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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
776
Hohimer Wealth Management
Washington
$229K – – –
WA
777
Wealth Alliance
New York
$229K +$238K +1,919 New
BIM
778
Baldwin Investment Management
Pennsylvania
$228K – – –
IWA
779
Icon Wealth Advisors
Texas
$228K +$236K +1,905 New
EWM
780
Evercore Wealth Management
New York
$227K -$17K -137 -7%
VFA
781
Valeo Financial Advisors
Indiana
$226K +$4.09K +33 +2%
SF
782
Summit Financial
New Jersey
$225K -$487K -3,933 -68%
AWM
783
Atticus Wealth Management
Florida
$224K +$124 +1 +0.1%
CIS
784
Continental Investors Services
Washington
$223K +$744 +6 +0.3%
CCA
785
Checchi Capital Advisers
California
$223K +$7.06K +57 +3%
PWM
786
Perigon Wealth Management
California
$222K +$867 +7 +0.4%
DWA
787
Douglass Winthrop Advisors
New York
$221K -$4.34K -35 -2%
FAG
788
Fortitude Advisory Group
Washington
$221K +$2.48K +20 +1%
KMWM
789
Keudell/Morrison Wealth Management
Oregon
$220K +$229K +1,845 New
MIM
790
Moseley Investment Management
Florida
$220K +$2.6K +21 +1%
SFA
791
Seneca Financial Advisors
New York
$218K – – –
AG
792
AIA Group
Hong Kong
$217K -$24.7K -199 -10%
FFA
793
Farther Finance Advisors
California
$215K +$51.9K +419 +30%
GAM
794
Griffin Asset Management
New York
$215K – – –
JLBC
795
J.L. Bainbridge & Co
Florida
$215K – – –
AA
796
Advisory Alpha
Michigan
$214K -$1.36K -11 -0.6%
WC
797
Weil Company
California
$213K – – –
MW
798
Marcum Wealth
Ohio
$211K +$1.98K +16 +0.9%
MLL
799
Moody Lynn & Lieberson
Massachusetts
$211K +$219K +1,765 New
AAG
800
Armstrong Advisory Group
Massachusetts
$211K – – –
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