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Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1276
Verdence Capital Advisors
Maryland
$481K -$9.38K -50 -2%
LWM
1277
Laidlaw Wealth Management
New York
$475K +$420K +2,241 New
HCA
1278
Heck Capital Advisors
Wisconsin
$473K +$17.8K +95 +4%
WAM
1279
Weatherly Asset Management
California
$470K +$25.1K +134 +6%
TIA
1280
Traphagen Investment Advisors
New Jersey
$469K -$12.4K -66 -3%
RSWM
1281
Robertson Stephens Wealth Management
California
$468K -$126K -670 -23%
HCM
1282
Horan Capital Management
Maryland
$468K -$7.5K -40 -2%
EWA
1283
Exencial Wealth Advisors
Oklahoma
$468K +$375 +2 +0.1%
AWM
1284
Altavista Wealth Management
North Carolina
$467K -$56.3K -300 -12%
JSL
1285
JT Stratford LLC
Georgia
$467K +$41.7K +222 +11%
RDWM
1286
Red Door Wealth Management
Tennessee
$467K +$387K +2,063 New
FWM
1287
FFT Wealth Management
Pennsylvania
$467K +$413K +2,200 New
TFO
1288
Tarbox Family Office
California
$467K +$413K +2,200 New
SGA
1289
Strategic Global Advisors
California
$465K – – –
PWM
1290
PBMares Wealth Management
Virginia
$453K +$400K +2,134 New
DC
1291
DeDora Capital
California
$452K – – –
RCA
1292
Rowland Carmichael Advisors
Arizona
$450K +$11.4K +61 +3%
RAM
1293
RWC Asset Management
United Kingdom
$449K – – –
KIA
1294
KCM Investment Advisors
California
$447K +$18.8K +100 +5%
WIC
1295
Whitegate Investment Counselors
New Hampshire
$445K – – –
FFSOTS
1296
Fiduciary Financial Services of The Southwest
Texas
$441K +$390K +2,081 New
DI
1297
Diligent Investors
California
$438K +$116K +619 +43%
WB
1298
Webster Bank
Connecticut
$437K -$510K -2,716 -57%
CCFM
1299
Clear Creek Financial Management
Washington
$437K -$99.4K -530 -22%
CA
1300
Continuum Advisory
Idaho
$437K +$20.6K +110 +6%
50 51
52
53 54