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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
776
Sagespring Wealth Partners
Tennessee
$476K -$33.7K -182 -5%
PCIA
777
Prime Capital Investment Advisors
Kansas
$475K -$1.55M -8,394 -73%
BHPW
778
Beverly Hills Private Wealth
California
$473K +$8.51K +46 +1%
BCB
779
Brian C. Broderick
$473K – – –
MYAM
780
Meiji Yasuda Asset Management
Japan
$473K +$40K +216 +7%
BP
781
Ballentine Partners
Massachusetts
$470K -$925 -5 -0.2%
AA
782
Ancora Advisors
Ohio
$469K -$2.78K -15 -0.5%
VA
783
VestGen Advisors
Illinois
$469K +$362K +1,957 +173%
KCP
784
Kera Capital Partners
California
$468K +$43.3K +234 +8%
DP
785
DDD Partners
Washington
$457K -$226K -1,219 -29%
AGWCA
786
Annis Gardner Whiting Capital Advisors
Florida
$453K – – –
AAIM
787
American Assets Investment Management
California
$452K – – –
SMH
788
Sanders Morris Harris
Texas
$452K +$555K +3,000 New
BHA
789
Beech Hill Advisors
New York
$445K +$546K +2,950 New
CGH
790
Crossmark Global Holdings
Texas
$439K +$9.99K +54 +2%
HPWM
791
High Point Wealth Management
New Jersey
$437K -$9.25K -50 -2%
OIA
792
OneDigital Investment Advisors
Kansas
$435K +$5K +27 +0.9%
EFG
793
Everhart Financial Group
Ohio
$435K +$87.2K +471 +20%
AFW
794
Avantra Family Wealth
Pennsylvania
$434K +$532K +2,876 New
AF
795
Arrow Financial
New York
$432K -$7.77K -42 -1%
AFGAS
796
Allegiance Financial Group Advisory Services
Virginia
$431K +$25.5K +138 +5%
IP
797
Ignite Planners
California
$430K -$5.55K -30 -1%
NRG
798
Nemes Rush Group
Michigan
$420K +$1.48K +8 +0.3%
AS
799
Altshuler Shaham
Israel
$418K -$494K -2,671 -49%
MNBTD
800
Moody National Bank Trust Division
Texas
$416K +$16.8K +91 +3%
30 31
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