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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
526
Silverhawk Asset Management
Arizona
$454K – – –
TI
527
Tidal Investments
Wisconsin
$453K +$6.31K +55 +1%
CCP
528
Carmel Capital Partners
California
$453K +$159K +1,383 +49%
GA
529
GoalVest Advisory
New York
$453K +$485K +4,225 New
CCA
530
Checchi Capital Advisers
California
$452K -$574 -5 -0.1%
TIS
531
Tortoise Index Solutions
Kansas
$451K +$91.4K +796 +23%
GAM
532
Grandview Asset Management
Pennsylvania
$450K -$17.2K -150 -3%
RJT
533
Raymond James Trust
Florida
$450K +$103K +901 +27%
JM
534
Jeneq Management
New York
$450K +$482K +4,200 New
UCFA
535
United Capital Financial Advisors
Texas
$449K -$161K -1,403 -25%
GSC
536
Ground Swell Capital
South Carolina
$448K +$480K +4,179 New
FFA
537
First Foundation Advisors
California
$447K -$101K -879 -17%
SFI
538
Siemens Fonds Invest
Germany
$445K – – –
IWA
539
IVC Wealth Advisors
Pennsylvania
$443K +$59.7K +520 +14%
CPC
540
Congress Park Capital
New York
$442K +$306K +2,665 +182%
OR
541
Olympiad Research
Connecticut
$441K +$236K +2,055 +99%
GBWM
542
Granite Bay Wealth Management
New Hampshire
$432K +$156K +1,355 +51%
CW
543
CreativeOne Wealth
Kansas
$431K +$461K +4,019 New
EWM
544
Empirical Wealth Management
Washington
$430K +$120K +1,042 +35%
MIM
545
Moseley Investment Management
Florida
$426K -$188K -1,638 -29%
BAM
546
Berkshire Asset Management
Pennsylvania
$420K +$20.9K +182 +5%
IWC
547
Integrated Wealth Concepts
Massachusetts
$416K +$52.2K +455 +13%
MMPW
548
Mitchell McLeod Pugh & Williams
Alabama
$412K -$8.61K -75 -2%
UB
549
UMB Bank
Missouri
$409K -$3.5M -30,531 -89%
SCP
550
Stamos Capital Partners
California
$407K +$436K +3,800 New
20 21
22
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