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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
651
Wealth Alliance
New York
$751K +$9.71K +44 +1%
SLI
652
Sumitomo Life Insurance
Japan
$750K +$31.1K +141 +4%
MOS
653
MGO One Seven
Ohio
$748K -$218K -987 -22%
SS
654
Sunbelt Securities
Texas
$746K +$545K +2,469 +224%
AG
655
Algert Global
California
$738K +$578K +2,620 +288%
EWA
656
EverSource Wealth Advisors
Alabama
$737K +$254K +1,152 +49%
EWM
657
Evercore Wealth Management
New York
$734K – – –
BHC
658
Bull Harbor Capital
Maryland
$732K +$772K +3,500 New
KSB
659
Kennebec Savings Bank
Maine
$722K +$12.8K +58 +2%
WANY
660
Wealthspire Advisors (New York)
New York
$722K +$235K +1,066 +45%
VFA
661
Valeo Financial Advisors
Indiana
$719K -$265K -1,201 -26%
FAFN
662
First Affirmative Financial Network
Colorado
$713K +$753K +3,411 New
DS
663
DRW Securities
Illinois
$708K +$541K +2,450 +262%
YP
664
YANKCOM Partnership
South Dakota
$701K +$37.1K +168 +5%
1M
665
1248 Management
Missouri
$700K – – –
TAM
666
Trust Asset Management
Texas
$697K – – –
CIS
667
Capital International Sarl
California
$697K +$179K +813 +32%
GCP
668
GSA Capital Partners
United Kingdom
$693K +$377K +1,707 +106%
QWM
669
Quadcap Wealth Management
Texas
$692K -$10.8K -49 -1%
PCA
670
Pallas Capital Advisors
Massachusetts
$686K -$441 -2 -0.1%
SWP
671
Sagespring Wealth Partners
Tennessee
$685K -$38.4K -174 -5%
TCIIS
672
TIAA-CREF Individual & Institutional Services
New York
$680K +$718K +3,254 New
JSAM
673
J. Safra Asset Management
New York
$678K +$1.54K +7 +0.2%
FDCP
674
Foster Dykema Cabot & Partners
Massachusetts
$676K – – –
LCGC
675
Legacy Capital Group California
California
$675K -$103K -465 -13%
25 26
27
28 29