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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
951
Polymer Capital Management
New York
$347K +$314K +91 New
ACM
952
Aster Capital Management
United Arab Emirates
$346K +$342K +99 New
FWTB
953
First Western Trust Bank
Colorado
$343K -$104K -30 -25%
FCM
954
Fire Capital Management
California
$343K -$86.3K -25 -22%
SIA
955
SkyView Investment Advisors
New Jersey
$343K -$100K -29 -24%
BTI
956
Blue Trust Inc
Georgia
$339K +$10.4K +3 +3%
WPP
957
Whalerock Point Partners
Rhode Island
$339K – – –
MPM
958
MBB Public Markets
Illinois
$339K +$307K +89 New
LC
959
Lindbrook Capital
California
$336K +$3.45K +1 +1%
LWM
960
LongView Wealth Management
Georgia
$336K +$3.45K +1 +1%
WA
961
Wambolt & Associates
Colorado
$332K -$10.4K -3 -3%
TWA
962
Tandem Wealth Advisors
Arizona
$332K – – –
CNB
963
Camden National Bank
Maine
$332K +$6.9K +2 +2%
OWA
964
One Wealth Advisors
California
$332K +$10.4K +3 +4%
AWM
965
Angeles Wealth Management
California
$332K +$20.7K +6 +7%
WAG
966
Wallace Advisory Group
California
$330K +$44.9K +13 +14%
CI
967
Conning Inc
Connecticut
$328K -$462K -134 -61%
M
968
MOTCO
Texas
$328K – – –
APWM
969
Argonautica Private Wealth Management
Massachusetts
$324K -$20.7K -6 -7%
AWM
970
Avondale Wealth Management
Texas
$324K – – –
II
971
Inspire Investing
Idaho
$324K +$13.8K +4 +5%
SGI
972
Summit Global Investments
Utah
$324K -$335K -97 -53%
QWP
973
Quotient Wealth Partners
Texas
$323K +$13.8K +4 +5%
IFWM
974
Institute for Wealth Management
Colorado
$323K – – –
SP
975
Successful Portfolios
Florida
$320K -$6.9K -2 -2%
37 38
39
40 41