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Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
1951
Clare Market Investments
Texas
$575K -$40.5K -123 -7%
AIM
1952
Acropolis Investment Management
Missouri
$574K +$3.95K +12 +0.7%
TIM
1953
Tevis Investment Management
Texas
$574K – – –
EP
1954
Edgestream Partners
New Jersey
$573K -$26.6M -80,709 -98%
PSCM
1955
Per Stirling Capital Management
Texas
$571K +$540K +1,642 New
MMPW
1956
Mitchell McLeod Pugh & Williams
Alabama
$570K -$8.23K -25 -2%
CWA
1957
Clarity Wealth Advisors
California
$569K -$25K -76 -4%
IGWM
1958
ICA Group Wealth Management
Colorado
$569K -$466K -1,417 -46%
SAM
1959
SignalPoint Asset Management
Missouri
$568K -$1.98K -6 -0.4%
VWM
1960
Vigilare Wealth Management
Arizona
$567K +$658 +2 +0.1%
CFO
1961
Callan Family Office
Pennsylvania
$564K +$534K +1,623 New
MKC
1962
M. Kraus & Co
Vermont
$563K +$2.63K +8 +0.5%
C
1963
CEDRUS
Colorado
$562K +$8.89K +27 +2%
PWM
1964
Prentice Wealth Management
New York
$562K +$30.3K +92 +6%
SPWG
1965
Syntegra Private Wealth Group
Missouri
$562K +$532K +1,616 New
KWM
1966
Kolinsky Wealth Management
New Jersey
$560K +$20.1K +61 +4%
XT
1967
XTX Topco
Cayman Islands
$560K +$530K +1,610 New
CFP
1968
Catalyst Financial Partners
Massachusetts
$559K +$530K +1,609 New
HGWM
1969
Horst & Graben Wealth Management
Oregon
$559K – – –
HWM
1970
Hemington Wealth Management
Virginia
$559K +$13.5K +41 +3%
PSC
1971
Prentiss Smith & Co
Vermont
$558K -$411K -1,250 -44%
DU
1972
Delphia (USA)
Ontario, Canada
$557K -$54.3K -165 -9%
BIM
1973
Baldwin Investment Management
Pennsylvania
$556K -$176K -535 -25%
SAM
1974
Silphium Asset Management
United Kingdom
$556K +$98.7K +300 +23%
MCM
1975
Monument Capital Management
Virginia
$556K +$118K +358 +29%
77 78
79
80 81