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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
StoneCrest Wealth Management
Arizona
$297K – – –
BCM
827
Brookstone Capital Management
Illinois
$297K +$31.2K +234 +12%
LWL
828
Leo Wealth LLC
Texas
$296K +$23.6K +177 +9%
LBC
829
Lowe Brockenbrough & Co
Virginia
$296K -$134K -1,000 -32%
SWA
830
SOA Wealth Advisors
New York
$295K +$1.07K +8 +0.4%
PFA
831
Pathway Financial Advisers
Indiana
$295K – – –
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$295K – – –
PWP
833
Principle Wealth Partners
Connecticut
$294K – – –
NAS
834
Nicolet Advisory Services
Wisconsin
$293K -$5.61K -42 -2%
PRC
835
Pearl River Capital
Michigan
$292K +$281K +2,104 New
DWAM
836
Duncan Williams Asset Management
Tennessee
$291K +$280K +2,100 New
PCA
837
Prosperity Capital Advisors
Ohio
$291K +$280K +2,099 New
HW
838
Hancock Whitney
Mississippi
$291K -$18.3K -137 -6%
FPCP
839
Fort Point Capital Partners
California
$290K – – –
TPCW
840
TD Private Client Wealth
New York
$289K -$18.8K -141 -6%
WA
841
WealthTrust Axiom
Pennsylvania
$288K -$26.7K -200 -9%
MC
842
Machina Capital
France
$288K +$277K +2,076 New
WA
843
Waddell & Associates
Tennessee
$288K +$134 +1 +0%
SCA
844
Sandy Cove Advisors
Massachusetts
$286K +$51.1K +383 +23%
CIC
845
Carnegie Investment Counsel
Ohio
$286K -$35.7K -267 -11%
ACA
846
Aptus Capital Advisors
Alabama
$286K +$276K +2,064 New
FNFDCM
847
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$286K – – –
CA
848
Carson Advisory
Georgia
$285K – – –
GAG
849
GM Advisory Group
New York
$285K +$1.33K +10 +0.5%
PWM
850
Palumbo Wealth Management
New York
$284K +$935 +7 +0.3%
32 33
34
35 36