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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
926
Aviance Capital Partners
Florida
$4.07M +$109K +2,287 +3%
WAOTB
927
Wealth Advisors of Tampa Bay
Florida
$4.05M -$557K -11,733 -12%
HIC
928
Holderness Investments Company
North Carolina
$4.05M +$13.4K +283 +0.3%
TI
929
tru Independence
Oregon
$4.04M -$6.03K -127 -0.1%
BCWM
930
Bartlett & Co Wealth Management
Ohio
$4.03M -$123K -2,597 -3%
CT
931
Caldwell Trust
Florida
$4.02M +$32.4K +682 +0.8%
PIM
932
Plato Investment Management
Australia
$4.01M +$890K +18,744 +29%
1SB
933
1ST Source Bank
Indiana
$3.99M -$92.6K -1,951 -2%
CT
934
Coastline Trust
Rhode Island
$3.98M -$30.6K -645 -0.8%
HH
935
Hilltop Holdings
Texas
$3.98M +$212K +4,455 +6%
HWM
936
Hohimer Wealth Management
Washington
$3.98M +$512K +10,793 +15%
ADL
937
Asset Dedication LLC
California
$3.97M -$195K -4,110 -5%
HCM
938
Hudson Capital Management
New Jersey
$3.97M +$376K +7,922 +10%
PD
939
Point72 (DIFC)
United Arab Emirates
$3.97M +$3.96M +83,505 New
BOSSRA
940
B.O.S.S. Retirement Advisors
Utah
$3.96M +$1.46M +30,656 +58%
B
941
Bailard
California
$3.93M -$2.21M -46,548 -36%
BIM
942
Bridges Investment Management
Nebraska
$3.92M +$2.58M +54,342 +193%
KFP
943
KMG Fiduciary Partners
Ohio
$3.9M +$192K +4,040 +5%
AA
944
Axiom Advisory
California
$3.88M +$3.88M +81,739 New
FFBTD
945
First Financial Bank - Trust Division
Ohio
$3.85M -$4.93M -103,922 -56%
PWG
946
Portside Wealth Group
Utah
$3.83M -$332K -6,987 -8%
RWA
947
Roberts Wealth Advisors
California
$3.82M +$191K +4,020 +5%
CFMC
948
Curbstone Financial Management Corp
New Hampshire
$3.81M -$9.5K -200 -0.2%
ISWM
949
Independent Solutions Wealth Management
New York
$3.79M -$339K -7,148 -8%
ZIG
950
Zurich Insurance Group
Switzerland
$3.79M – – –
36 37
38
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