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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
876
Herold Advisors
New York
$6.79M +$88.6K +236 +1%
OCM
877
One Capital Management
California
$6.77M -$705K -1,880 -10%
CRM
878
Cramer Rosenthal McGlynn
Connecticut
$6.72M -$1.16M -3,099 -15%
RBFC
879
Roman Butler Fullerton & Co
Missouri
$6.69M +$119K +318 +2%
EWA
880
EP Wealth Advisors
California
$6.68M +$4.98M +13,267 +485%
RJT
881
Raymond James Trust
Florida
$6.67M -$80.3K -214 -1%
FMWA
882
Forvis Mazars Wealth Advisors
Missouri
$6.63M +$1.29M +3,428 +26%
CI
883
Conning Inc
Connecticut
$6.62M -$519K -1,384 -8%
CA
884
Clearstead Advisors
Ohio
$6.6M +$364K +969 +6%
SFS
885
Sowell Financial Services
Arkansas
$6.57M +$296K +788 +5%
HZ
886
Hixon Zuercher
Ohio
$6.57M +$120K +321 +2%
AI
887
AXS Investments
New York
$6.54M +$90.8K +242 +1%
CCM
888
Conway Capital Management
California
$6.53M +$30.8K +82 +0.5%
CG
889
Caprock Group
Idaho
$6.52M +$19.1K +51 +0.3%
TAS
890
TIFF Advisory Services
Pennsylvania
$6.52M -$4.65M -12,402 -43%
EDRH
891
Edmond de Rothschild Holding
Switzerland
$6.5M -$180K -479 -3%
CWM
892
CMH Wealth Management
New Hampshire
$6.5M +$1.99M +5,314 +47%
LW
893
Linscomb Wealth
Texas
$6.49M -$134K -358 -2%
CCM
894
Condor Capital Management
New Jersey
$6.48M -$5.25K -14 -0.1%
MNBTD
895
Moody National Bank Trust Division
Texas
$6.46M +$8.26K +22 +0.1%
TPA
896
Trivium Point Advisory
Connecticut
$6.45M -$24.8K -66 -0.4%
ZDA
897
Zweig-DiMenna Associates
New York
$6.45M +$1.83M +4,885 +42%
CW
898
CreativeOne Wealth
Kansas
$6.44M +$853K +2,274 +16%
S
899
SignatureFD
Georgia
$6.44M +$159K +425 +3%
IAN
900
Integrated Advisors Network
Texas
$6.41M -$224K -596 -4%
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