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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
726
SteelPeak Wealth
California
$518K +$92.8K +1,776 +21%
B
727
Bellecapital
Switzerland
$514K +$15.2K +291 +3%
KFP
728
KB Financial Partners
New Jersey
$511K +$315K +6,028 +145%
AWA
729
Artemis Wealth Advisors
New York
$501K – – –
CI
730
Clal Insurance
Israel
$501K +$52.2K +1,000 +11%
PFS
731
Prospera Financial Services
Texas
$497K +$5.28K +101 +1%
CPC
732
Cookson Peirce & Co
Pennsylvania
$492K -$47K -900 -8%
AWA
733
Arete Wealth Advisors
Illinois
$492K +$518K +9,922 New
OL
734
Optas LLC
Texas
$490K +$2.4K +46 +0.5%
SIC
735
Samalin Investment Counsel
New York
$482K -$5.38K -103 -1%
TMC
736
Trellus Management Company
Florida
$479K – – –
FFS
737
Founders Financial Securities
Maryland
$477K +$25.5K +488 +5%
BHBT
738
Burke & Herbert Bank & Trust
Virginia
$471K – – –
JPLA
739
Joseph P. Lucia & Associates
New York
$471K – – –
NFG
740
Next Financial Group
Texas
$463K -$195K -3,740 -29%
WCG
741
Weaver Consulting Group
California
$460K +$26.1K +500 +6%
EL
742
EMFO LLC
Florida
$460K +$480K +9,186 New
GW
743
GW & Wade
Massachusetts
$457K +$18.4K +352 +4%
WA
744
Wealth Alliance
New York
$456K +$10.3K +197 +2%
CIS
745
Capital International Sarl
California
$455K -$62.9K -1,205 -12%
FHB
746
First Hawaiian Bank
Hawaii
$454K +$138K +2,644 +41%
FA
747
FDx Advisors
Illinois
$451K -$780K -14,941 -62%
WSCM
748
Wellington Shields Capital Management
New York
$450K +$469K +8,982 New
GBA
749
Garrison Bradford & Associates
New York
$449K +$20.9K +400 +5%
BU
750
BBVA USA
Alabama
$447K +$465K +8,910 New
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