutions
Pennsylvania
$2.06M +$370K +2,728 +25%
MAM
663
Melqart Asset Management
United Kingdom
$2.05M -$6.23M -45,953 -77%
SCM
664
SCS Capital Management
Massachusetts
$2.05M -$116K -854 -6%
CWM
665
Cornerstone Wealth Management
Missouri
$2.04M -$18.3K -135 -1%
CA
666
Corrado Advisors
New Jersey
$1.99M – – –
AWM
667
Axxcess Wealth Management
California
$1.99M -$750K -5,530 -29%
AA
668
Ancora Advisors
Ohio
$1.98M +$109K +805 +6%
CCM
669
Cohen Capital Management
California
$1.98M – – –
MCM
670
MAI Capital Management
Ohio
$1.97M +$60.5K +446 +3%
WPW
671
Watershed Private Wealth
Illinois
$1.96M -$136 -1 -0%
MIC
672
Means Investment Company
Maine
$1.95M -$107K -788 -6%
LCM
673
Landscape Capital Management
New Jersey
$1.94M -$40.7K -300 -2%
PIA
674
Perennial Investment Advisors
California
$1.94M -$8.68K -64 -0.5%
CTFG
675
Capstone Triton Financial Group
Oklahoma
$1.93M +$1.76M +12,995 New
25 26
27
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