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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
626
Evoke Wealth
California
$295K +$105K +328 +109%
WP
627
WMS Partners
Maryland
$295K +$201K +628 New
WA
628
Wealth Architects
California
$294K -$138K -430 -41%
SBSB
629
Sullivan, Bruyette, Speros & Blaney
Virginia
$294K -$16K -50 -7%
LW
630
Linscomb Wealth
Texas
$291K +$198K +619 New
ZIG
631
Zuckerman Investment Group
Illinois
$288K +$196K +613 New
RPC
632
Rossmore Private Capital
Connecticut
$287K +$195K +610 New
WSC
633
Wellington Shields & Co
New York
$287K +$195K +610 New
ACA
634
Affinity Capital Advisors
California
$285K +$194K +607 New
TCM
635
Traynor Capital Management
Pennsylvania
$284K +$178K +557 New
WJWM
636
Williams Jones Wealth Management
New York
$284K +$193K +605 New
GI
637
Gradient Investments
Minnesota
$283K +$55.6K +174 +41%
DR
638
Davis Rea
Ontario, Canada
$282K +$192K +600 New
GAG
639
GM Advisory Group
New York
$282K +$192K +600 New
LCP
640
Legacy Capital Partners
Wisconsin
$282K +$192K +600 New
FCM
641
Firestone Capital Management
Florida
$281K +$63.3K +198 +50%
AWA
642
Arkadios Wealth Advisors
Georgia
$281K – – –
OIA
643
Optimum Investment Advisors
Illinois
$277K -$1.6K -5 -0.8%
CF
644
Centaurus Financial
California
$276K +$17.3K +54 +10%
PAA
645
Peregrine Asset Advisers
Oregon
$275K +$187K +584 New
BSW
646
Buckingham Strategic Wealth
Missouri
$275K +$187K +586 New
PPP
647
Private Portfolio Partners
New Jersey
$263K +$179K +560 New
SB
648
Strategic Blueprint
Georgia
$263K -$355K -1,111 -67%
HWA
649
HCR Wealth Advisors
California
$263K +$174K +545 New
PAG
650
Private Advisory Group
Washington
$263K +$179K +560 New
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