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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1076
Westbourne Investment Advisors
Maryland
$1.07M +$42.4K +358 +4%
BMWS
1077
Brady Martz Wealth Solutions
North Dakota
$1.07M +$88.9K +750 +8%
TAM
1078
Todd Asset Management
Kentucky
$1.06M – – –
PTC
1079
Private Trust Company
Ohio
$1.06M -$11K -93 -0.9%
V
1080
ViaWealth
Kansas
$1.06M -$63.2K -533 -5%
EWM
1081
Evercore Wealth Management
New York
$1.06M -$3.32K -28 -0.3%
AAIS
1082
ABN AMRO Investment Solutions
$1.06M +$1.21M +10,200 New
APW
1083
Aventura Private Wealth
Florida
$1.06M +$1.07K +9 +0.1%
GC
1084
Gilbert & Cook
Iowa
$1.06M +$12.9K +109 +1%
IFWM
1085
Institute for Wealth Management
Colorado
$1.06M -$36.9K -311 -3%
LWANC
1086
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.06M +$7.11K +60 +0.6%
AA
1087
Advisory Alpha
Michigan
$1.05M -$385K -3,248 -24%
IP
1088
Indivisible Partners
Florida
$1.05M +$208K +1,754 +21%
WBC
1089
Westpac Banking Corp
Australia
$1.05M -$79.5K -671 -6%
TNBTD
1090
Trustmark National Bank Trust Department
Mississippi
$1.05M -$1.42K -12 -0.1%
ILI
1091
Invesco LLC (Illinois)
Illinois
$1.05M +$58.8K +496 +5%
LI
1092
LVZ Inc
Michigan
$1.05M -$16.8K -142 -1%
FMTC
1093
Farmers & Merchants Trust Company
California
$1.04M -$23.6K -199 -2%
CCG
1094
Ceeto Capital Group
Florida
$1.04M – – –
TCPW
1095
Twin City Private Wealth
North Carolina
$1.04M +$19.1K +161 +2%
PWAM
1096
Pinnacle West Asset Management
Wyoming
$1.03M -$11.9K -100 -1%
FFA
1097
Fi3 Financial Advisors
Indiana
$1.02M -$259K -2,188 -81%
NHC
1098
Nicholas Hoffman & Company
Georgia
$1.02M +$1.3K +11 +0.1%
BRWA
1099
B. Riley Wealth Advisors
Florida
$1.02M +$99.2K +837 +9%
PWM
1100
Perigon Wealth Management
California
$1.02M +$200K +1,689 +21%
42 43
44
45 46