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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
926
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.15M +$989K +11,077 New
FMI
927
F/M Investments
District of Columbia
$1.14M -$13.9K -156 -1%
VIS
928
Vega Investment Solutions
France
$1.14M +$903K +10,113 +1,144%
AIP
929
Ameritas Investment Partners
Nebraska
$1.13M -$38.4K -430 -4%
FWM
930
Forza Wealth Management
Florida
$1.13M +$12.9K +145 +1%
MGIA
931
Moneta Group Investment Advisors
Missouri
$1.13M +$146K +1,641 +18%
SMC
932
Smith, Moore & Co
Missouri
$1.13M -$3.93K -44 -0.4%
WBC
933
Westpac Banking Corp
Australia
$1.11M – – –
TA
934
Tectonic Advisors
Texas
$1.11M -$3.3K -37 -0.3%
PCS
935
Personal CFO Solutions
New Jersey
$1.11M -$18.1K -203 -2%
CIAS
936
Capital Investment Advisory Services
North Carolina
$1.11M -$239K -2,673 -20%
FUBT
937
First United Bank & Trust
Maryland
$1.09M -$43.3K -485 -4%
PA
938
Persium Advisors
Georgia
$1.09M +$92.2K +1,033 +11%
GCA
939
Greenwood Capital Associates
South Carolina
$1.09M -$824K -9,235 -47%
SW
940
SVB Wealth
Massachusetts
$1.09M -$186K -2,087 -17%
MG
941
Mather Group
Illinois
$1.09M +$70.3K +787 +8%
NDSI
942
Newman Dignan & Sheerar Inc
Rhode Island
$1.08M -$2.23K -25 -0.2%
XT
943
XTX Topco
Cayman Islands
$1.08M +$929K +10,412 New
SC
944
Sierra Capital
Florida
$1.07M – – –
EB
945
Eastern Bank
Massachusetts
$1.07M +$5.09K +57 +0.6%
NG
946
Novem Group
New York
$1.07M -$67.5K -756 -7%
VVP
947
Venture Visionary Partners
Ohio
$1.05M +$6.52K +73 +0.7%
AIM
948
Anchor Investment Management
South Carolina
$1.05M +$268 +3 +0%
MA
949
Mutual Advisors
Nebraska
$1.05M -$152K -1,701 -14%
WAM
950
Weatherly Asset Management
California
$1.05M -$18.7K -209 -2%
36 37
38
39 40