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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
751
Mendel Money Management
Illinois
$1.07M +$11.7K +50 +1%
STC
752
Sarah T. Connolly
$1.07M -$117K -500 -10%
DAS
753
Dynamic Advisor Solutions
Arizona
$1.06M +$1.02M +4,357 New
SAM
754
Synergy Asset Management
Washington
$1.06M +$1.02M +4,355 New
RP
755
Rowlandmiller & Partners
Georgia
$1.06M +$1.4K +6 +0.1%
WANY
756
Wealthspire Advisors (New York)
New York
$1.06M -$252K -1,078 -20%
CGL
757
Clarius Group LLC
Washington
$1.06M +$18.2K +78 +2%
MWM
758
Modera Wealth Management
New Jersey
$1.05M -$13.5K -58 -1%
DWP
759
Daymark Wealth Partners
Ohio
$1.05M +$443K +1,897 +79%
NW
760
NewEdge Wealth
Pennsylvania
$1.05M +$68.6K +294 +7%
IEFM
761
IQ EQ Fund Management
Ireland
$1.05M -$39.9K -171 -4%
HCA
762
Harbour Capital Advisors
Virginia
$1.05M – – –
HIC
763
Holderness Investments Company
North Carolina
$1.04M -$11.7K -50 -1%
S
764
SimplyRich
California
$1.04M – – –
LB
765
Legacy Bridge
Iowa
$1.04M -$222K -951 -18%
FSA
766
Franklin Street Advisors
North Carolina
$1.03M – – –
FM
767
Foster & Motley
Ohio
$1.03M +$3.03K +13 +0.3%
RWA
768
River Wealth Advisors
Pennsylvania
$1.03M +$4.67K +20 +0.5%
BJL
769
Brighton Jones LLC
Washington
$1.03M +$36.4K +156 +4%
OIA
770
Optimum Investment Advisors
Illinois
$1.02M -$17.5K -75 -2%
WEG
771
World Equity Group
Illinois
$1.02M +$9.96M +42,702 New
BFC
772
Bedel Financial Consulting
Indiana
$1.02M +$1.87K +8 +0.2%
MIA
773
MainStreet Investment Advisors
Illinois
$1.01M -$52.3K -224 -5%
GWM
774
GSB Wealth Management
Connecticut
$1.01M -$13.8K -59 -1%
BP
775
BBR Partners
New York
$1.01M -$31.7K -136 -3%
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