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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
901
Williams Jones Wealth Management
New York
$3.59M +$603K +2,347 +20%
FWM
902
FSA Wealth Management
Massachusetts
$3.58M +$21.3K +83 +0.6%
FFG
903
Fortem Financial Group
California
$3.58M +$477K +1,855 +15%
CCWM
904
Cassaday & Co Wealth Management
Virginia
$3.57M +$248K +964 +7%
MMPW
905
Mitchell McLeod Pugh & Williams
Alabama
$3.53M +$78.6K +306 +2%
JMFC
906
J.M. Forbes & Co
Massachusetts
$3.52M +$34.9K +136 +1%
FA
907
Fountainhead AM
New Jersey
$3.52M +$230K +896 +7%
BSAM
908
Blue Square Asset Management
New York
$3.51M +$1.46M +5,699 +68%
RCAG
909
Rehmann Capital Advisory Group
Michigan
$3.51M +$10.3K +40 +0.3%
AWA
910
Alta Wealth Advisors
Massachusetts
$3.51M -$77.8K -303 -2%
GC
911
Garde Capital
Washington
$3.5M -$66.3K -258 -2%
PWMAG
912
Pinnacle Wealth Management Advisory Group
New Jersey
$3.46M +$22.9K +89 +0.6%
OCM
913
One Capital Management
California
$3.44M -$158K -617 -4%
BEI
914
Benjamin Edwards Inc
Missouri
$3.43M -$110K -430 -3%
AUB
915
Atlantic Union Bankshares
Virginia
$3.42M +$170K +662 +5%
TFGT
916
TS Financial Group (TSFG)
Illinois
$3.4M +$24.4K +95 +0.7%
GFA
917
Gifford Fong Associates
California
$3.4M – – –
TWM
918
TriaGen Wealth Management
California
$3.39M -$61.6K -240 -2%
LCM
919
Lazari Capital Management
California
$3.37M +$1.28K +5 +0%
1W
920
1776 Wealth
Georgia
$3.36M +$32.1K +125 +0.9%
GP
921
Girard Partners
Pennsylvania
$3.35M -$60.1K -234 -2%
SMC
922
Smith, Moore & Co
Missouri
$3.33M -$7.19K -28 -0.2%
KA
923
Kozak & Associates
Colorado
$3.31M +$2.23M +8,685 +217%
FC
924
Fulcrum Capital
Washington
$3.3M -$113K -438 -3%
IPAM
925
ICICI Prudential Asset Management
India
$3.3M -$884K -3,442 -21%
35 36
37
38 39