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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1076
NewEdge Wealth
Pennsylvania
$1.26M -$173K -2,441 -12%
DSC
1077
Duncker Streett & Co
Missouri
$1.25M -$21.3K -300 -2%
CCM
1078
Coldstream Capital Management
Washington
$1.25M +$122K +1,715 +11%
CM
1079
Columbus Macro
Pennsylvania
$1.25M -$89.3K -1,261 -7%
PSB
1080
Piscataqua Savings Bank
New Hampshire
$1.25M – – –
WAM
1081
Westport Asset Management
Connecticut
$1.24M – – –
GCP
1082
GSA Capital Partners
United Kingdom
$1.24M +$1.26M +17,747 New
CP
1083
CenterBook Partners
Connecticut
$1.24M -$56.8K -802 -4%
JWCA
1084
J.W. Cole Advisors
Florida
$1.24M -$167K -2,351 -12%
BAM
1085
Blueshift Asset Management
New Jersey
$1.23M +$1.25M +17,628 New
SAG
1086
SageView Advisory Group
California
$1.22M +$81.4K +1,149 +7%
FCA
1087
FinTrust Capital Advisors
South Carolina
$1.22M +$25.9K +365 +2%
EWA
1088
EverSource Wealth Advisors
Alabama
$1.22M -$87.2K -1,230 -7%
NS
1089
NBC Securities
Alabama
$1.21M +$1.23M +17,337 New
SWM
1090
Spire Wealth Management
Virginia
$1.21M -$91.3K -1,288 -7%
PK
1091
Pflug Koory
Nebraska
$1.21M -$43.3K -611 -3%
PTC
1092
Private Trust Company
Ohio
$1.2M +$220K +3,103 +22%
SCM
1093
Suvretta Capital Management
New York
$1.2M – – –
AWP
1094
Accretive Wealth Partners
New Jersey
$1.2M +$26.4K +373 +2%
GVAG
1095
Great Valley Advisor Group
Delaware
$1.19M -$83.8K -1,183 -6%
OWA
1096
Octavia Wealth Advisors
Ohio
$1.19M -$9.99K -141 -0.8%
TCA
1097
Transcend Capital Advisors
New Jersey
$1.18M +$331K +4,678 +38%
BB
1098
Busey Bank
Illinois
$1.18M -$348K -4,909 -23%
MGIA
1099
Moneta Group Investment Advisors
Missouri
$1.17M +$67.5K +952 +6%
MIM
1100
Morningstar Investment Management
Illinois
$1.17M +$68.3K +964 +6%
42 43
44
45 46