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Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
676
D.B. Root & Company
Pennsylvania
$229K +$1.91K +13 +0.9%
BFG
677
Beacon Financial Group
Texas
$229K -$65.2K -445 -22%
WBG
678
Wharton Business Group
Pennsylvania
$228K +$217K +1,480 New
BFS
679
Bard Financial Services
Connecticut
$228K +$216K +1,475 New
EWM
680
Evercore Wealth Management
New York
$227K +$216K +1,471 New
VWA
681
Visionary Wealth Advisors
Illinois
$227K +$216K +1,470 New
CPIG
682
Chicago Partners Investment Group
Illinois
$225K -$284K -1,934 -55%
JWCA
683
J.W. Cole Advisors
Florida
$225K +$214K +1,458 New
CA
684
Clearstead Advisors
Ohio
$223K -$36.4K -248 -15%
RFC
685
Regions Financial Corp
Alabama
$223K +$212K +1,444 New
RA
686
RFG Advisory
Alabama
$219K +$208K +1,421 New
WWM
687
Wolff Wiese Magana
California
$216K -$1.76K -12 -0.8%
PCM
688
Penserra Capital Management
California
$216K – – –
RMC
689
Regis Management Company
California
$216K +$205K +1,401 New
PI
690
PFG Investments
New York
$216K +$205K +1,399 New
CS
691
Comerica Securities
Michigan
$211K -$1.32K -9 -0.7%
SFG
692
SevenBridge Financial Group
Pennsylvania
$211K +$200K +1,367 New
SGA
693
Seaport Global Advisors
Massachusetts
$210K +$24.8K +169 +14%
FP
694
Financial Perspectives
Minnesota
$209K – – –
CCIA
695
Cherry Creek Investment Advisors
Colorado
$209K +$198K +1,352 New
TCOO
696
Trust Company of Oklahoma
Oklahoma
$208K +$198K +1,350 New
FNBT
697
FineMark National Bank & Trust
Florida
$208K +$198K +1,350 New
GC
698
Garde Capital
Washington
$208K +$2.93K +20 +2%
CW
699
CreativeOne Wealth
Kansas
$208K +$197K +1,346 New
MG
700
Marex Group
$207K +$197K +1,342 New
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