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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
701
Buckingham Strategic Wealth
Missouri
$7.81M -$913K -17,875 -10%
LA
702
Lynch & Associates
Indiana
$7.76M -$51.9K -1,015 -0.7%
CCG
703
Chatham Capital Group
Georgia
$7.75M +$60K +1,175 +0.8%
IPW
704
Inlet Private Wealth
Florida
$7.74M -$76.6K -1,500 -1%
CTC
705
Central Trust Company
Missouri
$7.73M +$172K +3,370 +2%
BWS
706
Buck Wealth Strategies
Colorado
$7.72M +$1.94M +38,015 +33%
TAM
707
Trillium Asset Management
Massachusetts
$7.71M -$70.8K -1,385 -0.9%
DIA
708
Dean Investment Associates
Ohio
$7.68M -$179K -3,511 -2%
CA
709
Clearstead Advisors
Ohio
$7.65M +$309K +6,044 +4%
QCM
710
Quantinno Capital Management
New York
$7.64M -$731K -14,301 -9%
SWM
711
Scissortail Wealth Management
Oklahoma
$7.62M +$3.77M +73,867 +103%
PWM
712
Perigon Wealth Management
California
$7.6M -$35.1K -687 -0.5%
GIP
713
Greatmark Investment Partners
Georgia
$7.56M -$93.3K -1,827 -1%
FMWA
714
Forvis Mazars Wealth Advisors
Missouri
$7.53M -$168K -3,279 -2%
CC
715
Courier Capital
New York
$7.51M +$574K +11,239 +8%
MYIA
716
Mount Yale Investment Advisors
Colorado
$7.51M -$1.53M -30,023 -17%
KA
717
Kintegral Advisory
New York
$7.5M -$48.3K -945 -0.6%
SCTC
718
Sanibel Captiva Trust Company
Florida
$7.5M +$7.58M +148,423 New
VIM
719
Vinva Investment Management
Australia
$7.49M +$135K +2,646 +2%
FRM
720
Foundation Resource Management
Arkansas
$7.45M +$118K +2,300 +2%
SCA
721
Snowden Capital Advisors
New York
$7.45M -$634K -12,408 -8%
LOPW
722
Live Oak Private Wealth
North Carolina
$7.42M +$46.5K +911 +0.6%
ERIC
723
Eagle Rock Investment Company
Georgia
$7.4M -$122K -2,394 -2%
HC
724
Hourglass Capital
Texas
$7.39M +$96.1K +1,880 +1%
EWM
725
Executive Wealth Management
Michigan
$7.35M +$94.7K +1,854 +1%
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