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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
976
Transform Wealth
Colorado
$6.56M +$221K +486 +3%
PCA
977
Pallas Capital Advisors
Massachusetts
$6.56M +$300K +658 +5%
CAG
978
Crestwood Advisors Group
Massachusetts
$6.55M -$26.9K -59 -0.4%
HWAM
979
Hennion & Walsh Asset Management
New Jersey
$6.55M +$745K +1,635 +12%
RBFC
980
Roman Butler Fullerton & Co
Missouri
$6.54M -$1.11M -2,428 -14%
CS
981
Cannell & Spears
New York
$6.54M +$33.7K +74 +0.5%
PCM
982
Poehling Capital Management
Wisconsin
$6.54M -$27.3K -60 -0.4%
PGWM
983
Parisi Gray Wealth Management
New Jersey
$6.53M -$142K -311 -2%
VSQM
984
V-Square Quantitative Management
Illinois
$6.5M -$88.8K -195 -1%
WIM
985
WealthPlan Investment Management
Nebraska
$6.5M +$160K +351 +2%
FNBOO
986
First National Bank of Omaha
Nebraska
$6.49M +$1.01M +2,223 +18%
CI
987
CX Institutional
Indiana
$6.49M -$33.3K -73 -0.5%
MS
988
Marshall & Sullivan
Washington
$6.47M -$198K -435 -3%
FPB
989
First PREMIER Bank
South Dakota
$6.46M -$6.83K -15 -0.1%
MWA
990
Moser Wealth Advisors
Washington
$6.46M +$70.6K +155 +1%
PGIM
991
Pacific Global Investment Management
California
$6.46M +$6.83K +15 +0.1%
AWM
992
Axxcess Wealth Management
California
$6.45M +$528K +1,158 +9%
CAM
993
ClariVest Asset Management
California
$6.44M -$73.8K -162 -1%
FSA
994
Fort Sheridan Advisors
Illinois
$6.44M +$388K +852 +6%
FWCM
995
Ferguson Wellman Capital Management
Oregon
$6.43M +$90.2K +198 +1%
LJHT
996
Laurie J. Hall Trustee
$6.43M -$3.64K -8 -0.1%
HHAA
997
Henry H. Armstrong Associates
Pennsylvania
$6.42M -$5.01K -11 -0.1%
PWG
998
Portside Wealth Group
Utah
$6.41M -$230K -504 -3%
RPC
999
Rossmore Private Capital
Connecticut
$6.4M +$137K +301 +2%
IWC
1000
Integrated Wealth Concepts
Massachusetts
$6.39M -$955K -2,097 -13%
38 39
40
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