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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1451
CMH Wealth Management
New Hampshire
$22.6M +$604K +3,594 +3%
SG
1452
Stonnington Group
California
$22.6M -$370K -2,199 -2%
BWM
1453
BerganKDV Wealth Management
Minnesota
$22.6M -$1.68K -10 -0%
PTP
1454
Platform Technology Partners
New York
$22.5M +$22K +131 +0.1%
SVWAG
1455
Sound View Wealth Advisors Group
Georgia
$22.4M +$187K +1,110 +0.9%
QI
1456
Qtron Investments
Massachusetts
$22.4M +$1.39M +8,288 +7%
GEM
1457
Global Endowment Management
North Carolina
$22.3M -$1.03M -6,141 -5%
MAA
1458
Matrix Asset Advisors
New York
$22.3M +$401K +2,387 +2%
AIMC
1459
Alley Investment Management Company
Illinois
$22.3M +$21.5M +127,925 New
AC
1460
Arjuna Capital
North Carolina
$22.3M -$645K -3,836 -3%
NPT
1461
Nixon Peabody Trust
Massachusetts
$22.3M -$1.47M -8,730 -6%
SC
1462
Sepio Capital
Utah
$22.3M -$4.22M -25,107 -16%
IA
1463
Insight Advisors
Pennsylvania
$22.3M -$986K -5,861 -4%
WA
1464
Winfield Associates
Ohio
$22.3M -$1.95M -11,611 -8%
KAS
1465
Kemnay Advisory Services
New York
$22.2M -$10.3M -61,209 -32%
ANI
1466
American National Insurance
Texas
$22.2M -$5.01M -29,790 -19%
CWS
1467
Cypress Wealth Services
California
$22.2M -$260K -1,549 -1%
NCM
1468
Nelson Capital Management
California
$22.2M +$86.1K +512 +0.4%
QPW
1469
Quantum Private Wealth
Florida
$22.2M +$10.6K +63 +0%
CWA
1470
Clarity Wealth Advisors
California
$22.2M +$2.15M +12,801 +11%
APG
1471
Abacus Planning Group
South Carolina
$22.2M -$33.8K -201 -0.2%
MCP
1472
Mirador Capital Partners
California
$22.1M +$123K +732 +0.6%
PP
1473
PDS Planning
Ohio
$22.1M +$1.79M +10,639 +9%
FCA
1474
FinTrust Capital Advisors
South Carolina
$22.1M +$6.51M +38,686 +44%
FPAS
1475
Focus Partners Advisor Solutions
Missouri
$22.1M +$21.2M +126,308 New
57 58
59
60 61