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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1176
Centaurus Financial
California
$969K +$339K +7,848 +55%
AAM
1177
Ascension Asset Management
New York
$967K +$47.5K +1,100 +5%
CPO
1178
Cerity Partners OCIO
New York
$965K -$23K -533 -2%
PIM
1179
Provident Investment Management
Michigan
$965K – – –
CWSR
1180
Chessman Wealth Strategies RIA
Texas
$964K +$950K +21,987 New
SWK
1181
Stephen W. Kidder
$959K -$10.8K -250 -1%
CIC
1182
Cornercap Investment Counsel
Georgia
$959K +$103K +2,389 +12%
EWA
1183
EP Wealth Advisors
California
$957K +$55.7K +1,290 +6%
KS
1184
Karpas Strategies
Connecticut
$952K – – –
1WA
1185
180 Wealth Advisors
Washington
$951K -$121K -2,804 -11%
BCB
1186
Brian C. Broderick
$945K – – –
BBP
1187
Banco BTG Pactual
Brazil
$945K +$314K +7,270 +51%
JIC
1188
Joel Isaacson & Co
New York
$944K -$24.7K -571 -3%
MC
1189
Montag & Caldwell
Georgia
$941K -$86.4K -2,000 -9%
HRC
1190
Hoertkorn Richard Charles
$941K -$49.7K -1,150 -5%
FDS
1191
Freedom Day Solutions
Texas
$939K +$13.2K +305 +1%
FFBTD
1192
First Financial Bank - Trust Division
Ohio
$939K +$46.2K +1,069 +5%
WAM
1193
Weatherly Asset Management
California
$935K +$1.21K +28 +0.1%
HCM
1194
Hall Capital Management
Rhode Island
$935K +$9.07K +210 +1%
FPCG
1195
Fort Pitt Capital Group
Pennsylvania
$932K -$306K -7,083 -25%
CRC
1196
Curi RMB Capital
Illinois
$928K +$50.1K +1,161 +6%
TW
1197
Transform Wealth
Colorado
$925K -$99.3K -2,300 -10%
LKIM
1198
Lawson Kroeker Investment Management
Nebraska
$925K -$21.6K -500 -2%
AWA
1199
ARS Wealth Advisors
Florida
$925K +$79.6K +1,843 +10%
DWM
1200
Darwin Wealth Management
Florida
$918K +$684K +15,830 +308%
46 47
48
49 50