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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1251
44 Wealth Management
Oregon
$2.29M +$523K +9,946 +30%
DL
1252
DOHJ LLC
Washington
$2.29M -$293K -5,572 -11%
ARG
1253
Advisory Resource Group
Oklahoma
$2.29M +$50K +950 +2%
VNA
1254
Valley National Advisers
Pennsylvania
$2.28M +$1.37K +26 +0.1%
AWM
1255
Altium Wealth Management
New York
$2.28M +$8.1K +154 +0.4%
BPM
1256
Bowling Portfolio Management
Ohio
$2.28M -$1.6M -30,357 -41%
ST
1257
Smithfield Trust
Pennsylvania
$2.28M -$38.2K -726 -2%
CA
1258
Cornerstone Advisors
North Carolina
$2.28M -$9.47M -180,000 -81%
MCCP
1259
Mission Creek Capital Partners
California
$2.28M +$2.47K +47 +0.1%
ZB
1260
Zions Bancorporation
Utah
$2.27M -$1.05M -19,987 -32%
QI
1261
Qtron Investments
Massachusetts
$2.27M – – –
PMAS
1262
PNC Managed Account Solutions
Texas
$2.27M +$2.25M +42,773 New
MVA
1263
Mount Vernon Associates
Maryland
$2.27M – – –
FFA
1264
First Foundation Advisors
California
$2.26M +$218K +4,144 +11%
RCA
1265
Resonant Capital Advisors
Wisconsin
$2.26M +$49.8K +947 +2%
H
1266
HoyleCohen
California
$2.26M -$67.1K -1,275 -3%
1WA
1267
180 Wealth Advisors
Washington
$2.25M +$79.1K +1,504 +4%
BCM
1268
Brookstone Capital Management
Illinois
$2.25M +$866K +16,467 +64%
MCC
1269
Malaga Cove Capital
California
$2.24M -$4.95K -94 -0.2%
BMC
1270
Benin Management Corp
Connecticut
$2.23M -$132K -2,501 -6%
MCAI
1271
Members Capital Advisors Inc
Wisconsin
$2.23M – – –
RMSCM
1272
R.M. Sincerbeaux Capital Management
New York
$2.23M – – –
RPWA
1273
Regent Peak Wealth Advisors
Georgia
$2.23M +$327K +6,224 +18%
VCM
1274
Vision Capital Management
Oregon
$2.23M -$20.1K -382 -0.9%
AF
1275
Allworth Financial
California
$2.22M +$149K +2,828 +7%
49 50
51
52 53