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Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
1676
Douglas Lane & Associates
New York
$848K -$43.3K -999 -5%
BWP
1677
BSW Wealth Partners
Colorado
$848K +$27.6K +637 +3%
WJWM
1678
Williams Jones Wealth Management
New York
$848K +$40.6K +938 +5%
CAMG
1679
CWA Asset Management Group
Florida
$847K +$41.6K +961 +5%
MDA
1680
Minot DeBlois Advisors
Massachusetts
$846K -$15.3K -353 -2%
OA
1681
Operose Advisors
Wisconsin
$846K +$13K +300 +2%
RIP
1682
Reliant Investment Partners
North Carolina
$845K +$43 +1 +0%
TAM
1683
Trillium Asset Management
Massachusetts
$845K -$57.1K -1,318 -6%
PWM
1684
Proathlete Wealth Management
Florida
$843K +$8.23K +190 +1%
CPWA
1685
Cerro Pacific Wealth Advisors
California
$843K +$5.85K +135 +0.7%
NFSG
1686
Newbridge Financial Services Group
Florida
$842K +$49K +1,132 +6%
EA
1687
Everpar Advisors
Oklahoma
$842K -$25.9K -597 -3%
LI
1688
LRI Investments
Florida
$839K -$4.29K -99 -0.5%
SFS
1689
Solitude Financial Services
Virginia
$837K -$95.3K -2,200 -10%
CWS
1690
Cypress Wealth Services
California
$837K -$15.3K -353 -2%
FWP
1691
FAS Wealth Partners
Kansas
$837K -$46.6K -1,077 -5%
OFS
1692
OneAscent Financial Services
Alabama
$836K +$170K +3,924 +26%
EI
1693
Ellevest Inc
New York
$836K -$31.5K -727 -4%
CAM
1694
Councilmark Asset Management
Tennessee
$835K +$5.98K +138 +0.7%
SDH
1695
Sloy Dahl & Holst
Washington
$832K +$1.69K +39 +0.2%
SC
1696
Syon Capital
California
$832K +$17.2K +398 +2%
MFS
1697
Miller Financial Services
Michigan
$832K -$34.4K -795 -4%
RPCONE
1698
Retirement Planning Company of New England
Rhode Island
$831K +$2.34K +54 +0.3%
VCS
1699
Vaughan & Co Securities
New Jersey
$830K -$11.6K -268 -1%
FA
1700
Financial Advisors
Massachusetts
$829K +$736 +17 +0.1%
66 67
68
69 70