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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1676
LVW Advisors
New York
$862K +$26.4K +84 +3%
OFS
1677
OneAscent Financial Services
Alabama
$861K +$557K +1,772 +140%
AWM
1678
Aprio Wealth Management
Georgia
$855K +$429K +1,365 +83%
TWM
1679
TRB Wealth Management
Texas
$854K +$945K +3,006 New
IIC
1680
Ironwood Investment Counsel
Arizona
$854K +$231K +734 +32%
CUAMC
1681
China Universal Asset Management Company
China
$854K +$75.1K +239 +9%
EA
1682
Everpar Advisors
Oklahoma
$854K +$188K +599 +25%
MUAMU
1683
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$851K -$629K -2,000 -40%
MMHP
1684
Murphy Middleton Hinkle & Parker
Georgia
$850K +$942K +2,996 New
CCM
1685
Check Capital Management
California
$848K -$78.6K -250 -8%
SCA
1686
St. Clair Advisors
Ohio
$848K – – –
OL
1687
OneFund LLC
Florida
$848K -$84.2K -268 -8%
TCBWMS
1688
Texas Capital Bank Wealth Management Services
Texas
$847K +$82K +261 +10%
KNW
1689
Kesler Norman & Wride
Utah
$844K +$260K +826 +38%
AAS
1690
AdviceOne Advisory Services
Connecticut
$844K +$17K +54 +2%
PIP
1691
Peachtree Investment Partners
Florida
$844K -$90.5K -288 -9%
GWM
1692
Gibbs Wealth Management
Georgia
$841K +$615K +1,958 +194%
IPAM
1693
Investment Partners Asset Management
New Jersey
$841K – – –
RDWM
1694
Red Door Wealth Management
Tennessee
$839K +$10.4K +33 +1%
BIG
1695
Brookwood Investment Group
Arizona
$835K -$83K -264 -8%
CC
1696
Clearwave Capital
California
$835K +$69.8K +222 +8%
AFW
1697
Avantra Family Wealth
Pennsylvania
$835K -$9.11K -29 -1%
ZI
1698
ZEGA Investments
Florida
$834K -$234K -746 -20%
PIA
1699
Pinion Investment Advisors
Kansas
$833K +$429K +1,366 +87%
FAMI
1700
Fideuram Asset Management (Ireland)
$830K -$2.92M -9,290 -78%
66 67
68
69 70