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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1226
Modern Wealth Management
Kansas
$365K +$20K +260 +5%
CLIP
1227
Colter Lewis Investment Partners
Connecticut
$363K +$390K +5,058 New
CRC
1228
Curi RMB Capital
Illinois
$362K +$30.7K +399 +9%
YIA
1229
YHB Investment Advisors
Connecticut
$362K -$12.8K -166 -3%
SGI
1230
Summit Global Investments
Utah
$361K -$47.4K -615 -11%
TFIPS
1231
Towarzystwo Funduszy Inwestycyjnych PZU SA
$361K -$57.6K -748 -13%
AA
1232
Alta Advisers
United Kingdom
$360K – – –
BMCM
1233
Bryn Mawr Capital Management
Pennsylvania
$359K +$87.5K +1,136 +29%
FP
1234
Factorial Partners
New York
$359K – – –
GITFIT
1235
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$359K +$77K +1,000 +25%
MYLI
1236
Meiji Yasuda Life Insurance
Japan
$359K +$385K +4,998 New
HGA
1237
Hobbs Group Advisors
South Carolina
$358K -$35K -454 -8%
SEP
1238
Southland Equity Partners
Missouri
$358K -$11.2K -145 -3%
RSWM
1239
Robertson Stephens Wealth Management
California
$358K -$9.32K -121 -2%
GAB
1240
German American Bancorp
Indiana
$357K +$383K +4,975 New
KCM
1241
Kathmere Capital Management
Pennsylvania
$356K -$149K -1,931 -28%
APG
1242
Abacus Planning Group
South Carolina
$356K -$49.1K -638 -11%
NCM
1243
Northside Capital Management
Oregon
$356K +$16.2K +210 +4%
CIAS
1244
CFS Investment Advisory Services
New Jersey
$355K +$37.2K +483 +12%
RIA
1245
Regal Investment Advisors
Michigan
$355K -$71.6K -930 -16%
MPG
1246
My Portfolio Guide
California
$354K +$380K +4,934 New
AWM
1247
Accurate Wealth Management
Florida
$354K +$344K +4,460 New
PCA
1248
Prosperity Capital Advisors
Ohio
$352K -$385K -4,993 -50%
TC
1249
Truvestments Capital
Florida
$352K – – –
CPA
1250
Capital Performance Advisors
California
$350K +$13.2K +171 +4%
48 49
50
51 52