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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Savant Capital
Illinois
$551K +$236K +1,277 +53%
GC
602
Gilbert & Cook
Iowa
$542K +$185 +1 +0%
CAU
603
Caxton Associates (UK)
$539K -$1.21M -6,572 -65%
OF
604
Optimize Financial
California
$537K +$208K +1,126 +46%
EI
605
Ellevest Inc
New York
$536K +$192K +1,037 +41%
WFC
606
Western Financial Corp
California
$531K -$934K -5,056 -59%
OHWP
607
Oak Harbor Wealth Partners
North Carolina
$526K +$234K +1,266 +57%
CI
608
Cigna Investments
Connecticut
$523K – – –
RA
609
RFG Advisory
Alabama
$523K -$363K -1,962 -36%
PCMNC
610
Piedmont Capital Management (North Carolina)
North Carolina
$521K -$554 -3 -0.1%
QI
611
Qtron Investments
Massachusetts
$518K -$277K -1,499 -30%
RWP
612
RWA Wealth Partners
Massachusetts
$517K -$157K -849 -20%
AWA
613
Aaron Wealth Advisors
Illinois
$517K -$22.7K -123 -3%
SB
614
SIG Brokerage
New York
$512K +$631K +3,413 New
NIP
615
Nicholas Investment Partners
California
$505K +$174K +942 +39%
BF
616
BOK Financial
Oklahoma
$500K +$283K +1,530 +85%
LCM
617
Landscape Capital Management
New Jersey
$500K -$3.07M -16,606 -83%
HCM
618
Howard Capital Management
Georgia
$495K -$744K -4,024 -55%
BPW
619
Bingham Private Wealth
California
$494K +$2.96K +16 +0.5%
MYLI
620
Meiji Yasuda Life Insurance
Japan
$483K – – –
MGWM
621
Marks Group Wealth Management
Minnesota
$479K +$330K +1,786 +127%
LGA
622
Lebenthal Global Advisors
New York
$479K +$108K +584 +22%
GT
623
Greenleaf Trust
Michigan
$470K -$112K -605 -16%
SWP
624
Sagespring Wealth Partners
Tennessee
$468K -$71.9K -389 -11%
PE
625
PCM Encore
Colorado
$461K +$26.1K +141 +5%
23 24
25
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