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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1901
TCI Wealth Advisors
Arizona
$599K -$1.75K -19 -0.3%
AIM
1902
Access Investment Management
Georgia
$598K – – –
SC
1903
Syon Capital
California
$598K -$115K -1,251 -17%
AA
1904
Addison Advisors
Vermont
$596K -$18.5K -201 -3%
IIM
1905
Ipswich Investment Management
Massachusetts
$596K -$4.14K -45 -0.7%
CCG
1906
Catalina Capital Group
California
$596K +$97.6K +1,061 +21%
BFM
1907
Boston Financial Management
Massachusetts
$596K -$86.2K -937 -13%
PWM
1908
PBMares Wealth Management
Virginia
$595K -$10.6K -115 -2%
ZCI
1909
Zevenbergen Capital Investments
Washington
$595K -$179K -1,950 -24%
CWA
1910
Clarity Wealth Advisors
California
$593K -$12.5K -136 -2%
NCTC
1911
New Covenant Trust Company
Indiana
$591K +$52.9K +575 +10%
MGWM
1912
Marks Group Wealth Management
Minnesota
$590K -$2.39K -26 -0.4%
DSC
1913
Duncker Streett & Co
Missouri
$589K -$461K -5,012 -45%
1IA
1914
1620 Investment Advisors
Massachusetts
$589K +$9.57K +104 +2%
GLR
1915
Great Lakes Retirement
Ohio
$589K +$43.9K +477 +8%
WIM
1916
Westside Investment Management
California
$587K +$1.01K +11 +0.2%
PL
1917
Plancorp LLC
Missouri
$585K -$10.1K -110 -2%
GA
1918
Geller Advisors
New York
$583K +$95.3K +1,036 +21%
PGWM
1919
Parisi Gray Wealth Management
New Jersey
$582K -$20K -217 -3%
CC
1920
Callan Capital
California
$582K +$34K +369 +6%
CWM
1921
Connecticut Wealth Management
Connecticut
$582K -$137K -1,488 -20%
AAP
1922
Arax Advisory Partners
Colorado
$581K +$6.53K +71 +1%
KTA
1923
Keeley-Teton Advisors
Illinois
$581K – – –
HBW
1924
Hazlett, Burt & Watson
West Virginia
$580K -$91.2K -991 -14%
OFS
1925
OneAscent Financial Services
Alabama
$580K +$554K +6,026 New
75 76
77
78 79