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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1351
J.W. Coons Advisors
Ohio
$3.08M +$296K +853 +9%
RPWA
1352
Regent Peak Wealth Advisors
Georgia
$3.08M -$91.9K -265 -3%
YIH
1353
Y-Intercept (HK)
Hong Kong
$3.08M +$3.56M +10,274 New
SC
1354
Siena Capital
Ohio
$3.07M +$3.56M +10,249 New
PI
1355
Pettee Investors
Connecticut
$3.06M – – –
CWM
1356
Concentric Wealth Management
California
$3.06M +$156K +450 +5%
TIP
1357
Torray Investment Partners
Maryland
$3.06M +$1.01M +2,907 +40%
OSNBOA
1358
Old Second National Bank of Aurora
Illinois
$3.06M -$694 -2 -0%
LW
1359
Linscomb Wealth
Texas
$3.03M +$417K +1,202 +13%
SCM
1360
Shelton Capital Management
Colorado
$3.03M -$21.9K -63 -0.6%
CWM
1361
Centric Wealth Management
Illinois
$3.02M +$52K +150 +2%
CB
1362
Community Bank
New York
$3.01M -$93K -268 -3%
CIP
1363
Capital Insight Partners
Arizona
$3.01M -$39.9K -115 -1%
RFMS
1364
RWQ Financial Management Services
Florida
$3M -$3.71M -10,705 -52%
CC
1365
Corsicana & Co
Texas
$2.99M -$72.8K -210 -2%
ATC
1366
Adirondack Trust Company
New York
$2.99M +$94K +271 +3%
PWS
1367
Peterson Wealth Services
Utah
$2.99M +$442K +1,274 +15%
BWM
1368
BNC Wealth Management
Oregon
$2.99M -$572K -1,648 -14%
QPW
1369
Quantum Private Wealth
Florida
$2.98M -$22.9K -66 -0.7%
BBA
1370
Baader Bank Aktiengesellschaft
Germany
$2.97M +$47.5K +137 +1%
BRA
1371
Bender Robert & Associates
California
$2.97M +$200K +576 +6%
SWA
1372
SFMG Wealth Advisors
Texas
$2.97M +$1.54M +4,437 +81%
BWG
1373
Beta Wealth Group
California
$2.96M -$380K -1,095 -10%
DAM
1374
Diamant Asset Management
Connecticut
$2.96M -$60.7K -175 -2%
CS
1375
Capital Square
Tennessee
$2.96M +$15.6K +45 +0.5%
53 54
55
56 57