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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
726
Gladstone Institutional Advisory
Florida
$1.03M -$65.6K -656 -7%
AIM
727
Arcadia Investment Management
Michigan
$1.03M – – –
AAS
728
Ameritas Advisory Services
Nebraska
$1.02M +$377K +3,769 +74%
HCS
729
Himension Capital (Singapore)
Singapore
$1.02M +$882K +8,819 New
WJWM
730
Williams Jones Wealth Management
New York
$1.02M – – –
TCA
731
Transcend Capital Advisors
New Jersey
$1.01M +$72.4K +724 +9%
BP
732
BBR Partners
New York
$1.01M +$217K +2,166 +33%
CPA
733
Cardiff Park Advisors
California
$1.01M – – –
LBWM
734
Left Brain Wealth Management
Illinois
$997K -$3.01M -30,055 -78%
FRA
735
Frank Rimerman Advisors
California
$990K +$615K +6,147 +252%
SVWAG
736
Sound View Wealth Advisors Group
Georgia
$986K -$36.8K -368 -4%
WI
737
WrapManager Inc
California
$984K -$72.3K -723 -8%
SB
738
SIG Brokerage
New York
$982K +$851K +8,509 New
PWM
739
Perigon Wealth Management
California
$981K +$167K +1,673 +24%
WC
740
Woodstock Corp
Massachusetts
$978K -$332K -3,315 -28%
SW
741
Solidarity Wealth
Utah
$972K +$130K +1,300 +18%
RCA
742
Roberts Capital Advisors
Colorado
$972K – – –
GCM
743
Gables Capital Management
Florida
$969K -$105K -1,050 -11%
BRWA
744
B. Riley Wealth Advisors
Florida
$967K +$838K +8,382 New
CIM
745
Confluence Investment Management
Missouri
$965K +$24K +240 +3%
ABLA
746
Alan B. Lancz & Associates
Ohio
$963K – – –
RSA
747
River Street Advisors
Illinois
$963K +$13.2K +132 +2%
JWM
748
Jacksonville Wealth Management
Florida
$963K -$12.9K -129 -2%
HWM
749
HB Wealth Management
Georgia
$962K -$674K -6,736 -45%
ZIG
750
Zullo Investment Group
Pennsylvania
$956K -$84.4K -844 -9%
28 29
30
31 32