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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
976
Beach Investment Counsel
Pennsylvania
$539K – – –
AWA
977
Aaron Wealth Advisors
Illinois
$539K -$244 -1 -0%
CFD
978
Creative Financial Designs
Indiana
$537K -$3.9K -16 -0.7%
WTB
979
Washington Trust Bank
Washington
$536K +$122K +500 +27%
WPA
980
West Paces Advisors
Georgia
$532K -$49K -201 -8%
EH
981
Equitable Holdings
New York
$531K +$9.03K +37 +2%
RZH
982
Relyea Zuckerberg Hanson
Connecticut
$531K -$16.6K -68 -3%
KWM
983
Keebeck Wealth Management
Illinois
$530K -$976 -4 -0.2%
IPW
984
Inlet Private Wealth
Florida
$530K – – –
HWMG
985
Hurlow Wealth Management Group
Indiana
$529K – – –
CAMV
986
Concord Asset Management (Virginia)
Virginia
$529K +$560K +2,296 New
EFS
987
Essex Financial Services
Connecticut
$527K +$976 +4 +0.2%
WSTAM
988
Wilbanks Smith & Thomas Asset Management
Virginia
$527K +$8.3K +34 +2%
MMA
989
Miracle Mile Advisors
California
$525K -$12.7K -52 -2%
LWAM
990
Legacy Wealth Asset Management
Minnesota
$523K +$2.2K +9 +0.4%
CAM
991
Close Asset Management
United Kingdom
$523K +$107K +440 +24%
FAFN
992
First Affirmative Financial Network
Colorado
$521K +$71.7K +294 +15%
GIA
993
Gladstone Institutional Advisory
Florida
$521K -$83.9K -344 -13%
CRWM
994
Castle Rock Wealth Management
California
$520K +$73.2K +300 +16%
DI
995
DFPG Investments
Utah
$518K -$56.4K -231 -9%
ESCM
996
Echo Street Capital Management
New York
$517K -$749K -3,070 -58%
SDAM
997
Shulman DeMeo Asset Management
New York
$515K -$19K -78 -3%
SSW
998
Smith Shellnut Wilson
Mississippi
$515K – – –
DDC
999
DF Dent & Co
Maryland
$510K -$488 -2 -0.1%
SCM
1000
Shelton Capital Management
Colorado
$509K – – –
38 39
40
41 42