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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
926
Schechter Investment Advisors
Michigan
$1.29M +$155K +2,227 +14%
GCM
927
Gables Capital Management
Florida
$1.28M +$32K +460 +3%
PWA
928
Providence Wealth Advisors
Illinois
$1.28M – – –
PFA
929
Professional Financial Advisors
Nebraska
$1.28M +$1.22M +17,620 New
QWM
930
Quadcap Wealth Management
Texas
$1.27M -$13.3K -191 -1%
GT
931
Greenleaf Trust
Michigan
$1.27M +$61.5K +885 +5%
HCA
932
Harbour Capital Advisors
Virginia
$1.27M +$251K +3,605 +25%
6F
933
626 Financial
Michigan
$1.26M – – –
KP
934
Keel Point
Alabama
$1.25M +$564K +8,115 +86%
MS
935
Mizuho Securities
Japan
$1.25M +$986K +14,180 +479%
MHC
936
Meyer Handelman Company
New York
$1.24M +$132K +1,900 +13%
SFA
937
Souders Financial Advisors
Ohio
$1.24M +$445K +6,396 +60%
SPA
938
Sherbrooke Park Advisers
New York
$1.22M +$380K +5,461 +48%
CWM
939
Congress Wealth Management
Massachusetts
$1.22M -$93.6K -1,346 -7%
KA
940
Kintegral Advisory
New York
$1.22M +$278K +3,995 +31%
BHBT
941
Burke & Herbert Bank & Trust
Virginia
$1.21M -$69.5K -1,000 -6%
BP
942
Ballentine Partners
Massachusetts
$1.21M -$34.9K -502 -3%
CFGS
943
Concourse Financial Group Securities
Alabama
$1.2M +$297K +4,276 +35%
IAS
944
Insigneo Advisory Services
Florida
$1.19M -$71.9K -1,034 -5%
LJAC
945
L.J. Altfest & Co
New York
$1.19M +$389K +5,599 +52%
JWM
946
Jeppson Wealth Management
California
$1.19M -$2.78K -40 -0.2%
CCM
947
Coldstream Capital Management
Washington
$1.18M +$85.8K +1,235 +8%
EI
948
Ellevest Inc
New York
$1.18M +$34.5K +497 +3%
BAM
949
Blueshift Asset Management
New Jersey
$1.18M +$625K +8,987 +125%
MNBTD
950
Moody National Bank Trust Division
Texas
$1.17M +$16.9K +243 +2%
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