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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
751
Sunbelt Securities
Texas
$726K -$55.5K -380 -4%
HIIFS
752
Harel Insurance Investments & Financial Services
Israel
$725K -$1.01M -6,920 -57%
IC
753
Intersect Capital
California
$723K -$801K -5,480 -51%
FFG
754
Frisch Financial Group
New York
$716K +$33.6K +230 +5%
9WM
755
9258 Wealth Management
Ohio
$714K – – –
CF
756
Centaurus Financial
California
$712K +$46.8K +320 +7%
OWP
757
Obermeyer Wealth Partners
Colorado
$709K +$133K +910 +21%
FHC
758
First Heartland Consultants
Missouri
$702K +$120K +820 +19%
ACA
759
Aptus Capital Advisors
Alabama
$698K -$5.84K -40 -0.8%
CWM
760
Circle Wealth Management
New Jersey
$697K +$10.2K +70 +1%
WANY
761
Wealthspire Advisors (New York)
New York
$696K -$190K -1,300 -20%
CFO
762
Collective Family Office
Pennsylvania
$694K +$149K +1,020 +25%
AGA
763
Accuvest Global Advisors
Utah
$689K -$3.01M -20,610 -80%
BGDI
764
BW Gestao de Investimentos
Brazil
$689K -$731K -5,000 -50%
BWM
765
Buckley Wealth Management
Nevada
$689K – – –
CCM
766
Campbell Capital Management
Florida
$689K +$731K +5,000 New
SC
767
Soundwatch Capital
Connecticut
$689K +$731K +5,000 New
ASC
768
Atalanta Sosnoff Capital
New York
$686K – – –
BBHC
769
Brown Brothers Harriman & Co
New York
$683K +$78.9K +540 +12%
ARIS
770
Advanced Research Investment Solutions
California
$683K +$245K +1,680 +51%
TIAM2
771
Tru Independence Asset Management 2
Oregon
$680K -$74.5K -510 -9%
FCFS
772
First Command Financial Services
Texas
$678K – – –
SPIO
773
Seven Post Investment Office
California
$675K – – –
PIA
774
Perennial Investment Advisors
California
$670K +$17.5K +120 +3%
WC
775
Woodstock Corp
Massachusetts
$669K – – –
29 30
31
32 33