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Name Holding Trade Value Shares
Change 		Change in
Stake
XS
1051
XR Securities
Illinois
$3.07M +$145K +635 +6%
BFA
1052
Brendel Financial Advisors
New Hampshire
$3.07M +$15.5K +68 +0.6%
CPA
1053
Cardiff Park Advisors
California
$3.05M -$790K -3,462 -23%
LWM
1054
Laidlaw Wealth Management
New York
$3.03M -$107K -468 -4%
UAS
1055
United Asset Strategies
New York
$3.03M +$807K +3,539 +44%
GI
1056
Gradient Investments
Minnesota
$3.03M +$600K +2,631 +29%
FNBT
1057
FineMark National Bank & Trust
Florida
$3.02M -$90.5K -397 -3%
APWA
1058
Atlas Private Wealth Advisors
New Jersey
$3.01M -$192K -842 -7%
PTP
1059
Platform Technology Partners
New York
$2.98M -$26.5K -116 -1%
ZIG
1060
Zuckerman Investment Group
Illinois
$2.98M +$117K +514 +5%
SSWM
1061
Strait & Sound Wealth Management
California
$2.98M -$21.7K -95 -0.8%
WWM
1062
WT Wealth Management
Arizona
$2.97M -$1.53M -6,715 -33%
MG
1063
Mather Group
Illinois
$2.96M -$6.88M -30,174 -73%
RWM
1064
Rockline Wealth Management
New York
$2.96M +$414K +1,816 +19%
MRG
1065
Milestone Resources Group
British Virgin Islands
$2.96M – – –
AM
1066
AGF Management
Ontario, Canada
$2.96M +$801K +3,514 +45%
HCM
1067
Helios Capital Management
Singapore
$2.96M – – –
SA
1068
Strategic Advocates
Utah
$2.95M +$1.06M +4,669 +70%
SWA
1069
SFMG Wealth Advisors
Texas
$2.94M -$151K -663 -6%
B
1070
Bensler
Washington
$2.94M +$64.8K +284 +3%
QC
1071
Quent Capital
New York
$2.94M -$53.6K -235 -2%
LFS
1072
Leibman Financial Services
Nebraska
$2.94M +$2.56M +11,230 New
LWA
1073
Lineweaver Wealth Advisors
Ohio
$2.93M +$108K +472 +4%
LCM
1074
Lazari Capital Management
California
$2.93M +$44K +193 +2%
CIS
1075
Continental Investors Services
Washington
$2.91M +$11.2K +49 +0.4%
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