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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
826
Harbor Investment Advisory
Maryland
$269K -$23.7K -140 -9%
KWM
827
Kingsview Wealth Management
Oregon
$269K +$229K +1,352 New
HAG
828
HighPoint Advisor Group
Illinois
$268K +$286K +1,694 New
SCA
829
Stonebridge Capital Advisors
Minnesota
$264K -$6.26K -37 -3%
EWM
830
Evercore Wealth Management
New York
$264K – – –
TCOO
831
Trust Company of Oklahoma
Oklahoma
$264K – – –
EPA
832
Element Pointe Advisors
Florida
$263K – – –
DAS
833
Dynamic Advisor Solutions
Arizona
$262K -$23.2K -137 -9%
PIA
834
Powell Investment Advisors
Florida
$260K +$221K +1,308 New
PCP
835
Proficio Capital Partners
Massachusetts
$259K -$80.7K -477 -27%
BFS
836
Bard Financial Services
Connecticut
$259K -$16.9K -100 -7%
FCM
837
Fourpath Capital Management
Oklahoma
$259K -$5.41K -32 -2%
OAM
838
Ostrum Asset Management
France
$258K -$106K -626 -33%
AF
839
Alerus Financial
North Dakota
$255K +$216K +1,279 New
MGIA
840
Moneta Group Investment Advisors
Missouri
$253K +$215K +1,269 New
WPC
841
Wedmont Private Capital
Pennsylvania
$249K +$215K +1,270 New
OWA
842
Octavia Wealth Advisors
Ohio
$249K +$212K +1,252 New
AWM
843
Avitas Wealth Management
California
$248K +$211K +1,245 New
MWM
844
Moran Wealth Management
Florida
$241K +$205K +1,211 New
GM
845
GeoWealth Management
Illinois
$240K +$204K +1,209 New
AWM
846
Aviso Wealth Management
Washington
$238K +$202K +1,195 New
BIG
847
Brooklyn Investment Group
New York
$237K +$201K +1,189 New
PWM
848
Power Wealth Management
Georgia
$235K +$200K +1,182 New
FWM
849
Forza Wealth Management
Florida
$234K +$199K +1,177 New
ZB
850
Zions Bancorporation
Utah
$233K +$507 +3 +0.3%
32 33
34
35 36