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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1201
Clarus Wealth Advisors
Arizona
$774K +$147K +607 +23%
AA
1202
Argent Advisors
Louisiana
$773K +$42.1K +174 +6%
WCA
1203
Westover Capital Advisors
Delaware
$772K -$4.35K -18 -0.6%
LA
1204
Legacy Advisors
Pennsylvania
$770K -$785K -3,245 -50%
VWM
1205
Venturi Wealth Management
Texas
$770K -$271K -1,119 -26%
F
1206
F3Logic
Minnesota
$768K +$10.6K +44 +1%
QTM
1207
qPULA Trading Management
New York
$767K -$55.4K -229 -7%
IIM
1208
Intact Investment Management
Quebec, Canada
$767K -$48.4K -200 -6%
FCCM
1209
First City Capital Management
Georgia
$767K +$33.8K +140 +5%
MYLI
1210
Meiji Yasuda Life Insurance
Japan
$766K -$89.5K -370 -10%
FC
1211
Fusion Capital
South Carolina
$765K +$216K +894 +39%
TWM
1212
Titus Wealth Management
California
$764K -$4.83K -20 -0.6%
CIM
1213
CIM Investment Management
Pennsylvania
$760K -$85.3K -353 -10%
VHAM
1214
Van Hulzen Asset Management
California
$759K – – –
WP
1215
WealthShield Partners
North Carolina
$758K +$95.7K +396 +14%
TCOO
1216
Trust Company of Oklahoma
Oklahoma
$758K -$161K -668 -17%
ATC
1217
Adirondack Trust Company
New York
$757K – – –
DAM
1218
Deltec Asset Management
New York
$755K – – –
CBN
1219
Cadence Bank NA
Texas
$751K +$40.4K +167 +6%
AC
1220
Abbrea Capital
California
$746K +$87K +360 +13%
LP
1221
LMR Partners
United Kingdom
$746K +$753K +3,113 New
MFG
1222
Monte Financial Group
Connecticut
$743K -$230K -950 -23%
GSC
1223
G&S Capital
Colorado
$743K +$18.4K +76 +3%
CTA
1224
Colonial Trust Advisors
South Carolina
$742K -$107K -444 -13%
SWM
1225
Soundmark Wealth Management
Washington
$736K -$25.9K -107 -3%
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