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Name Holding Trade Value Shares
Change
Change in
Stake
AW
501
ACG Wealth
Georgia
$85K +$92.2K +1,647 New
CJL
502
Cyrus J. Lawrence
New York
$84K – – –
BONH
503
Bank of New Hampshire
New Hampshire
$79K – – –
EIP
504
Ellis Investment Partners
Pennsylvania
$78K +$616 +11 +0.7%
M
505
MOTCO
Texas
$77K -$6.94K -124 -8%
WOSD
506
WFA of San Diego
California
$76K +$82.3K +1,470 New
National Bank of Canada
507
National Bank of Canada
Quebec, Canada
$73K -$2.36M -42,198 -97%
First Manhattan
508
First Manhattan
New York
$72K – – –
HIA
509
Harbor Investment Advisory
Maryland
$72K – – –
VVP
510
Venture Visionary Partners
Ohio
$71.6K +$77.9K +1,392 New
Capstone Investment Advisors
511
Capstone Investment Advisors
New York
$70K -$111K -1,980 -59%
MWA
512
Moser Wealth Advisors
Washington
$67K – – –
GRP
513
Global Retirement Partners
California
$62K -$392 -7 -0.6%
BFEC
514
Benjamin F. Edwards & Company
Missouri
$60K – – –
AF
515
Advisornet Financial
Minnesota
$60K +$952 +17 +1%
AW
516
Avion Wealth
Texas
$59K +$56K +1,000 +649%
Jones Financial Companies
517
Jones Financial Companies
Missouri
$58K -$57.7K -1,031 -48%
EW
518
Evoke Wealth
California
$58K +$224 +4 +0.4%
CFO
519
CVA Family Office
Colorado
$56K -$1.12K -20 -2%
SPIA
520
Steward Partners Investment Advisory
New York
$56K +$168 +3 +0.3%
HWMA
521
Heritage Wealth Management (Arizona)
Arizona
$53.1K – – –
FHA
522
First Horizon Advisors
Tennessee
$53K +$13.2K +235 +30%
LCM
523
Logan Capital Management
Pennsylvania
$51K – – –
AF
524
Allworth Financial
California
$49K -$21.3K -380 -28%
HNB
525
Huntington National Bank
Ohio
$48K +$22.3K +399 +74%