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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
576
Bogart Wealth LLC
Virginia
$6.17M +$1.12M +13,319 +19%
CIC
577
Chilton Investment Company
Connecticut
$6.17M -$1.08M -12,849 -13%
EWM
578
Empirical Wealth Management
Washington
$6.14M -$953K -11,361 -12%
SBIA
579
Sheaff Brock Investment Advisors
Indiana
$6.14M +$30.4K +362 +0.4%
WIC
580
WealthBridge Investment Counsel
Alberta, Canada
$6.12M +$10.1K +120 +0.1%
LOPW
581
Live Oak Private Wealth
North Carolina
$6.09M +$415K +4,945 +6%
SWM
582
Stockman Wealth Management
Montana
$6.07M +$473K +5,644 +7%
ERIM
583
Eagle Ridge Investment Management
Connecticut
$5.99M -$78.2K -932 -1%
OAM
584
Oak Asset Management
California
$5.99M +$364K +4,343 +6%
YIA
585
YHB Investment Advisors
Connecticut
$5.98M -$32.1K -383 -0.5%
BDA
586
Borer Denton & Associates
Pennsylvania
$5.98M +$368K +4,387 +6%
GT
587
Glenview Trust
Kentucky
$5.95M +$297K +3,541 +5%
AAIM
588
American Assets Investment Management
California
$5.94M – – –
TI
589
Tidal Investments
Wisconsin
$5.93M +$734K +8,755 +12%
FM
590
Foster & Motley
Ohio
$5.9M +$567K +6,757 +9%
CC
591
Centiva Capital
New York
$5.87M +$5.59M +66,636 +538%
LFAS
592
Level Four Advisory Services
Texas
$5.86M +$1.14M +13,580 +21%
WB
593
Webster Bank
Connecticut
$5.81M +$18.9K +225 +0.3%
PFM
594
Parsec Financial Management
North Carolina
$5.78M -$5.55M -66,154 -46%
IAA
595
Independent Advisor Alliance
North Carolina
$5.74M -$295K -3,522 -4%
KIC
596
Keating Investment Counselors
Florida
$5.74M +$171K +2,040 +3%
AWS
597
Atria Wealth Solutions
New York
$5.73M -$332K -3,955 -5%
BIM
598
Bridgecreek Investment Management
Oklahoma
$5.71M +$18.9K +225 +0.3%
SHGA
599
Sand Hill Global Advisors
California
$5.68M +$150K +1,791 +2%
GIA
600
GHP Investment Advisors
Colorado
$5.66M -$41.3K -492 -0.6%
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