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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
MOR Wealth Management
Pennsylvania
$902K +$900K +5,605 New
GAMC
977
Garner Asset Management Corp
Texas
$897K -$1.61K -10 -0.2%
FWM
978
Focused Wealth Management
New York
$895K +$20.9K +130 +2%
DWT
979
Dorsey & Whitney Trust
South Dakota
$885K -$175K -1,092 -17%
MFS
980
Miller Financial Services
Michigan
$885K -$77.1K -480 -8%
LSPW
981
Lake Street Private Wealth
Illinois
$883K -$52.2K -325 -6%
NFG
982
Nations Financial Group
Iowa
$880K +$60.4K +376 +7%
SWM
983
Salvus Wealth Management
New Jersey
$879K -$83.7K -521 -9%
HCM
984
Howland Capital Management
Massachusetts
$878K +$99.4K +619 +13%
LCM
985
Lazari Capital Management
California
$877K -$173K -1,077 -17%
MFG
986
Magnus Financial Group
New York
$875K +$512K +3,190 +142%
IFA
987
Index Fund Advisors
California
$873K – – –
TCM
988
Triumph Capital Management
Colorado
$869K +$68.4K +426 +9%
QIM
989
Quest Investment Management
Oregon
$868K -$21.4K -133 -2%
WP
990
Westmount Partners
California
$866K +$43.4K +270 +5%
SFM
991
Soros Fund Management
New York
$865K +$863K +5,376 New
ABLA
992
Alan B. Lancz & Associates
Ohio
$861K – – –
DWM
993
Destination Wealth Management
California
$858K +$856K +5,332 New
WAG
994
Winthrop Advisory Group
Massachusetts
$858K +$642 +4 +0.1%
HGWM
995
Horst & Graben Wealth Management
Oregon
$853K -$357K -2,223 -30%
UB
996
UMB Bank
Missouri
$853K +$5.46K +34 +0.6%
FTWA
997
Fifth Third Wealth Advisors
Ohio
$848K +$136K +848 +19%
RW
998
Rede Wealth
Virginia
$847K +$845K +5,262 New
LWM
999
Lakeridge Wealth Management
Ohio
$847K – – –
PIA
1000
Prakash Investment Advisors
Massachusetts
$843K -$161K -1,000 -16%
38 39
40
41 42