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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
776
Cardiff Park Advisors
California
$1.03M – – –
WJWM
777
Williams Jones Wealth Management
New York
$1.03M – – –
FWI
778
Facet Wealth Inc
Maryland
$1.02M +$171K +1,304 +18%
SWP
779
Sagespring Wealth Partners
Tennessee
$1.02M -$170K -1,293 -13%
CA
780
Crewe Advisors
Utah
$1.02M -$5.91K -45 -0.5%
CAMG
781
CWA Asset Management Group
Florida
$1.02M +$70.7K +538 +7%
HI
782
Harrington Investments
California
$1.02M +$286K +2,180 +34%
AIM
783
Anchor Investment Management
South Carolina
$1.02M +$128K +972 +13%
CWM
784
Calamos Wealth Management
Illinois
$1.01M -$2.95M -22,425 -72%
AI
785
Accredited Investors
Minnesota
$1.01M +$451K +3,434 +68%
KJHP
786
K.J. Harrison & Partners
Ontario, Canada
$1.01M -$2.1M -16,000 -65%
WC
787
Woodstock Corp
Massachusetts
$1.01M – – –
KIG
788
Kennedy Investment Group
New Jersey
$1M -$6.57K -50 -0.6%
KNW
789
Kesler Norman & Wride
Utah
$1M -$9.59K -73 -0.9%
ZIG
790
Zullo Investment Group
Pennsylvania
$1M +$13.4K +102 +1%
BIM
791
Baldwin Investment Management
Pennsylvania
$999K – – –
RSA
792
River Street Advisors
Illinois
$984K – – –
TCA
793
Transcend Capital Advisors
New Jersey
$981K +$6.96K +53 +0.6%
CWA
794
Canvas Wealth Advisors
Kansas
$980K -$18.9K -144 -2%
EWM
795
Empirical Wealth Management
Washington
$977K +$61.1K +465 +6%
WSCM
796
Wellington Shields Capital Management
New York
$973K – – –
SLT
797
St Louis Trust
Missouri
$972K +$128K +975 +14%
IP
798
Indivisible Partners
Florida
$965K -$167K -1,269 -13%
OWMIAS
799
One Wealth Management Investment & Advisory Services
Florida
$963K +$7.49K +57 +0.7%
JWM
800
Jacksonville Wealth Management
Florida
$961K +$3.68K +28 +0.3%
30 31
32
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