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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1501
Elite Wealth Management
Washington
$3.17M -$4.07M -7,368 -57%
GCM
1502
Gables Capital Management
Florida
$3.16M -$149K -270 -5%
ILI
1503
Invesco LLC (Illinois)
Illinois
$3.15M -$166K -300 -5%
KP
1504
Keel Point
Alabama
$3.15M +$295K +534 +11%
JSC
1505
Jackson Square Capital
California
$3.13M -$3.5M -6,332 -53%
EWM
1506
Elmwood Wealth Management
California
$3.12M -$27.7K -50 -0.9%
MAWA
1507
Moss Adams Wealth Advisors
Washington
$3.12M +$295K +533 +11%
KWA
1508
Kingswood Wealth Advisors
California
$3.12M -$39.8K -72 -1%
MWM
1509
Marion Wealth Management
Pennsylvania
$3.12M +$15.5K +28 +0.5%
TRIA
1510
Trail Ridge Investment Advisors
Colorado
$3.11M -$19.4K -35 -0.6%
WCM
1511
WealthBridge Capital Management
Ohio
$3.09M -$16K -29 -0.5%
MSS
1512
Mitchell Sinkler & Starr
Pennsylvania
$3.09M +$100K +181 +3%
BWG
1513
Boomfish Wealth Group
Georgia
$3.09M +$48.1K +87 +2%
SWM
1514
Sendero Wealth Management
Texas
$3.08M -$4.98K -9 -0.2%
PP
1515
Patten & Patten
Tennessee
$3.07M -$107K -194 -3%
GIM
1516
Gold Investment Management
Alberta, Canada
$3.06M +$62.5K +113 +2%
KCM
1517
Kerusso Capital Management
North Carolina
$3.06M +$1.66K +3 +0.1%
KIC
1518
Kensington Investment Counsel
California
$3.04M -$10.5K -19 -0.4%
SFG
1519
Sovereign Financial Group
Connecticut
$3.03M +$12.7K +23 +0.4%
TWM
1520
Tolleson Wealth Management
Texas
$3.03M – – –
PSB
1521
Piscataqua Savings Bank
New Hampshire
$3.02M -$83.5K -151 -3%
MSFS
1522
Main Street Financial Solutions
Pennsylvania
$3.02M +$771K +1,395 +35%
VWM
1523
Venturi Wealth Management
Texas
$3.01M -$40.9K -74 -1%
AT
1524
Avalon Trust
New Mexico
$3.01M +$109K +197 +4%
TCG
1525
Tremblant Capital Group
Florida
$3.01M +$77.4K +140 +3%
59 60
61
62 63