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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
451
CIBC World Markets
New York
$991K -$1.75M -5,240 -67%
PWM
452
Perigon Wealth Management
California
$987K -$54.3K -163 -6%
AFA
453
Abacus FCF Advisors
Florida
$978K -$62.3K -187 -7%
RA
454
Resolute Advisors
California
$968K – – –
FMLI
455
Fukoku Mutual Life Insurance
Japan
$968K +$599K +1,800 +257%
CCM
456
Covington Capital Management
California
$950K -$1.26M -3,770 -61%
LNC
457
Lincoln National Corp
Pennsylvania
$950K +$360K +1,081 +79%
CA
458
Cetera Advisors
Colorado
$947K -$208K -625 -20%
PFO
459
Pathstone Family Office
New Jersey
$946K +$143K +429 +21%
DAS
460
Dynamic Advisor Solutions
Arizona
$938K +$55.6K +167 +7%
AIL
461
AGF Investments LLC
Ontario, Canada
$932K +$117K +350 +17%
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$924K -$46.3K -139 -6%
DSAM
463
Dock Street Asset Management
Florida
$921K – – –
MAFM
464
Mid Atlantic Financial Management
Pennsylvania
$914K +$162K +485 +26%
SP
465
Symmetry Partners
Connecticut
$908K -$437K -1,311 -36%
S
466
SignatureFD
Georgia
$907K -$610K -1,833 -44%
AWA
467
Alta Wealth Advisors
Massachusetts
$906K -$25K -75 -3%
BCA
468
Biltmore Capital Advisors
New Jersey
$882K +$1.67K +5 +0.2%
KA
469
Kercheville Advisors
Texas
$861K -$30K -90 -4%
GIA
470
Gladstone Institutional Advisory
Florida
$857K -$369K -1,109 -33%
EI
471
Ethic Inc
New York
$854K +$352K +1,058 +92%
BRWM
472
B. Riley Wealth Management
Tennessee
$851K -$1.6M -4,801 -69%
BAM
473
Belpointe Asset Management
Nevada
$847K -$131K -394 -15%
EAM
474
Eagle Asset Management
Florida
$843K +$26.3K +79 +4%
GAM
475
Gotham Asset Management
New York
$839K -$4M -12,009 -85%
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