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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
651
HB Wealth Management
Georgia
$359K +$78K +480 +31%
AWS
652
Arkfeld Wealth Strategies
Nebraska
$359K +$339K +2,087 New
CLOS
653
Compagnie Lombard Odier SCmA
Switzerland
$355K +$230K +1,415 +236%
DILIC
654
Dai-ichi Life Insurance Company
Japan
$354K – – –
SWP
655
Stratos Wealth Partners
Ohio
$354K +$40.6K +250 +14%
EC
656
EJF Capital
Virginia
$352K -$163K -1,000 -33%
KJHP
657
K.J. Harrison & Partners
Ontario, Canada
$351K +$325K +2,000 New
BHPW
658
Beverly Hills Private Wealth
California
$351K +$65.8K +405 +24%
NW
659
NewEdge Wealth
Pennsylvania
$348K +$68.6K +422 +27%
PWM
660
Prosperity Wealth Management
California
$347K +$321K +1,973 New
HIA
661
Harbor Investment Advisory
Maryland
$347K – – –
BL
662
Balentine LLC
Georgia
$347K +$76.1K +468 +31%
CCA
663
Cravens & Co Advisors
Tennessee
$344K +$6.67K +41 +2%
MFA
664
Mayflower Financial Advisors
Massachusetts
$343K +$99K +609 +45%
DWT
665
Dorsey & Whitney Trust
South Dakota
$343K +$317K +1,950 New
PWM
666
Peterson Wealth Management
Nevada
$342K +$316K +1,945 New
CH
667
Canton Hathaway
Rhode Island
$338K -$72.8K -448 -19%
DIM
668
DC Investments Management
Virginia
$337K – – –
UM
669
UniSuper Management
Australia
$334K +$309K +1,900 New
RIA
670
RPG Investment Advisory
California
$333K – – –
GVAG
671
Great Valley Advisor Group
Delaware
$333K -$19K -117 -6%
NL
672
NWAM LLC
Washington
$331K +$4.55K +28 +2%
RA
673
RFG Advisory
Alabama
$326K +$69.9K +430 +30%
LSPW
674
Lake Street Private Wealth
Illinois
$319K -$92.3K -568 -24%
ACM
675
Adalta Capital Management
New York
$318K – – –
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