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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
Segment Wealth Management
Texas
$1.15M +$186K +1,592 +19%
CC
1027
Cannell & Co
New York
$1.15M -$5.85K -50 -0.5%
RCM
1028
Raleigh Capital Management
North Carolina
$1.14M +$234 +2 +0%
OA
1029
Oxbow Advisors
Texas
$1.14M – – –
SAM
1030
SignalPoint Asset Management
Missouri
$1.13M +$8.31K +71 +0.7%
QCM
1031
Qsemble Capital Management
New York
$1.13M +$1.13M +9,700 New
SAG
1032
SageView Advisory Group
California
$1.12M +$763K +6,525 +196%
AWE
1033
Avidian Wealth Enterprises
Texas
$1.12M -$24.7K -211 -2%
IWA
1034
Icon Wealth Advisors
Texas
$1.12M +$1.13M +9,663 New
DWP
1035
Daymark Wealth Partners
Ohio
$1.12M +$2.11K +18 +0.2%
MGIA
1036
Matthew Goff Investment Advisor
Texas
$1.12M – – –
CAM
1037
Cubic Asset Management
Massachusetts
$1.12M -$205K -1,750 -15%
IAIM
1038
International Assets Investment Management
Florida
$1.11M +$192K +1,644 +21%
UM
1039
UniSuper Management
Australia
$1.11M +$69.4K +593 +7%
IA
1040
IFP Advisors
Florida
$1.11M -$779K -6,663 -41%
IPW
1041
Impact Partnership Wealth
Georgia
$1.11M +$104K +892 +10%
CIC
1042
Carnegie Investment Counsel
Ohio
$1.11M -$30.4K -260 -3%
CCS
1043
Concentric Capital Strategies
Connecticut
$1.1M +$1.11M +9,486 New
HIA
1044
Harbor Investment Advisory
Maryland
$1.1M -$59.1K -505 -5%
CT
1045
Columbia Trust
Oregon
$1.1M +$13.1K +112 +1%
VHAM
1046
Van Hulzen Asset Management
California
$1.1M +$2.34K +20 +0.2%
ESB
1047
Essex Savings Bank
Connecticut
$1.09M +$35.2K +301 +3%
TBA
1048
Tower Bridge Advisors
Pennsylvania
$1.08M -$16.1K -138 -1%
HA
1049
Harbor Advisors
Florida
$1.08M – – –
CWM
1050
Circle Wealth Management
New Jersey
$1.08M +$24K +205 +2%
40 41
42
43 44