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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
751
CreativeOne Wealth
Kansas
$1.43M +$778K +31,143 +105%
WANY
752
Wealthspire Advisors (New York)
New York
$1.43M -$232K -9,284 -13%
AI
753
AXS Investments
New York
$1.42M +$484K +19,376 +47%
WAM
754
Werlinich Asset Management
Connecticut
$1.42M +$418K +16,725 +38%
EHC
755
Everett Harris & Co
California
$1.4M – – –
LBC
756
Lowe Brockenbrough & Co
Virginia
$1.39M -$268K -10,732 -15%
ASBI
757
American State Bank (Iowa)
Iowa
$1.39M +$146K +5,839 +11%
LI
758
Lafayette Investments
Maryland
$1.39M +$17.9K +718 +1%
AA
759
Axiom Advisory
California
$1.38M -$640K -25,622 -32%
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
$1.38M -$254K -10,164 -15%
EWM
761
Empirical Wealth Management
Washington
$1.37M -$459K -18,377 -24%
NSAM
762
North Star Asset Management
Wisconsin
$1.37M +$2.97K +119 +0.2%
PI
763
Pettee Investors
Connecticut
$1.37M – – –
TG
764
TCW Group
California
$1.37M -$1.27M -50,765 -47%
CCM
765
Chilton Capital Management
Texas
$1.37M +$234K +9,365 +19%
OIM
766
Orca Investment Management
Oregon
$1.37M +$52.2K +2,091 +4%
GIA
767
Gladstone Institutional Advisory
Florida
$1.36M +$331K +13,270 +30%
MTIM
768
Marathon Trading Investment Management
Pennsylvania
$1.35M -$1.03M -41,399 -42%
WA
769
WealthTrust Axiom
Pennsylvania
$1.35M -$73K -2,922 -5%
FWCM
770
Ferguson Wellman Capital Management
Oregon
$1.34M -$704K -28,179 -33%
AFG
771
Argent Financial Group
Louisiana
$1.34M +$1.43M +57,123 New
1WA
772
180 Wealth Advisors
Washington
$1.32M +$184K +7,385 +15%
HH
773
Hilltop Holdings
Texas
$1.32M -$467K -18,687 -25%
TFA
774
Toth Financial Advisory
Virginia
$1.32M -$222K -8,903 -14%
FTWA
775
Fifth Third Wealth Advisors
Ohio
$1.32M -$229K -9,167 -14%
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