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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1126
Concentric Wealth Management
California
$3.9M -$21.3K -53 -0.5%
DIA
1127
Dana Investment Advisors
Wisconsin
$3.89M +$394K +982 +11%
AUB
1128
Atlantic Union Bankshares
Virginia
$3.87M +$563K +1,403 +17%
TAM
1129
Trust Asset Management
Texas
$3.87M – – –
NSIM
1130
North Star Investment Management
Illinois
$3.87M -$382K -952 -9%
QI
1131
Qtron Investments
Massachusetts
$3.85M – – –
TP
1132
Tranquility Partners
Tennessee
$3.85M +$89.9K +224 +2%
LBC
1133
Lawrence B. Cohen
$3.84M -$77.9K -194 -2%
WGCA
1134
Wolf Group Capital Advisors
Virginia
$3.83M -$105K -261 -3%
SIA
1135
Soltis Investment Advisors
Utah
$3.83M +$621K +1,548 +19%
SPC
1136
Sigma Planning Corp
Michigan
$3.82M +$694K +1,729 +22%
GP
1137
Greenline Partners
New York
$3.81M – – –
MWM
1138
Modera Wealth Management
New Jersey
$3.81M -$1.06M -2,652 -22%
AWA
1139
Arkadios Wealth Advisors
Georgia
$3.8M +$2.01K +5 +0.1%
LS
1140
Leelyn Smith
Illinois
$3.79M -$80.7K -201 -2%
BTWM
1141
Baker Tilly Wealth Management
Wisconsin
$3.79M -$3.14M -7,829 -45%
PA
1142
Profund Advisors
Maryland
$3.78M -$251K -626 -6%
CAM
1143
Centre Asset Management
New York
$3.78M -$134K -333 -3%
LWM
1144
Lyell Wealth Management
California
$3.77M +$222K +554 +6%
MCA
1145
Martin Capital Advisors
Texas
$3.77M +$48.6K +121 +1%
CUAMC
1146
China Universal Asset Management Company
China
$3.76M – – –
PCA
1147
Peddock Capital Advisors
Massachusetts
$3.74M +$4.42K +11 +0.1%
BO
1148
Bank OZK
Arkansas
$3.72M -$301K -750 -7%
PFS
1149
Prospera Financial Services
Texas
$3.72M +$86.7K +216 +2%
AWAU
1150
Alliance Wealth Advisors (Utah)
Utah
$3.72M +$130K +324 +4%
44 45
46
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