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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
751
Pursue Wealth Partners
California
$4.98M +$913K +4,568 +32%
SA
752
Strategic Advisors
New York
$4.97M +$658K +3,293 +21%
DAM
753
Derbend Asset Management
Georgia
$4.92M +$4.4K +22 +0.1%
JFG
754
Jefferies Financial Group
New York
$4.92M +$2.44M +12,216 +186%
VCM
755
Verde Capital Management
Michigan
$4.91M +$62K +310 +2%
BCPWM
756
Bradley & Co Private Wealth Management
Florida
$4.91M -$266K -1,329 -7%
ACM
757
Alcosta Capital Management
California
$4.86M -$8.8K -44 -0.2%
VCM
758
Viewpoint Capital Management
Washington
$4.84M +$12.2K +61 +0.3%
BCM
759
Bienville Capital Management
New York
$4.81M – – –
PIA
760
Perennial Investment Advisors
California
$4.81M +$92.4K +462 +3%
RCG
761
Regatta Capital Group
California
$4.8M -$616K -3,080 -14%
DC
762
DeDora Capital
California
$4.8M +$505K +2,523 +16%
LWM
763
Liberty Wealth Management
California
$4.8M -$42.4K -212 -1%
HHAM
764
HITE Hedge Asset Management
Massachusetts
$4.79M +$3.66M +18,292 New
AIS
765
American Investment Services
Massachusetts
$4.78M +$58K +290 +2%
PL
766
Plancorp LLC
Missouri
$4.76M -$70.8K -354 -2%
PFU
767
Parus Finance (UK)
United Kingdom
$4.75M -$164K -819 -4%
AWA
768
Arkadios Wealth Advisors
Georgia
$4.75M +$31.8K +159 +0.9%
NEI
769
Northwest & Ethical Investments
Ontario, Canada
$4.75M -$981K -4,906 -21%
TCOV
770
Trust Company of Vermont
Vermont
$4.75M +$352K +1,761 +11%
MCM
771
Mitchell Capital Management
Kansas
$4.73M +$8.2K +41 +0.2%
FFM
772
Forum Financial Management
Illinois
$4.71M +$357K +1,783 +11%
CFGS
773
Concourse Financial Group Securities
Alabama
$4.61M +$31.4K +157 +0.9%
KJWM
774
Kiley Juergens Wealth Management
Washington
$4.61M -$5K -25 -0.1%
CSCSIM
775
Clear Sky Carbon Solutions Investment Management
Texas
$4.58M +$3.5M +17,500 New
29 30
31
32 33