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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1551
Childress Capital Advisors
Texas
$614K +$86.3K +212 +14%
SWM
1552
Segment Wealth Management
Texas
$613K -$239K -588 -26%
PWM
1553
PBMares Wealth Management
Virginia
$613K – – –
RIA
1554
Realta Investment Advisors
Delaware
$612K -$82.6K -203 -11%
DCM
1555
Davidson Capital Management
Texas
$610K -$662K -1,627 -49%
WIS
1556
Wright Investors Service
Connecticut
$609K -$209K -513 -24%
BCM
1557
Brasada Capital Management
Texas
$609K -$40.7K -100 -6%
GFS
1558
GYL Financial Synergies
Connecticut
$609K -$21.2K -52 -3%
VFA
1559
Voya Financial Advisors
Connecticut
$609K -$6.11K -15 -0.9%
5L
1560
55I LLC
Massachusetts
$606K +$422K +1,037 +168%
SG
1561
StoneX Group
New York
$606K +$106K +260 +19%
MIM
1562
Moseley Investment Management
Florida
$605K -$127K -312 -16%
BONST
1563
Bank of Nova Scotia Trust
Ontario, Canada
$605K -$407 -1 -0.1%
QC
1564
Quent Capital
New York
$605K +$64.3K +158 +11%
FIB
1565
First Interstate Bank
Montana
$603K +$670K +1,646 New
PFBT
1566
Parkside Financial Bank & Trust
Missouri
$602K -$13.8K -34 -2%
WFI
1567
West Family Investments
California
$601K +$484K +1,190 +263%
ARMT
1568
Amica Retiree Medical Trust
Rhode Island
$599K -$438K -1,075 -40%
PFG
1569
PAX Financial Group
Texas
$598K -$448K -1,101 -40%
PIMG
1570
Patriot Investment Management Group
Tennessee
$597K -$89.9K -221 -12%
CPIA
1571
Cornell Pochily Investment Advisors
New York
$597K +$87.9K +216 +15%
WIA
1572
World Investment Advisors
California
$596K +$18.7K +46 +3%
FFWA
1573
FRG Family Wealth Advisors
Washington
$593K +$6.11K +15 +0.9%
SIAP
1574
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$593K +$40.7K +100 +7%
PM
1575
Parametrica Management
Hong Kong
$593K +$658K +1,616 New
61 62
63
64 65