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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
926
Henshaw Capital
Massachusetts
$688K +$762K +5,797 New
BFG
927
Birch Financial Group
New Hampshire
$682K -$48.2K -367 -6%
BRWA
928
B. Riley Wealth Advisors
Florida
$680K -$198K -1,506 -20%
PTC
929
Private Trust Company
Ohio
$680K -$173K -1,313 -19%
MWM
930
MOR Wealth Management
Pennsylvania
$680K +$16.3K +124 +2%
CB
931
CNB Bank
Pennsylvania
$679K -$28.9K -220 -4%
PI
932
Pachira Investments
California
$676K -$920 -7 -0.1%
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$675K +$133K +1,014 +22%
BCG
934
Breakwater Capital Group
New Jersey
$672K +$4.34K +33 +0.6%
GT
935
Greenleaf Trust
Michigan
$671K +$104K +795 +16%
GH
936
GAM Holding
Switzerland
$670K -$212K -1,615 -22%
QP
937
Quilter Plc
United Kingdom
$669K +$89.6K +682 +14%
IHL
938
Investment House LLC
California
$669K -$1.31K -10 -0.2%
QF
939
QVT Financial
New York
$669K +$194K +1,474 +35%
JSSH
940
J. Safra Sarasin Holding
$667K +$409K +3,112 +124%
AWM
941
Aprio Wealth Management
Georgia
$666K -$12K -91 -2%
JG
942
Jain Global
New York
$664K -$4.21M -32,078 -85%
DWT
943
Dorsey & Whitney Trust
South Dakota
$664K +$12.6K +96 +2%
PCA
944
Prosperity Capital Advisors
Ohio
$660K -$29.6K -225 -4%
NP
945
NorthRock Partners
Minnesota
$660K -$65.8K -501 -8%
CFG
946
Cooper Financial Group
California
$658K +$303K +2,304 +71%
GS
947
GTS Securities
Florida
$655K +$116K +881 +19%
PFPG
948
Pinnacle Financial Partners (Georgia)
Georgia
$654K -$53.2K -405 -7%
MFS
949
Miller Financial Services
Michigan
$654K +$1.84K +14 +0.3%
ACM
950
AlphaStar Capital Management
North Carolina
$654K +$61.4K +467 +9%
36 37
38
39 40