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Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
776
American Money Management
California
$575K +$1.5K +10 +0.2%
BCA
777
Berman Capital Advisors
Georgia
$575K +$156K +1,040 +32%
STA
778
Summit Trail Advisors
New York
$573K -$439K -2,930 -41%
OA
779
Oxbow Advisors
Texas
$569K – – –
SHGA
780
Sand Hill Global Advisors
California
$569K +$8.99K +60 +1%
EWM
781
Evercore Wealth Management
New York
$561K – – –
WJA
782
Willis Johnson & Associates
Texas
$561K +$1.5K +10 +0.2%
BWP
783
Baldwin Wealth Partners
Massachusetts
$560K – – –
TCM
784
Traynor Capital Management
Pennsylvania
$558K -$7.49K -50 -1%
BAS
785
Brown Advisory Securities
Maryland
$553K -$94.4K -630 -13%
SWA
786
SFMG Wealth Advisors
Texas
$553K +$1.5K +10 +0.2%
ICP
787
Interchange Capital Partners
Pennsylvania
$550K +$42K +280 +7%
QCG
788
Quadrant Capital Group
Ohio
$546K +$121K +810 +25%
WFI
789
West Family Investments
California
$545K +$7.49K +50 +1%
CW
790
CreativeOne Wealth
Kansas
$545K +$10.5K +70 +2%
CFO
791
Collective Family Office
Pennsylvania
$545K +$56.9K +380 +10%
AAP
792
Arax Advisory Partners
Colorado
$544K +$67.4K +450 +13%
ED
793
Exane Derivatives
France
$542K -$1.49M -9,930 -71%
MA
794
MONECO Advisors
Connecticut
$542K +$47.9K +320 +9%
SCA
795
Sassicaia Capital Advisers
New York
$542K +$375K +2,500 +167%
QCM
796
Quest Capital Management
Texas
$541K -$4.5K -30 -0.7%
JWM
797
JGP Wealth Management
Oregon
$541K +$18K +120 +3%
BCA
798
Bay Colony Advisors
Massachusetts
$541K +$226K +1,510 +61%
GIM
799
Grassi Investment Management
California
$540K – – –
PP
800
Paloma Partners
Connecticut
$538K -$1.94M -12,980 -77%
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