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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
701
Matisse Capital
Oregon
$882K +$205K +1,400 +28%
LFM
702
LGT Fund Management
Liechtenstein
$882K +$935K +6,400 New
HAS
703
HBW Advisory Services
California
$866K -$1.46K -10 -0.2%
VIA
704
Vident Investment Advisory
Georgia
$865K -$1.14M -7,810 -55%
DA
705
DCM Advisors
New York
$861K +$83.3K +570 +10%
AIM
706
Anchor Investment Management
South Carolina
$857K +$603K +4,130 +198%
VFA
707
Voya Financial Advisors
Connecticut
$850K -$64.3K -440 -7%
ANRIA
708
American National Registered Investment Advisor
Texas
$850K – – –
PGWM
709
Parisi Gray Wealth Management
New Jersey
$850K +$27.8K +190 +3%
SWM
710
Sculati Wealth Management
Michigan
$846K +$20.5K +140 +2%
IWP
711
Icon Wealth Partners
Texas
$844K – – –
BBA
712
BLB&B Advisors
Pennsylvania
$840K – – –
FA
713
Financial Avengers
California
$840K +$145K +990 +19%
PA
714
PFG Advisors
Arizona
$837K -$78.9K -540 -8%
AAP
715
Ardsley Advisory Partners
Connecticut
$834K +$877K +6,000 New
NWM
716
Nauset Wealth Management
Connecticut
$831K +$881K +6,030 New
MOS
717
MGO One Seven
Ohio
$827K +$1.46K +10 +0%
CA
718
Cullinan Associates
Kentucky
$826K – – –
PWP
719
Pursue Wealth Partners
California
$824K +$874K +5,980 New
SMFG
720
Sumitomo Mitsui Financial Group
Japan
$821K -$3.66M -25,070 -81%
RJT
721
Raymond James Trust
Florida
$821K +$55.5K +380 +7%
KCM
722
KRS Capital Management
Michigan
$816K +$866K +5,930 New
CWMGP
723
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$813K +$862K +5,900 New
ACM
724
Advisors Capital Management
New Jersey
$811K +$859K +5,880 New
FCBT
725
First Citizens Bank & Trust
North Carolina
$810K -$196K -1,340 -19%
27 28
29
30 31