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Name Holding Trade Value Shares
Change 		Change in
Stake
DT
801
Diversified Trust
Tennessee
$929K -$268K -2,350 -22%
PWM
802
Perigon Wealth Management
California
$915K -$80K -701 -8%
JWM
803
Jacksonville Wealth Management
Florida
$915K -$9.7K -85 -1%
EP
804
Evelyn Partners
$914K +$914K +8,009 New
WSCM
805
Wellington Shields Capital Management
New York
$913K -$22.8K -200 -2%
BCM
806
Bienville Capital Management
New York
$913K – – –
PL
807
Perpetual Ltd
Australia
$913K -$243K -2,128 -21%
HGWM
808
Horst & Graben Wealth Management
Oregon
$912K -$8.22K -72 -1%
DTL
809
Dynamic Technology Lab
Singapore
$910K +$910K +7,972 New
JSAM
810
J. Safra Asset Management
New York
$910K +$135K +1,184 +17%
KNW
811
Kesler Norman & Wride
Utah
$907K -$58.7K -514 -6%
TCWM
812
Total Clarity Wealth Management
Illinois
$907K -$246K -2,154 -21%
AAS
813
Ameritas Advisory Services
Nebraska
$907K +$376K +3,294 +71%
WDC
814
Woodward Diversified Capital
California
$901K – – –
PCG
815
Prosperity Consulting Group
Maryland
$890K +$93.9K +823 +12%
CWS
816
Confluence Wealth Services
Pennsylvania
$884K +$12.3K +108 +1%
CWM
817
Cabot Wealth Management
Massachusetts
$882K -$1.18M -10,363 -57%
RBFC
818
Roman Butler Fullerton & Co
Missouri
$881K +$516K +4,523 +178%
MW
819
Marble Wealth
Alabama
$880K +$2.28K +20 +0.3%
WCAMG
820
Woodard & Company Asset Management Group
North Carolina
$878K +$9.13K +80 +1%
1W
821
1776 Wealth
Georgia
$871K – – –
PI
822
PFG Investments
New York
$871K +$78.2K +685 +10%
MFA
823
Mayflower Financial Advisors
Massachusetts
$865K -$53.4K -468 -6%
AWAU
824
Alliance Wealth Advisors (Utah)
Utah
$864K -$422K -3,699 -33%
STA
825
Summit Trail Advisors
New York
$864K -$33.9K -297 -4%
31 32
33
34 35