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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
551
Montag & Associates
Georgia
$697K – – –
AWM
552
Axxcess Wealth Management
California
$696K +$3.46K +26 +0.5%
JIC
553
Joel Isaacson & Co
New York
$688K +$13.3K +100 +2%
GPA
554
Garrison Point Advisors
California
$685K – – –
SAM
555
Shell Asset Management
Netherlands
$682K +$649K +4,884 New
ACIM
556
Azimuth Capital Investment Management
Michigan
$682K +$2.26K +17 +0.3%
PA
557
Parallel Advisors
California
$679K -$44.5K -335 -6%
IF
558
Ironwood Financial
Arizona
$678K -$14.1K -106 -2%
TAM
559
Taurus Asset Management
New York
$671K – – –
LFG
560
Larson Financial Group
Missouri
$668K +$194K +1,458 +44%
CCG
561
Cypress Capital Group
Florida
$667K +$5.05K +38 +0.8%
PCS
562
Personal CFO Solutions
New Jersey
$666K +$238K +1,792 +60%
SWM
563
Spire Wealth Management
Virginia
$663K +$63.3K +476 +11%
PS
564
Principal Securities
Iowa
$661K +$69.5K +523 +12%
MM
565
MQS Management
New York
$656K +$625K +4,698 New
PTC
566
Private Trust Company
Ohio
$656K -$618K -4,651 -50%
ECM
567
ExodusPoint Capital Management
New York
$651K +$620K +4,662 New
HGERS
568
Householder Group Estate & Retirement Specialist
Arizona
$648K – – –
FFA
569
First Foundation Advisors
California
$645K -$117K -880 -16%
AIM
570
Alhambra Investment Management
Florida
$641K – – –
CS
571
Cannell & Spears
New York
$637K +$199K +1,500 +49%
RZH
572
Relyea Zuckerberg Hanson
Connecticut
$636K -$150K -1,129 -20%
RMDI
573
R.M. Davis Inc
Maine
$635K -$6.91K -52 -1%
CPC
574
Congress Park Capital
New York
$634K -$798 -6 -0.1%
ETC
575
Exchange Traded Concepts
Oklahoma
$633K -$300K -2,257 -33%
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