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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Silverlake Wealth Management
Vermont
$347K +$8.88K +265 +3%
AW
602
Alteri Wealth
California
$345K +$70.3K +2,100 +27%
CI
603
Corient IA
Florida
$345K – – –
SWA
604
Stratos Wealth Advisors
Ohio
$344K +$33K +985 +11%
KCM
605
Kathmere Capital Management
Pennsylvania
$343K +$105K +3,131 +46%
CT
606
Chicago Trust
Illinois
$341K – – –
GCM
607
Gibraltar Capital Management
Oklahoma
$340K +$330K +9,852 New
CCM
608
Coldstream Capital Management
Washington
$339K +$8.94K +267 +3%
LBC
609
Lowe Brockenbrough & Co
Virginia
$339K +$64K +1,912 +24%
FA
610
FSA Advisors
Michigan
$339K +$18.8K +561 +6%
PCA
611
Purkiss Capital Advisors
Connecticut
$339K +$100K +2,991 +44%
DTC
612
Davidson Trust Company
Washington
$338K -$61.2K -1,828 -16%
MSAM
613
Moloney Securities Asset Management
Missouri
$338K -$9.81K -293 -3%
WAM
614
Winslow Asset Management
Ohio
$336K – – –
WANY
615
Wealthspire Advisors (New York)
New York
$334K -$34.5K -1,030 -10%
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K -$27.4K -819 -8%
AWM
617
Accel Wealth Management
Iowa
$332K -$16K -479 -5%
DJSG
618
D.J. St. Germain
Massachusetts
$330K +$1.07K +32 +0.3%
XWM
619
Xcel Wealth Management
Florida
$330K -$6.16K -184 -2%
ACMA
620
Arbor Capital Management (Alaska)
Alaska
$330K -$83.9K -2,506 -20%
SDWIA
621
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$330K – – –
MHR
622
Matthew Hamilton Rosenberg
$329K – – –
PFPT
623
Pinnacle Financial Partners (Tennessee)
Tennessee
$329K -$262K -7,830 -45%
GCC
624
Game Creek Capital
Massachusetts
$327K -$67K -2,000 -17%
QI
625
Qtron Investments
Massachusetts
$327K +$318K +9,500 New
23 24
25
26 27