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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1026
Icon Wealth Advisors
Texas
$1.19M +$151K +1,274 +12%
SFG
1027
Seamount Financial Group
Colorado
$1.19M -$356 -3 -0%
CI
1028
Cigna Investments
Connecticut
$1.19M -$32.2K -272 -2%
CG
1029
CFO4Life Group
Texas
$1.19M +$6.99K +59 +0.5%
VCM
1030
Voleon Capital Management
California
$1.19M +$1.09M +9,158 +407%
AC
1031
Apella Capital
Connecticut
$1.18M +$172K +1,447 +15%
TSWM
1032
Triangle Securities Wealth Management
North Carolina
$1.18M -$18.4K -155 -1%
ET
1033
Equitable Trust
Tennessee
$1.18M -$24.7K -208 -2%
KFSC
1034
Keystone Financial Services (Colorado)
Colorado
$1.17M +$32.5K +274 +2%
HIM
1035
Harbour Investment Management
Washington
$1.17M -$53.6K -452 -4%
MBTD
1036
Mechanics Bank - Trust Department
California
$1.17M -$71.7K -605 -5%
7WCP
1037
71 West Capital Partners
Massachusetts
$1.17M +$309K +2,603 +30%
MWP
1038
Meriwether Wealth & Planning
Louisiana
$1.17M +$7.23K +61 +0.5%
UWS
1039
Unique Wealth Strategies
Illinois
$1.17M -$238K -2,010 -15%
ICM
1040
Islay Capital Management
Texas
$1.17M -$656K -5,539 -33%
ST
1041
Smithfield Trust
Pennsylvania
$1.17M – – –
CT
1042
Caldwell Trust
Florida
$1.15M +$16.7K +141 +1%
MCM
1043
McKinney Capital Management
Texas
$1.15M +$152K +1,286 +13%
CB
1044
Community Bank
New York
$1.14M -$29.4K -248 -2%
MHS
1045
M Holdings Securities
Oregon
$1.14M -$26.7K -225 -2%
EC
1046
Enhancing Capital
Pennsylvania
$1.13M – – –
LAM
1047
L2 Asset Management
Massachusetts
$1.13M -$29.6K -250 -2%
NEAM
1048
New England Asset Management
Connecticut
$1.12M – – –
AWM
1049
Angeles Wealth Management
California
$1.12M +$5.33K +45 +0.4%
PCS
1050
Personal CFO Solutions
New Jersey
$1.12M +$43.7K +369 +4%
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