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Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
851
Verity Asset Management
North Carolina
$247K +$16K +107 +7%
KMWM
852
Keudell/Morrison Wealth Management
Oregon
$246K -$117K -781 -33%
AA
853
Addison Advisors
Vermont
$245K – – –
RWMG
854
Redwood Wealth Management Group
New Jersey
$245K – – –
NHT
855
New Hampshire Trust
New Hampshire
$244K -$82.8K -552 -26%
HWA
856
Heartwood Wealth Advisors
Virginia
$244K – – –
CW
857
CreativeOne Wealth
Kansas
$243K +$230K +1,536 New
WAS
858
Wealth Advisory Solutions
Indiana
$243K -$16.5K -110 -7%
CFA
859
CWS Financial Advisors
Michigan
$238K +$40K +267 +22%
CI
860
Cigna Investments
Connecticut
$238K -$3.45K -23 -2%
VIA
861
Vident Investment Advisory
Georgia
$238K -$1.05K -7 -0.5%
LG
862
LaFleur & Godfrey
Michigan
$237K – – –
LAS
863
LWM Advisory Services
Florida
$237K – – –
NCM
864
Next Capital Management
New York
$237K – – –
JWCA
865
J.W. Coons Advisors
Ohio
$237K +$225K +1,500 New
FMAEN1
866
Fund Management at Engine No 1
California
$237K +$225K +1,498 New
AHB
867
Abner Herrman & Brock
New Jersey
$237K – – –
MFG
868
Merit Financial Group
Georgia
$237K -$32.2K -215 -13%
MA
869
Montag & Associates
Georgia
$236K – – –
PCM
870
Parsons Capital Management
Rhode Island
$232K – – –
SA
871
Strategic Advisors
New York
$231K – – –
HIC
872
Holderness Investments Company
North Carolina
$231K +$1.65K +11 +0.8%
AMCA
873
Arthur M. Cohen & Associates
Illinois
$231K – – –
CWP
874
Core Wealth Partners
California
$229K +$217K +1,450 New
TCWM
875
Total Clarity Wealth Management
Illinois
$229K +$217K +1,445 New
33 34
35
36 37