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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2051
Prentice Wealth Management
New York
$830K -$43.2K -703 -6%
YIM
2052
Yoffe Investment Management
Pennsylvania
$829K +$307 +5 +0%
ALAM
2053
Asahi Life Asset Management
Japan
$829K -$289K -4,706 -28%
VCM
2054
Vivaldi Capital Management
Illinois
$824K -$9.96K -162 -1%
VPI
2055
Value Partners Investments
Manitoba, Canada
$823K -$63.1K -1,027 -8%
FAN
2056
Financial Advisors Network
California
$820K -$21.3K -347 -3%
FMP
2057
Financial Management Professionals
Texas
$819K +$43.7K +711 +6%
MFWP
2058
Mosaic Family Wealth Partners
Missouri
$819K -$108K -1,757 -13%
MAM
2059
Madison Asset Management
Wisconsin
$818K – – –
ZBNA
2060
Zions Bancorporation, National Association
Utah
$817K +$27.3K +444 +4%
PAM
2061
PCG Asset Management
New Jersey
$815K -$25.5K -415 -3%
SB
2062
SIG Brokerage
New York
$815K +$722K +11,749 New
FCFC
2063
First Commonwealth Financial Corp
Pennsylvania
$814K – – –
BCP
2064
Blue Chip Partners
Michigan
$813K +$21.1K +343 +3%
AW
2065
Alteri Wealth
California
$812K +$61.8K +1,006 +9%
WA
2066
Waddell & Associates
Tennessee
$810K +$9.83K +160 +1%
PA
2067
Persium Advisors
Georgia
$807K +$19.7K +320 +3%
RCM
2068
Raleigh Capital Management
North Carolina
$807K -$38.5K -626 -5%
CA
2069
CWC Advisors
Oregon
$807K -$24.8K -404 -3%
TCBWMS
2070
Texas Capital Bank Wealth Management Services
Texas
$806K +$23.8K +388 +3%
MWA
2071
Meridian Wealth Advisors
Texas
$806K +$615 +10 +0.1%
BCM
2072
Boltwood Capital Management
California
$804K +$9.83K +160 +1%
WC
2073
Whitney & Co
New York
$801K -$1.11K -18 -0.2%
PH
2074
Pinnacle Holdings
Oklahoma
$801K -$9.46K -154 -1%
GHA
2075
Granite Harbor Advisors
Texas
$799K -$72.5K -1,180 -9%
81 82
83
84 85