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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Calamos Wealth Management
Illinois
$1.63M +$146K +1,396 +12%
SCM
1502
Schnieders Capital Management
California
$1.62M -$9.82K -94 -0.7%
DCM
1503
Donaldson Capital Management
Indiana
$1.61M +$18.8K +180 +1%
SVWAG
1504
Sound View Wealth Advisors Group
Georgia
$1.6M -$57.2K -548 -4%
FLI
1505
Family Legacy Inc
South Carolina
$1.6M -$119K -1,143 -8%
BFWM
1506
Bright Futures Wealth Management
New York
$1.6M +$1.64M +15,693 New
NAS
1507
Nicolet Advisory Services
Wisconsin
$1.6M -$4.6K -44 -0.3%
LPT
1508
Legacy Private Trust
Wisconsin
$1.6M +$28.6K +274 +2%
RA
1509
RFG Advisory
Alabama
$1.6M -$107K -1,024 -7%
RMCM
1510
Reynders McVeigh Capital Management
Massachusetts
$1.59M -$82.5K -790 -6%
PFA
1511
Pure Financial Advisors
California
$1.59M -$125K -1,199 -8%
CPW
1512
Cove Private Wealth
New York
$1.59M – – –
WA1
1513
Wimmer Associates 1
California
$1.59M +$7.42K +71 +0.6%
BWG
1514
Boomfish Wealth Group
Georgia
$1.58M -$50.1K -480 -4%
DA
1515
Dash Acquisitions
California
$1.58M +$112K +1,077 +8%
NGA
1516
Naples Global Advisors
Florida
$1.58M -$12.5K -120 -0.9%
CIA
1517
Cape Investment Advisory
Georgia
$1.57M -$44K -421 -3%
LIA
1518
LBMC Investment Advisors
Tennessee
$1.56M +$239K +2,286 +22%
FGAM
1519
Financial Gravity Asset Management
Texas
$1.56M – – –
WPC
1520
Wedmont Private Capital
Pennsylvania
$1.55M +$86.7K +830 +7%
GITFIT
1521
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.55M +$78.7K +753 +6%
BOSSRA
1522
B.O.S.S. Retirement Advisors
Utah
$1.55M -$126K -1,210 -7%
ODG
1523
O'Dell Group
Ohio
$1.55M -$19.5K -187 -1%
EFH
1524
Eaton Financial Holdings
Florida
$1.54M +$15.3K +146 +1%
ATC
1525
Adirondack Trust Company
New York
$1.54M -$10.3K -99 -0.8%
59 60
61
62 63