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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
951
Clear Creek Financial Management
Washington
$284K -$5.53K -48 -2%
HSA
952
HBK Sorce Advisory
Pennsylvania
$282K +$22.1K +192 +8%
AWE
953
Avidian Wealth Enterprises
Texas
$282K +$299K +2,592 New
ICM
954
Ionic Capital Management
New York
$282K +$299K +2,595 New
UB
955
UMB Bank
Missouri
$279K +$33.9K +294 +13%
SWM
956
SeaCrest Wealth Management
New York
$278K -$153K -1,327 -34%
CCA
957
Cobblestone Capital Advisors
New York
$278K +$6.34K +55 +2%
WEG
958
World Equity Group
Illinois
$275K +$291K +2,527 New
CA
959
CoreCap Advisors
Michigan
$274K -$27.2K -236 -9%
ABA
960
American Beacon Advisors
Texas
$274K +$30K +260 +12%
HCA
961
Hyperion Capital Advisors
New York
$274K +$93K +807 +47%
BJL
962
Brighton Jones LLC
Washington
$273K -$53K -460 -16%
GLA
963
Good Life Advisors
Pennsylvania
$273K -$8.87K -77 -3%
CCM
964
Cribstone Capital Management
Maine
$273K +$58.5K +508 +25%
EI
965
Ethic Inc
New York
$273K +$62.4K +542 +27%
WFO
966
Wealthgate Family Office
Colorado
$272K – – –
FPWM
967
FSB Premier Wealth Management
Iowa
$271K -$459K -3,981 -57%
OWA
968
Octavia Wealth Advisors
Ohio
$270K -$21.3K -185 -7%
ONB
969
Old National Bancorp
Indiana
$270K -$17.1K -148 -6%
WAG
970
Winthrop Advisory Group
Massachusetts
$270K +$33.1K +287 +13%
SOW
971
State of Wyoming
Wyoming
$268K +$26K +226 +10%
STA
972
Summit Trail Advisors
New York
$268K +$83.2K +722 +41%
GDP
973
Great Diamond Partners
Maine
$267K -$27.4K -238 -9%
FWM
974
Focused Wealth Management
New York
$264K -$274K -2,376 -49%
VWA
975
Visionary Wealth Advisors
Illinois
$264K -$26.5K -230 -9%
37 38
39
40 41