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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
701
Accredited Investors
Minnesota
$499K – – –
PVI
702
Pine Valley Investments
New Jersey
$498K -$43.2K -547 -8%
CFD
703
Creative Financial Designs
Indiana
$498K -$248K -3,145 -33%
PWLP
704
Prio Wealth Limited Partnership
Massachusetts
$496K -$58.9K -745 -10%
CW
705
CreativeOne Wealth
Kansas
$494K +$194K +2,456 +62%
LAS
706
Legacy Advisory Services
Pennsylvania
$494K -$59.4K -752 -11%
WA
707
Wealth Architects
California
$494K – – –
EWM
708
Evercore Wealth Management
New York
$493K -$227K -2,875 -31%
EW
709
Evoke Wealth
California
$491K +$503K +6,365 New
SB
710
Strategic Blueprint
Georgia
$490K +$27.8K +352 +6%
FWM
711
Focused Wealth Management
New York
$489K +$7.9K +100 +2%
BCM
712
BluePath Capital Management
Georgia
$488K -$23.5K -297 -4%
LCM
713
Lazari Capital Management
California
$484K -$23.3K -295 -4%
SC
714
Syon Capital
California
$483K -$2.37M -29,984 -83%
LNC
715
Lincoln National Corp
Pennsylvania
$480K -$133K -1,681 -21%
SWM
716
SeaCrest Wealth Management
New York
$478K +$30.2K +382 +7%
GT
717
Greenleaf Trust
Michigan
$475K +$486K +6,156 New
AFA
718
AA Financial Advisors
Ohio
$474K +$486K +6,146 New
MIM
719
Moseley Investment Management
Florida
$474K +$100K +1,268 +26%
WP
720
WMS Partners
Maryland
$473K +$12K +152 +3%
SW
721
SVB Wealth
Massachusetts
$472K -$87.4K -1,106 -15%
AWA
722
Arkadios Wealth Advisors
Georgia
$471K -$91.6K -1,160 -16%
EP
723
Edgestream Partners
New Jersey
$469K +$229K +2,905 +91%
CWM
724
CIBC World Markets
New York
$463K +$474K +6,000 New
FI
725
FWG Investments
Kentucky
$461K -$6.71K -85 -1%
27 28
29
30 31