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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
626
Montag & Associates
Georgia
$781K – – –
PA
627
Parallel Advisors
California
$780K -$48.2K -311 -6%
SPC
628
Sigma Planning Corp
Michigan
$779K +$7.59K +49 +1%
CFB
629
Cullen/Frost Bankers
Texas
$778K -$11.6K -75 -2%
AC
630
Apella Capital
Connecticut
$776K +$27.4K +177 +4%
BHWM
631
Bar Harbor Wealth Management
New Hampshire
$767K – – –
RWP
632
RWA Wealth Partners
Massachusetts
$767K +$180K +1,159 +32%
IFG
633
Independent Financial Group
California
$746K +$245K +1,582 +51%
AFG
634
Atomi Financial Group
New York
$745K -$42.1K -272 -6%
KCM
635
Kornitzer Capital Management
Kansas
$741K -$232K -1,500 -24%
RA
636
RFG Advisory
Alabama
$741K -$606K -3,910 -46%
ATC
637
Argent Trust Co
Tennessee
$741K -$67.5K -436 -9%
LFAS
638
Level Four Advisory Services
Texas
$736K +$230K +1,487 +48%
FRA
639
Frank Rimerman Advisors
California
$736K -$78.4K -506 -10%
CS
640
Cannell & Spears
New York
$734K -$310 -2 -0%
AWM
641
Accurate Wealth Management
Florida
$734K +$695K +4,487 New
WT
642
Washington Trust
Rhode Island
$731K -$60.2K -389 -8%
NW
643
NewEdge Wealth
Pennsylvania
$731K +$123K +794 +21%
TG
644
TCW Group
California
$719K -$21.1K -136 -3%
ET
645
Entropy Technologies
New York
$715K -$5.18M -33,455 -88%
IC
646
Inscription Capital
Texas
$710K +$171K +1,103 +33%
MIP
647
Marietta Investment Partners
Wisconsin
$703K – – –
WPC
648
Wedmont Private Capital
Pennsylvania
$703K +$45.2K +292 +7%
OAM
649
Occidental Asset Management
California
$688K +$22.8K +147 +4%
IWM
650
IHT Wealth Management
Illinois
$686K -$929 -6 -0.1%
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26
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