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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Concentrum Wealth Management
California
$1.48M -$11.4K -110 -0.8%
MPPLM
927
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.48M +$281K +2,700 +26%
NW
928
NewEdge Wealth
Pennsylvania
$1.48M +$1.01M +9,741 +302%
GSIAS
929
Garden State Investment Advisory Services
New Jersey
$1.48M -$17K -163 -1%
RC
930
Roundview Capital
New Jersey
$1.47M +$333K +3,200 +33%
CAM
931
Clio Asset Management
Virginia
$1.47M +$1.34M +12,881 New
BAM
932
Byrne Asset Management
New Jersey
$1.46M -$6.34K -61 -0.5%
EAM
933
Evanson Asset Management
California
$1.46M +$187K +1,800 +16%
CCA
934
Cora Capital Advisors
New Jersey
$1.45M +$1.33M +12,773 New
LSPW
935
Lake Street Private Wealth
Illinois
$1.45M +$41.4K +398 +3%
NERM
936
New England Research & Management
Illinois
$1.44M +$1.31M +12,625 New
QT
937
Quantbot Technologies
New York
$1.43M +$1.31M +12,558 New
TAM
938
Tealwood Asset Management
Minnesota
$1.43M +$3.85K +37 +0.3%
WAP
939
Wealthcare Advisory Partners
Pennsylvania
$1.43M -$10.5K -101 -0.8%
AG
940
Ascent Group
Virginia
$1.42M -$196K -1,886 -13%
AAM
941
Ascension Asset Management
New York
$1.42M +$1.29M +12,450 New
GCS
942
Gordian Capital (Singapore)
Singapore
$1.41M +$422K +4,060 +49%
AWMT
943
AAFMAA Wealth Management & Trust
North Carolina
$1.4M -$927K -8,917 -42%
TSW
944
Thompson Siegel & Walmsley
Virginia
$1.4M -$94.9K -913 -7%
TFS
945
Thoroughbred Financial Services
Tennessee
$1.4M +$695K +6,684 +120%
GIA
946
GHP Investment Advisors
Colorado
$1.4M -$71.7K -689 -5%
PCM
947
Palouse Capital Management
Washington
$1.39M -$778K -7,482 -38%
BA
948
BCM Advisors
Louisiana
$1.39M – – –
FNBT
949
FineMark National Bank & Trust
Florida
$1.39M +$128K +1,230 +11%
TPCW
950
TD Private Client Wealth
New York
$1.39M +$128K +1,232 +11%
36 37
38
39 40