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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Circle Wealth Management
New Jersey
$10.1M -$743K -2,310 -8%
KIA
777
Knollwood Investment Advisory
Maryland
$10M – – –
MNBTD
778
Moody National Bank Trust Division
Texas
$9.99M -$84.6K -263 -1%
LSAG
779
Lake Street Advisors Group
New Hampshire
$9.97M +$1.01M +3,130 +15%
WC
780
Wynn Capital
Georgia
$9.96M +$19.3K +60 +0.2%
PFA
781
Pure Financial Advisors
California
$9.92M +$193K +599 +3%
WIA
782
World Investment Advisors
California
$9.91M +$1.07M +3,319 +16%
JSL
783
JT Stratford LLC
Georgia
$9.87M +$753K +2,341 +11%
IIA
784
IPG Investment Advisors
California
$9.87M +$785K +2,439 +11%
DWM
785
Diversify Wealth Management
Utah
$9.85M +$281K +872 +4%
FCM
786
Fortis Capital Management
Washington
$9.77M +$1.03M +3,187 +15%
CFP
787
Cascade Financial Partners
California
$9.74M -$245K -760 -3%
GCA
788
Gradient Capital Advisors
California
$9.7M +$112K +347 +1%
DPL
789
Danica Pension Livsforsikrings
$9.69M +$7.72M +24,000 New
AAS
790
AdviceOne Advisory Services
Connecticut
$9.65M +$7.69M +23,889 New
MCG
791
McCollum Christoferson Group
New York
$9.64M +$161K +500 +2%
CA
792
Commerzbank Aktiengesellschaft
Germany
$9.62M +$444K +1,379 +6%
TI
793
TTP Investments
California
$9.61M -$659K -2,048 -8%
AIA
794
AssuredPartners Investment Advisors
Florida
$9.61M +$7.65M +23,789 New
FFG
795
Fortem Financial Group
California
$9.6M +$231K +718 +3%
MAM
796
Mark Asset Management
New York
$9.54M -$14.2M -44,055 -65%
CAMG
797
CWA Asset Management Group
Florida
$9.49M +$134K +417 +2%
MA
798
McBroom & Associates
Nevada
$9.45M -$141K -439 -2%
CIAM
799
Caitong International Asset Management
Hong Kong
$9.42M +$7.5M +23,314 New
GLA
800
Great Lakes Advisors
Illinois
$9.36M +$374K +1,162 +5%
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