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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
751
JGP Wealth Management
Oregon
$436K – – –
FFA
752
Founders Financial Alliance
North Carolina
$435K -$16.8K -114 -4%
ERWM
753
Elk River Wealth Management
Colorado
$435K – – –
AWAU
754
Alliance Wealth Advisors (Utah)
Utah
$435K +$86.3K +586 +26%
AC
755
Aristeia Capital
Connecticut
$435K +$52K +353 +14%
NP
756
NorthRock Partners
Minnesota
$433K +$210K +1,424 +100%
RRA
757
Round Rock Advisors
Connecticut
$432K – – –
AAM
758
Aureus Asset Management
Massachusetts
$431K – – –
ECM
759
Evergreen Capital Management
Washington
$429K -$16.3K -111 -4%
WAP
760
Wealthcare Advisory Partners
Pennsylvania
$423K -$11.8K -80 -3%
BAAM
761
Baker Avenue Asset Management
California
$423K +$409K +2,781 New
SSCM
762
Spectrum Strategic Capital Management
Oregon
$422K – – –
PCM
763
Polymer Capital Management
New York
$421K -$87.8K -596 -18%
HWAM
764
Hennion & Walsh Asset Management
New Jersey
$418K – – –
WAM
765
Wolverine Asset Management
Illinois
$416K – – –
HFS
766
Howard Financial Services
Texas
$416K +$2.94K +20 +0.7%
FHC
767
First Horizon Corporation
Tennessee
$415K +$402K +2,733 New
SWM
768
Spire Wealth Management
Virginia
$412K -$26.8K -182 -6%
DWA
769
Douglass Winthrop Advisors
New York
$412K -$86K -584 -18%
CIEC
770
Crédit Industriel et Commercial
France
$411K -$219K -1,490 -36%
CI
771
Cigna Investments
Connecticut
$411K -$7.36K -50 -2%
DTC
772
Davidson Trust Company
Washington
$411K – – –
GIA
773
Gladstone Institutional Advisory
Florida
$404K -$5.89K -40 -1%
CT
774
Colonial Trust
South Carolina
$404K -$9.42K -64 -2%
FA
775
Fiduciary Alliance
South Carolina
$404K +$883 +6 +0.2%
29 30
31
32 33