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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
826
Mirabella Financial Services
United Kingdom
$271K +$230K +1,362 New
HIA
827
Harbor Investment Advisory
Maryland
$269K -$23.7K -140 -9%
KWM
828
Kingsview Wealth Management
Oregon
$269K +$229K +1,352 New
HAG
829
HighPoint Advisor Group
Illinois
$268K +$286K +1,694 New
SCA
830
Stonebridge Capital Advisors
Minnesota
$264K -$6.26K -37 -3%
EWM
831
Evercore Wealth Management
New York
$264K – – –
TCOO
832
Trust Company of Oklahoma
Oklahoma
$264K – – –
EPA
833
Element Pointe Advisors
Florida
$263K – – –
DAS
834
Dynamic Advisor Solutions
Arizona
$262K -$23.2K -137 -9%
PIA
835
Powell Investment Advisors
Florida
$260K +$221K +1,308 New
PCP
836
Proficio Capital Partners
Massachusetts
$259K -$80.7K -477 -27%
BFS
837
Bard Financial Services
Connecticut
$259K -$16.9K -100 -7%
FCM
838
Fourpath Capital Management
Oklahoma
$259K -$5.41K -32 -2%
OAM
839
Ostrum Asset Management
France
$258K -$106K -626 -33%
AF
840
Alerus Financial
North Dakota
$255K +$216K +1,279 New
MGIA
841
Moneta Group Investment Advisors
Missouri
$253K +$215K +1,269 New
WPC
842
Wedmont Private Capital
Pennsylvania
$249K +$215K +1,270 New
OWA
843
Octavia Wealth Advisors
Ohio
$249K +$212K +1,252 New
AWM
844
Avitas Wealth Management
California
$248K +$211K +1,245 New
MWM
845
Moran Wealth Management
Florida
$241K +$205K +1,211 New
GM
846
GeoWealth Management
Illinois
$240K +$204K +1,209 New
AWM
847
Aviso Wealth Management
Washington
$238K +$202K +1,195 New
BIG
848
Brooklyn Investment Group
New York
$237K +$201K +1,189 New
PWM
849
Power Wealth Management
Georgia
$235K +$200K +1,182 New
FWM
850
Forza Wealth Management
Florida
$234K +$199K +1,177 New
32 33
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