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Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
826
Pine Harbor Wealth Management
Maryland
$220K +$206K +1,701 New
MSF
827
Mustard Seed Financial
Arkansas
$218K +$606 +5 +0.3%
LIM
828
Leavell Investment Management
Alabama
$218K – – –
PHK
829
Point72 Hong Kong
Hong Kong
$218K +$204K +1,683 New
CPIG
830
Chicago Partners Investment Group
Illinois
$217K +$200K +1,648 New
OF
831
Optimize Financial
California
$216K -$1.45K -12 -0.7%
NA
832
Navellier & Associates
Nevada
$216K +$606 +5 +0.3%
ST
833
Spinnaker Trust
Maine
$213K +$200K +1,650 New
CCM
834
Canal Capital Management
Virginia
$213K +$200K +1,649 New
GRP
835
Global Retirement Partners
California
$213K +$199K +1,643 New
EWM
836
Evercore Wealth Management
New York
$212K -$31.6K -261 -14%
IAS
837
Insigneo Advisory Services
Florida
$212K +$198K +1,638 New
KWM
838
Kingsview Wealth Management
Oregon
$211K +$198K +1,632 New
BCG
839
Breakwater Capital Group
New Jersey
$209K +$196K +1,616 New
EM
840
Excalibur Management
Massachusetts
$208K +$195K +1,608 New
SMWM
841
Silvia McColl Wealth Management
California
$207K +$194K +1,600 New
SCI
842
S&CO Inc
Massachusetts
$206K +$194K +1,600 New
TC
843
TownSquare Capital
Utah
$206K -$1.14M -9,443 -86%
WJWM
844
Williams Jones Wealth Management
New York
$205K +$192K +1,582 New
FCG
845
Fielder Capital Group
Tennessee
$204K +$191K +1,579 New
PCIA
846
Prime Capital Investment Advisors
Kansas
$203K -$348K -2,873 -65%
MCA
847
Magnolia Capital Advisors
Mississippi
$202K +$189K +1,558 New
WIA
848
Westbourne Investment Advisors
Maryland
$201K +$188K +1,555 New
AA
849
Advisory Alpha
Michigan
$201K -$28.9K -239 -13%
GAM
850
Griffin Asset Management
New York
$201K -$30K -248 -14%
32 33
34
35 36