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Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
901
Avidian Wealth Enterprises
Texas
$423K +$3.69K +1 +0.9%
MPWT
902
MassMutual Private Wealth & Trust
Connecticut
$423K +$18.4K +5 +5%
CWM
903
Concentrum Wealth Management
California
$419K +$129K +35 +45%
HCMT
904
Highland Capital Management (Tennessee)
Tennessee
$416K – – –
PWAM
905
Private Wealth Asset Management
Iowa
$416K – – –
TCOT
906
Trust Company of Toledo
Ohio
$412K – – –
BAAM
907
Baker Avenue Asset Management
California
$409K -$51.6K -14 -11%
BPWM
908
Badgley Phelps Wealth Managers
Washington
$408K +$25.8K +7 +7%
EWS
909
Eagle Wealth Strategies
New Jersey
$408K – – –
AAP
910
Arax Advisory Partners
Colorado
$405K -$99.5K -27 -21%
FFN
911
Focus Financial Network
Minnesota
$405K +$14.7K +4 +4%
PCIA
912
Prime Capital Investment Advisors
Kansas
$401K -$984K -267 -71%
VCM
913
Virtue Capital Management
Tennessee
$401K -$181K -49 -31%
HNB
914
Hilltop National Bank
Wyoming
$401K +$398K +108 New
WA
915
Wambolt & Associates
Colorado
$398K +$73.7K +20 +23%
SAM
916
Silvercrest Asset Management
New York
$397K -$3.69K -1 -0.9%
BPA
917
Beacon Pointe Advisors
California
$397K -$92.2K -25 -19%
HC
918
Headland Capital
South Carolina
$397K -$3.69K -1 -0.9%
FOFP
919
Fee-Only Financial Planning
South Carolina
$397K – – –
JF
920
JSF Financial
California
$397K – – –
LNB
921
Ledyard National Bank
$397K – – –
IIC
922
Integrated Investment Consultants
Michigan
$397K +$394K +107 New
SAM
923
Shell Asset Management
Netherlands
$397K +$118K +32 +43%
IGAM
924
iA Global Asset Management
Quebec, Canada
$397K +$394K +107 New
CTC
925
Central Trust Company
Missouri
$393K – – –
35 36
37
38 39