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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
876
AGP Franklin
Tennessee
$973K +$888K +6,547 New
RWM
877
Rialto Wealth Management
New York
$972K – – –
LCM
878
Lazari Capital Management
California
$970K +$5.42K +40 +0.6%
AAIS
879
ABN AMRO Investment Solutions
$966K -$3.95M -29,120 -82%
CCWM
880
Correct Capital Wealth Management
Missouri
$957K -$16.3K -120 -2%
SB
881
Strategic Blueprint
Georgia
$956K -$271 -2 -0%
BFG
882
Birch Financial Group
New Hampshire
$955K +$28.5K +210 +3%
SAM
883
Silvercrest Asset Management
New York
$950K -$4.27M -31,498 -83%
PCG
884
Prosperity Consulting Group
Maryland
$948K +$49.8K +367 +6%
TGAM
885
TBH Global Asset Management
Tennessee
$946K – – –
OCM
886
Orser Capital Management
Texas
$945K +$863K +6,362 New
BOJHT
887
Bank of Jackson Hole Trust
Wyoming
$945K – – –
WA
888
Wealth Alliance
New York
$945K -$214K -1,582 -20%
DWM
889
Dakota Wealth Management
Florida
$936K -$615K -4,533 -42%
OWP
890
Obermeyer Wealth Partners
Colorado
$934K +$13.2K +97 +2%
CCFM
891
Clear Creek Financial Management
Washington
$933K -$25.6K -189 -3%
PIA
892
Prakash Investment Advisors
Massachusetts
$927K -$227K -1,675 -21%
CNWM
893
Clay Northam Wealth Management
California
$925K -$6.78K -50 -0.8%
AI
894
Accredited Investors
Minnesota
$923K -$19.7K -145 -2%
DILIC
895
Dai-ichi Life Insurance Company
Japan
$921K -$136K -1,000 -14%
WSFS
896
Wilmington Savings Fund Society
Delaware
$916K -$739K -5,449 -47%
PCA
897
Prosperity Capital Advisors
Ohio
$915K +$51.8K +382 +7%
SIC
898
Schwartz Investment Counsel
Michigan
$914K – – –
EWP
899
Equity Wealth Partners
Missouri
$912K +$832K +6,140 New
JWM
900
JGP Wealth Management
Oregon
$906K -$17.4K -128 -2%
34 35
36
37 38