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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
826
Schear Investment Advisers
Ohio
$5.23M +$186K +830 +4%
TCBWMS
827
Texas Capital Bank Wealth Management Services
Texas
$5.23M +$5M +22,283 +1,052%
CIAS
828
Capital Investment Advisory Services
North Carolina
$5.19M -$75.9K -338 -1%
PCMH
829
Polymer Capital Management (HK)
Hong Kong
$5.17M -$3.04M -13,549 -36%
TAM
830
Titleist Asset Management
Texas
$5.15M -$387K -1,722 -7%
WPC
831
Wedmont Private Capital
Pennsylvania
$5.11M +$107K +475 +2%
MWM
832
Moran Wealth Management
Florida
$5.1M +$606K +2,699 +13%
NIA
833
NIA Impact Advisors
California
$5.09M -$46K -205 -0.9%
PNAA
834
Pictet North America Advisors
Switzerland
$5.08M -$288K -1,283 -5%
PP
835
Paloma Partners
Connecticut
$5.03M -$11M -49,000 -68%
TF
836
Trek Financial
Arizona
$5.03M +$4.36M +19,420 +476%
CP
837
Cornerstone Planning
North Carolina
$5.02M +$5.26M +23,400 New
OAM
838
Occidental Asset Management
California
$5.01M +$4.39M +19,550 +509%
OAM
839
Ostrum Asset Management
France
$4.99M -$282K -1,257 -5%
AOWM
840
Asset One Wealth Management
Washington
$4.97M +$4.53M +20,168 New
AAP
841
Arax Advisory Partners
Colorado
$4.97M -$2.03M -9,056 -28%
HWAM
842
Hennion & Walsh Asset Management
New Jersey
$4.96M +$410K +1,824 +9%
PS
843
Principal Securities
Iowa
$4.95M +$858K +3,818 +20%
SAM
844
Smartleaf Asset Management
Massachusetts
$4.92M +$505K +2,248 +11%
IIM
845
Illumine Investment Management
Washington
$4.92M -$311K -1,384 -6%
LTAS
846
Linden Thomas Advisory Services
North Carolina
$4.92M +$63.6K +283 +1%
DT
847
Diversified Trust
Tennessee
$4.89M +$133K +593 +3%
SFS
848
Sowell Financial Services
Arkansas
$4.85M +$67.8K +302 +1%
FWM
849
Finer Wealth Management
Massachusetts
$4.85M +$14.4K +64 +0.3%
LK
850
Lumbard & Kellner
New Hampshire
$4.84M -$2.18M -9,728 -30%
32 33
34
35 36