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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
976
CFM Wealth Partners
Texas
$7.69M +$478K +1,255 +7%
TWMP
977
Taylor Wealth Management Partners
Massachusetts
$7.67M +$22.8K +60 +0.3%
AWM
978
Avitas Wealth Management
California
$7.66M +$167K +439 +2%
VT
979
Vise Technologies
New York
$7.66M +$7.03M +18,463 New
BA
980
Bristlecone Advisors
Washington
$7.65M -$646K -1,697 -8%
EIM
981
Essex Investment Management
Massachusetts
$7.65M -$1.49M -3,917 -18%
JC
982
JBF Capital
Colorado
$7.64M -$10.8M -28,300 -61%
CRC
983
Curi RMB Capital
Illinois
$7.62M -$699K -1,837 -9%
PA
984
Procyon Advisors
Connecticut
$7.61M +$312K +820 +5%
VFA
985
Valeo Financial Advisors
Indiana
$7.6M +$690K +1,812 +11%
HWAM
986
Hennion & Walsh Asset Management
New Jersey
$7.6M +$581K +1,527 +9%
RM
987
Resource Management
Louisiana
$7.59M +$67.8K +178 +1%
SS
988
Simplicity Solutions
Minnesota
$7.59M +$3.14M +8,235 +82%
JAM
989
JCIC Asset Management
Ontario, Canada
$7.58M -$1.9K -5 -0%
TCM
990
Telos Capital Management
California
$7.54M -$18.7K -49 -0.3%
AAIM
991
Asset Advisors Investment Management
Georgia
$7.49M +$108K +285 +2%
MCC
992
Money Concepts Capital
Florida
$7.48M +$6.86M +18,023 New
SCA
993
Stokes Capital Advisors
South Carolina
$7.47M -$288K -757 -4%
AWAG
994
ARS Wealth Advisors Group
Florida
$7.43M -$393K -1,032 -5%
HIP
995
Harrell Investment Partners
Texas
$7.43M +$94.4K +248 +1%
PJSIMP
996
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.41M -$142K -374 -2%
IRF
997
IBM Retirement Fund
New York
$7.36M -$4.7M -12,359 -41%
HC
998
Hourglass Capital
Texas
$7.35M -$1.7M -4,473 -20%
FFA
999
First Foundation Advisors
California
$7.33M +$51.8K +136 +0.8%
AAMA
1000
Advanced Asset Management Advisors
Ohio
$7.31M – – –
38 39
40
41 42