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Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
626
Kera Capital Partners
California
$747K +$246K +1,227 +68%
SSWM
627
Sheets Smith Wealth Management
North Carolina
$741K +$603K +3,004 New
SCTC
628
Sanibel Captiva Trust Company
Florida
$729K +$593K +2,958 New
BIG
629
Brooklyn Investment Group
New York
$723K +$153K +765 +35%
ECM
630
Evergreen Capital Management
Washington
$713K +$114K +567 +24%
UWS
631
Unique Wealth Strategies
Illinois
$708K -$75.6K -377 -12%
GRP
632
Global Retirement Partners
California
$707K +$575K +2,869 New
EW
633
Evoke Wealth
California
$705K +$574K +2,860 New
OC
634
Oppenheimer & Co
New York
$701K +$215K +1,073 +61%
VCM
635
Versant Capital Management
Arizona
$691K +$46.7K +233 +9%
NS
636
NBC Securities
Alabama
$674K -$195K -971 -26%
GIM
637
Glenmede Investment Management
Pennsylvania
$673K +$548K +2,731 New
LJAC
638
L.J. Altfest & Co
New York
$670K -$63.4K -316 -10%
PFA
639
Petra Financial Advisors
Colorado
$667K +$543K +2,705 New
OL
640
Optas LLC
Texas
$658K +$279K +1,393 +109%
CPA
641
Capital Performance Advisors
California
$652K +$117K +585 +28%
KRW
642
Kaufman Rossin Wealth
Florida
$651K -$31.3K -156 -6%
RWM
643
Ritholtz Wealth Management
New York
$650K +$265K +1,323 +101%
CA
644
Clearstead Advisors
Ohio
$648K +$392K +1,953 +289%
WC
645
Waterloo Capital
Texas
$645K +$525K +2,615 New
PCM
646
Park Capital Management
Wisconsin
$642K +$523K +2,606 New
AFT
647
Alpha Family Trust
California
$641K +$203K +1,010 +64%
SC
648
Savant Capital
Illinois
$639K +$159K +792 +44%
EWA
649
EP Wealth Advisors
California
$625K -$614K -3,060 -55%
IAA
650
Independent Advisor Alliance
North Carolina
$624K +$40.5K +202 +9%
24 25
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