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Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
726
Verdence Capital Advisors
Maryland
$2.06M -$53.7K -594 -3%
AAM
727
AR Asset Management
California
$2.03M – – –
FPWM
728
FSB Premier Wealth Management
Iowa
$2.03M +$202K +2,235 +11%
ECM
729
Evergreen Capital Management
Washington
$2.02M -$10.6K -117 -0.5%
DFA
730
Delta Financial Advisors
Louisiana
$2.02M +$183K +2,026 +10%
CA
731
Cullinan Associates
Kentucky
$2.01M -$45.2K -500 -2%
SSA
732
Schonfeld Strategic Advisors
New York
$1.99M +$153K +1,688 +9%
GT
733
Greenleaf Trust
Michigan
$1.99M -$63.7K -704 -3%
FIA
734
Foundations Investment Advisors
Arizona
$1.98M +$749K +8,286 +64%
BTI
735
Blue Trust Inc
Georgia
$1.97M -$17.2K -190 -0.9%
TPCW
736
TD Private Client Wealth
New York
$1.97M -$51.9K -574 -3%
GWMI
737
Guardian Wealth Management (Illinois)
Illinois
$1.96M -$1.04M -11,500 -35%
AWM
738
Accurate Wealth Management
Florida
$1.96M +$76.2K +842 +4%
TCBWMS
739
Texas Capital Bank Wealth Management Services
Texas
$1.96M -$3.82M -42,215 -67%
MYIA
740
Mount Yale Investment Advisors
Colorado
$1.96M +$121K +1,336 +7%
AWA
741
Arete Wealth Advisors
Illinois
$1.95M +$133K +1,472 +8%
BC
742
Barnett & Company
Tennessee
$1.95M -$67.8K -750 -3%
SIA
743
Soltis Investment Advisors
Utah
$1.95M +$452 +5 +0%
EF
744
Exeter Financial
Arizona
$1.94M +$2.62K +29 +0.1%
PMG
745
Private Management Group
California
$1.94M -$136K -1,500 -7%
LOAMS
746
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.94M +$1.87M +20,700 New
MA
747
Mutual Advisors
Nebraska
$1.94M +$158K +1,752 +9%
EWA
748
Exencial Wealth Advisors
Oklahoma
$1.93M +$10.7K +118 +0.6%
EWA
749
EverSource Wealth Advisors
Alabama
$1.93M -$89.5K -990 -5%
HPG
750
Harvest Portfolios Group
Ontario, Canada
$1.93M +$137K +1,516 +8%
28 29
30
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