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Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1001
Vestmark Advisory Solutions
Massachusetts
$1.42M +$834K +7,316 +190%
WIA
1002
Westbourne Investment Advisors
Maryland
$1.41M – – –
GIA
1003
Guyasuta Investment Advisors
Pennsylvania
$1.39M – – –
V
1004
ViaWealth
Kansas
$1.39M +$357K +3,130 +40%
SPFA
1005
Summit Place Financial Advisors
New Jersey
$1.39M +$77K +675 +7%
RCM
1006
Radnor Capital Management
Pennsylvania
$1.39M -$14.3K -125 -1%
TCB
1007
Texas Capital Bancshares
Texas
$1.39M +$863K +7,570 +226%
PFGIA
1008
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M +$79.8K +700 +7%
EFM
1009
Eley Financial Management
Vermont
$1.37M -$12.1K -106 -1%
CFGS
1010
Concourse Financial Group Securities
Alabama
$1.37M -$10.4K -91 -0.8%
AIM
1011
Anchor Investment Management
South Carolina
$1.37M -$351K -3,078 -22%
MHR
1012
Matthew Hamilton Rosenberg
$1.36M -$28.4K -249 -2%
SPG
1013
Strategic Planning Group
Utah
$1.35M +$189K +1,654 +18%
VNIM
1014
Vaughan Nelson Investment Management
Texas
$1.35M – – –
EWM
1015
Empirical Wealth Management
Washington
$1.34M -$22.4K -196 -2%
MA
1016
Mutual Advisors
Nebraska
$1.34M -$324K -2,837 -21%
QWM
1017
Quadcap Wealth Management
Texas
$1.34M -$197K -1,731 -14%
GI
1018
GS Investments
Minnesota
$1.33M -$3.54K -31 -0.3%
WHAM
1019
Windmill Hill Asset Management
United Kingdom
$1.33M – – –
HIC
1020
Holderness Investments Company
North Carolina
$1.33M +$114 +1 +0%
BCM
1021
Barden Capital Management
Texas
$1.32M -$228K -1,996 -16%
HIM
1022
Harbour Investment Management
Washington
$1.32M -$5.13K -45 -0.4%
IFWM
1023
Institute for Wealth Management
Colorado
$1.31M -$1.37K -12 -0.1%
DB
1024
Danske Bank
Denmark
$1.31M +$1.17M +10,292 New
P
1025
&Partners
Tennessee
$1.31M +$702K +6,151 +153%
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