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Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
726
Private Portfolio Partners
New Jersey
$840K -$9.73K -100 -1%
MCM
727
Manchester Capital Management
Vermont
$838K – – –
WSFS
728
Wilmington Savings Fund Society
Delaware
$833K +$14.9K +153 +2%
NRD
729
Nebula Research & Development
New York
$827K +$756K +7,775 New
LWAM
730
Legacy Wealth Asset Management
Minnesota
$827K -$34.3K -353 -4%
XWM
731
Xcel Wealth Management
Florida
$818K – – –
QCG
732
Quadrant Capital Group
Ohio
$816K -$12.3K -126 -2%
DB
733
Danske Bank
Denmark
$815K +$746K +7,666 New
GAM
734
Grandview Asset Management
Pennsylvania
$810K -$113K -1,161 -13%
PWM
735
Perigon Wealth Management
California
$806K +$47.8K +491 +7%
EPA
736
Element Pointe Advisors
Florida
$805K – – –
CAG
737
Csenge Advisory Group
Florida
$800K +$328K +3,377 +81%
PI
738
PFG Investments
New York
$798K +$100K +1,033 +16%
KWA
739
Kingswood Wealth Advisors
California
$796K +$161K +1,658 +28%
LC
740
Lindbrook Capital
California
$793K +$14.2K +146 +2%
EFG
741
Everhart Financial Group
Ohio
$789K +$389 +4 +0.1%
BBW
742
Blue Barn Wealth
Utah
$787K -$39K -401 -5%
SCP
743
Sivia Capital Partners
California
$787K -$43.1K -443 -6%
NFG
744
Nadler Financial Group
Illinois
$772K +$23.2K +239 +3%
ZF
745
Zhang Financial
Michigan
$771K +$27.4K +282 +4%
SW
746
Solidarity Wealth
Utah
$767K +$701K +7,212 New
TRCT
747
Tower Research Capital (TRC)
New York
$765K -$108K -1,109 -13%
TCM
748
Traynor Capital Management
Pennsylvania
$764K +$101K +1,036 +17%
PWM
749
Parkworth Wealth Management
California
$762K +$697K +7,168 New
FFM
750
Forum Financial Management
Illinois
$758K +$287K +2,953 +71%
28 29
30
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