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Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
676
Alpha Cubed Investments
California
$1.02M +$90.9K +935 +11%
HFM
677
Harvest Fund Management
China
$1.01M +$926K +9,525 New
MSFS
678
Main Street Financial Solutions
Pennsylvania
$1.01M +$147K +1,513 +19%
PGFC
679
Peapack-Gladstone Financial Corp
New Jersey
$1.01M -$8.56K -88 -0.9%
GCM
680
Gables Capital Management
Florida
$1M -$38.9K -400 -4%
KNW
681
Kesler Norman & Wride
Utah
$1M -$10.5K -108 -1%
BAM
682
Blueshift Asset Management
New Jersey
$997K +$381K +3,918 +72%
CWA
683
Canvas Wealth Advisors
Kansas
$996K -$47.2K -485 -5%
SIG
684
Stonegate Investment Group
Alabama
$994K -$2.42M -24,906 -73%
XSC
685
X-Square Capital
Puerto Rico
$989K -$26.3K -270 -3%
ZIG
686
Zullo Investment Group
Pennsylvania
$989K +$5.54K +57 +0.6%
NWM
687
Napa Wealth Management
California
$982K +$898K +9,237 New
BP
688
BNP Paribas
France
$965K +$661K +6,792 +297%
WEG
689
World Equity Group
Illinois
$964K +$455K +4,678 +107%
ACA
690
Aptus Capital Advisors
Alabama
$957K +$286K +2,945 +49%
LIA
691
LBMC Investment Advisors
Tennessee
$952K – – –
CAI
692
Capital Advisors Inc
Oklahoma
$950K -$20.4K -210 -2%
WA
693
Wealth Alliance
New York
$949K -$4.96K -51 -0.6%
SVWAG
694
Sound View Wealth Advisors Group
Georgia
$948K -$1.46K -15 -0.2%
AIM
695
Arcadia Investment Management
Michigan
$947K – – –
KA
696
Kercheville Advisors
Texas
$942K -$136K -1,400 -14%
WJWM
697
Williams Jones Wealth Management
New York
$938K – – –
IWM
698
IHT Wealth Management
Illinois
$937K +$33.5K +344 +4%
WA
699
Waverly Advisors
Alabama
$934K +$554K +5,701 +185%
DWM
700
Dakota Wealth Management
Florida
$928K -$18K -185 -2%
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