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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
951
Great Valley Advisor Group
Delaware
$792K +$52K +564 +7%
HIA
952
HTG Investment Advisors
Connecticut
$791K – – –
AWE
953
Avidian Wealth Enterprises
Texas
$790K +$50.5K +547 +7%
TSS
954
Two Sigma Securities
New York
$788K +$749K +8,117 New
PWAM
955
Pinnacle West Asset Management
Wyoming
$787K +$2.77K +30 +0.4%
SIMC
956
Squire Investment Management Company
Utah
$787K – – –
CIM
957
CIM Investment Management
Pennsylvania
$784K -$4.15K -45 -0.6%
TTWM
958
TCV Trust & Wealth Management
Virginia
$779K -$12.3K -133 -2%
SCP
959
Sandhill Capital Partners
New York
$776K – – –
SBIA
960
Sheaff Brock Investment Advisors
Indiana
$774K -$12.4K -134 -2%
JC
961
Jacobs & Co
California
$770K – – –
VDI
962
Vaughan David Investments
Illinois
$770K – – –
SVWAG
963
Sound View Wealth Advisors Group
Georgia
$770K – – –
TPW
964
Transatlantique Private Wealth
New York
$767K -$6.18K -67 -0.8%
CCA
965
Checchi Capital Advisers
California
$765K +$5.07K +55 +0.7%
MS
966
Maven Securities
Jersey
$762K +$235K +2,547 +48%
LCM
967
LCM Capital Management
Illinois
$760K +$13.6K +147 +2%
TGAM
968
TBH Global Asset Management
Tennessee
$760K – – –
CWS
969
Confluence Wealth Services
Pennsylvania
$760K +$262K +2,841 +57%
QPBE
970
Quintet Private Bank (Europe)
Luxembourg
$751K +$33.2K +360 +6%
PAS
971
Park Avenue Securities
New York
$751K +$34.2K +371 +5%
RIA
972
Regal Investment Advisors
Michigan
$751K +$3.04K +33 +0.4%
VC
973
Veracity Capital
Georgia
$749K +$5.07K +55 +0.7%
GWWM
974
Great Waters Wealth Management
Minnesota
$733K – – –
CHC
975
City Holding Co
West Virginia
$732K -$40.4K -438 -5%
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