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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
726
Glenview Trust
Kentucky
$2.5M +$204K +10,252 +10%
NLP
727
Next Level Private
New York
$2.5M +$167K +8,402 +8%
VCP
728
Verus Capital Partners
Arizona
$2.49M -$35.9K -1,805 -2%
CA
729
Carson Advisory
Georgia
$2.48M -$274K -13,763 -11%
SWM
730
SeaCrest Wealth Management
New York
$2.48M -$120K -6,027 -5%
FFM
731
Forum Financial Management
Illinois
$2.47M +$47.6K +2,391 +2%
FTF
732
Freedom Together Foundation
New York
$2.46M -$3.36M -169,000 -60%
WAM
733
Weatherly Asset Management
California
$2.44M -$118K -5,937 -5%
SSWM
734
Smith Salley Wealth Management
North Carolina
$2.44M +$75.3K +3,786 +4%
BCWM
735
Bartlett & Co Wealth Management
Ohio
$2.43M +$18.9K +949 +0.9%
VIM
736
VELA Investment Management
Ohio
$2.43M +$80 +4 +0%
IIC
737
Ironwood Investment Counsel
Arizona
$2.43M -$338K -17,001 -13%
WWM
738
Western Wealth Management
Colorado
$2.41M +$272K +13,663 +14%
FFA
739
Farther Finance Advisors
California
$2.41M +$583K +29,292 +37%
NL
740
NWAM LLC
Washington
$2.4M +$953K +47,873 +78%
WANY
741
Wealthspire Advisors (New York)
New York
$2.4M +$14.4K +722 +0.7%
ECM
742
Evergreen Capital Management
Washington
$2.39M -$20.3K -1,019 -0.9%
SAM
743
Synergy Asset Management
Washington
$2.39M +$2.16M +108,515 New
OPA
744
Old Port Advisors
Maine
$2.38M -$65.2K -3,276 -3%
ACA
745
Aptus Capital Advisors
Alabama
$2.38M +$307K +15,415 +17%
PWM
746
Perigon Wealth Management
California
$2.37M -$195K -9,800 -8%
QPBE
747
Quintet Private Bank (Europe)
Luxembourg
$2.36M +$287K +14,406 +15%
CA
748
Corrado Advisors
New Jersey
$2.36M -$135K -6,766 -6%
RG
749
Rathbones Group
United Kingdom
$2.35M -$598K -30,066 -22%
TCOV
750
Trust Company of Vermont
Vermont
$2.34M -$38.8K -1,950 -2%
28 29
30
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