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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Angeles Wealth Management
California
$309K +$35K +328 +13%
CAM
852
Carret Asset Management
New York
$309K -$86.1K -807 -23%
RPWA
853
Regent Peak Wealth Advisors
Georgia
$308K +$16.8K +157 +6%
BWA
854
Basecamp Wealth Advisors
Washington
$308K – – –
FCBT
855
First Citizens Bank & Trust
North Carolina
$307K +$1.49K +14 +0.5%
RFA
856
Reyes Financial Architecture
California
$307K -$8.43K -79 -3%
BMCM
857
Burns Matteson Capital Management
New York
$306K +$7.79K +73 +3%
CA
858
Claro Advisors
Massachusetts
$305K -$4.8K -45 -2%
BPWM
859
Badgley Phelps Wealth Managers
Washington
$305K +$2.35K +22 +0.8%
LFIA
860
Legacy Financial Independent Advisors
Kentucky
$304K -$6.51K -61 -2%
TCIIS
861
TIAA-CREF Individual & Institutional Services
New York
$303K -$7.9K -74 -3%
PA
862
Probity Advisors
Texas
$302K -$4.91K -46 -2%
KWM
863
Kingsview Wealth Management
Oregon
$302K +$288K +2,698 New
ZIM
864
Zacks Investment Management
Illinois
$301K -$5.97K -56 -2%
BTI
865
Blue Trust Inc
Georgia
$301K +$52.3K +490 +22%
BFG
866
Beacon Financial Group
Texas
$300K – – –
BCM
867
Brookstone Capital Management
Illinois
$300K -$11.9K -112 -4%
PA
868
Pinnacle Associates
New York
$298K +$47.2K +442 +20%
SCTC
869
Sanibel Captiva Trust Company
Florida
$295K +$282K +2,643 New
CAG
870
Csenge Advisory Group
Florida
$295K -$3.2K -30 -1%
PDL
871
Portfolio Design Labs
California
$294K -$2.03K -19 -0.7%
VDI
872
Vaughan David Investments
Illinois
$292K -$21.3K -200 -7%
AWM
873
Avior Wealth Management
Nebraska
$291K +$26K +244 +10%
ACH
874
ArrowMark Colorado Holdings
Colorado
$291K – – –
PFP
875
Paragon Financial Partners
California
$289K +$107 +1 +0%
33 34
35
36 37