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Name Holding Trade Value Shares
Change 		Change in
Stake
CD
651
Chapin Davis
Maryland
$598K +$111K +10,000 +26%
WI
652
Wintrust Investments
Illinois
$594K -$77.8K -6,993 -13%
RWA
653
Redmont Wealth Advisors
Illinois
$589K +$67.3K +6,048 +14%
LWAM
654
Legacy Wealth Asset Management
Minnesota
$586K +$1.59K +143 +0.3%
OAM
655
Occidental Asset Management
California
$585K +$1.01K +91 +0.2%
TFGT
656
TS Financial Group (TSFG)
Illinois
$582K -$10.3K -930 -2%
CWC
657
Carolinas Wealth Consulting
North Carolina
$578K -$495K -44,446 -48%
KWM
658
Kaydan Wealth Management
Michigan
$578K +$80K +7,192 +18%
BAM
659
BOS Asset Management
Illinois
$578K -$5.78K -519 -1%
VNA
660
Valley National Advisers
Pennsylvania
$576K -$310K -27,872 -37%
CIG
661
Cairn Investment Group
Washington
$575K – – –
SIG
662
Stonegate Investment Group
Alabama
$572K -$51.8K -4,655 -9%
GC
663
Gilbert & Cook
Iowa
$569K +$20.4K +1,836 +4%
VHAM
664
Van Hulzen Asset Management
California
$568K +$7.4K +665 +1%
LA
665
Legacy Advisors
Pennsylvania
$567K +$175K +15,743 +51%
WA
666
WealthTrust Axiom
Pennsylvania
$567K -$354K -31,805 -41%
CGH
667
CMG Global Holdings
Texas
$564K -$433K -38,870 -46%
WHG
668
Westwood Holdings Group
Texas
$564K -$899K -80,810 -64%
VCM
669
Virtue Capital Management
Tennessee
$563K -$95.7K -8,604 -15%
CWA
670
Centennial Wealth Advisory
Michigan
$562K -$11.1K -997 -2%
IGAM
671
iA Global Asset Management
Quebec, Canada
$561K +$189K +17,019 +59%
CSPIA
672
Cary Street Partners Investment Advisory
Virginia
$560K -$727K -65,334 -59%
EWA
673
Etesian Wealth Advisors
Oregon
$560K -$6.43K -578 -1%
CCIA
674
Campbell & Co Investment Adviser
Maryland
$559K +$158K +14,198 +45%
RSWM
675
Robertson Stephens Wealth Management
California
$558K +$89.8K +8,074 +21%
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