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Name Holding Trade Value Shares
Change 		Change in
Stake
CJL
1626
Cyrus J. Lawrence
New York
$801K +$185 +5 +0.2%
GI
1627
Gradient Investments
Minnesota
$801K -$52.4K -1,416 -6%
GIA
1628
GHP Investment Advisors
Colorado
$800K -$4.32M -116,782 -83%
RB
1629
Renasant Bank
Mississippi
$800K +$102K +2,766 +15%
BOPW
1630
Brandywine Oak Private Wealth
Pennsylvania
$794K -$65.3K -1,763 -8%
PWP
1631
Phillips Wealth Planners
Mississippi
$793K -$43.6K -1,179 -5%
BIA
1632
Bigelow Investment Advisors
Maine
$793K -$18.5K -501 -2%
PP
1633
Paloma Partners
Connecticut
$792K +$789K +21,309 New
MCM
1634
Mork Capital Management
California
$792K – – –
GC
1635
Gilbert & Cook
Iowa
$792K +$49.7K +1,342 +7%
BAM
1636
Brave Asset Management
New Jersey
$792K +$309K +8,345 +64%
RFA
1637
Register Financial Advisors
Georgia
$792K +$166K +4,474 +27%
WP
1638
Wedgewood Partners
Missouri
$791K +$4.26K +115 +0.5%
BFA
1639
Beacon Financial Advisory
Ohio
$790K +$84.1K +2,271 +12%
GA
1640
Geller Advisors
New York
$788K +$283K +7,651 +57%
SFP
1641
Sandbox Financial Partners
Maryland
$787K -$149K -4,022 -16%
CAC
1642
Certified Advisory Corp
Florida
$787K +$21.7K +585 +3%
BP
1643
Ballentine Partners
Massachusetts
$782K -$523K -14,133 -40%
TCBWMS
1644
Texas Capital Bank Wealth Management Services
Texas
$778K -$1.67K -45 -0.2%
MCAI
1645
Members Capital Advisors Inc
Wisconsin
$777K -$393K -10,627 -34%
DCM
1646
DGS Capital Management
New Jersey
$776K +$3.63K +98 +0.5%
PWAM
1647
Pinnacle West Asset Management
Wyoming
$774K -$7.4K -200 -1%
DSC
1648
Duncker Streett & Co
Missouri
$771K -$331K -8,946 -30%
AF
1649
Aldebaran Financial
$770K -$138K -3,718 -15%
TF
1650
Trek Financial
Arizona
$770K +$30.5K +823 +4%
64 65
66
67 68