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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Centurion Wealth Management
Virginia
$519K +$448K +6,481 New
PI
727
PFG Investments
New York
$519K -$35.9K -520 -7%
AI
728
Accredited Investors
Minnesota
$518K – – –
EW
729
Evoke Wealth
California
$515K +$444K +6,431 New
OCBCO
730
Oversea-Chinese Banking Corp (OCBC)
Singapore
$514K -$401K -5,811 -48%
SWM
731
Salvus Wealth Management
New Jersey
$513K +$137K +1,982 +45%
BBA
732
Baader Bank Aktiengesellschaft
Germany
$510K -$382K -5,529 -46%
NP
733
NorthRock Partners
Minnesota
$510K +$62.2K +900 +16%
ABLA
734
Alan B. Lancz & Associates
Ohio
$509K +$69.1K +1,000 +19%
FI
735
FWG Investments
Kentucky
$509K +$5.25K +76 +1%
SB
736
Strategic Blueprint
Georgia
$505K +$345 +5 +0.1%
GM
737
GeoWealth Management
Illinois
$505K -$54.1K -783 -11%
BHPW
738
Beverly Hills Private Wealth
California
$505K +$18.6K +269 +4%
LAS
739
Legacy Advisory Services
Pennsylvania
$505K – – –
CPC
740
Congress Park Capital
New York
$505K +$60.4K +875 +16%
GL
741
Graypoint LLC
New York
$502K +$93.7K +1,356 +28%
PWLP
742
Prio Wealth Limited Partnership
Massachusetts
$501K – – –
LCM
743
Lazari Capital Management
California
$499K -$15K -217 -3%
TGAM
744
TBH Global Asset Management
Tennessee
$497K +$36.7K +532 +9%
SSB
745
Sandy Spring Bank
Maryland
$496K +$25.1K +364 +6%
AIM
746
Aigen Investment Management
New York
$495K -$288K -4,169 -40%
JIC
747
Johnson Investment Counsel
Ohio
$495K -$107K -1,548 -20%
TCM
748
Traynor Capital Management
Pennsylvania
$493K -$117K -1,691 -22%
TFA
749
Toth Financial Advisory
Virginia
$492K +$335K +4,845 +376%
GCP
750
Gill Capital Partners
Colorado
$491K +$30.2K +437 +8%
28 29
30
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