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Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
1026
Bank Pictet & Cie (Europe)
Germany
$1.32M +$2.24M +10,091 +28%
OWA
1027
Octavia Wealth Advisors
Ohio
$1.32M +$48.9K +220 +4%
CL
1028
COWA LLC
Oklahoma
$1.32M +$262K +1,177 +25%
RA
1029
Resolute Advisors
California
$1.32M +$444 +2 +0%
HIM
1030
Herald Investment Management
United Kingdom
$1.31M – – –
AC
1031
Abbrea Capital
California
$1.31M -$167K -750 -11%
CGL
1032
Clarius Group LLC
Washington
$1.3M – – –
LB
1033
Legacy Bridge
Iowa
$1.3M – – –
CIP
1034
Capital Insight Partners
Arizona
$1.29M +$46.4K +209 +4%
IAN
1035
Integrated Advisors Network
Texas
$1.29M +$4.67K +21 +0.4%
BSAM
1036
Blue Square Asset Management
New York
$1.28M +$59.8K +269 +5%
FWM
1037
Focused Wealth Management
New York
$1.27M +$90.9K +409 +8%
VWM
1038
Vigilare Wealth Management
Arizona
$1.27M +$171K +771 +16%
JIC
1039
Johnson Investment Counsel
Ohio
$1.25M -$222 -1 -0%
WANY
1040
Wealthspire Advisors (New York)
New York
$1.25M -$1.09M -4,912 -47%
BMC
1041
Beaton Management Company
Massachusetts
$1.25M +$28.2K +127 +2%
EWA
1042
EP Wealth Advisors
California
$1.24M -$289K -1,300 -19%
LC
1043
Lavaca Capital
Texas
$1.22M +$1.2M +5,382 New
IC
1044
Intersect Capital
California
$1.22M +$7.11K +32 +0.6%
CFB
1045
Cullen/Frost Bankers
Texas
$1.21M -$624K -2,807 -34%
CAM
1046
Close Asset Management
United Kingdom
$1.21M +$23.6K +106 +2%
ACM
1047
Alta Capital Management
Utah
$1.21M +$424K +1,910 +56%
SGA
1048
Strategic Global Advisors
California
$1.21M -$2.68M -12,081 -69%
IWC
1049
Integrated Wealth Concepts
Massachusetts
$1.21M +$288K +1,298 +32%
BWM
1050
BigSur Wealth Management
Florida
$1.2M -$222K -1,000 -16%
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