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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1951
Acropolis Investment Management
Missouri
$574K +$3.95K +12 +0.7%
TIM
1952
Tevis Investment Management
Texas
$574K – – –
EP
1953
Edgestream Partners
New Jersey
$573K -$26.6M -80,709 -98%
PSCM
1954
Per Stirling Capital Management
Texas
$571K +$540K +1,642 New
MMPW
1955
Mitchell McLeod Pugh & Williams
Alabama
$570K -$8.23K -25 -2%
CWA
1956
Clarity Wealth Advisors
California
$569K -$25K -76 -4%
IGWM
1957
ICA Group Wealth Management
Colorado
$569K -$466K -1,417 -46%
SAM
1958
SignalPoint Asset Management
Missouri
$568K -$1.98K -6 -0.4%
VWM
1959
Vigilare Wealth Management
Arizona
$567K +$658 +2 +0.1%
CFO
1960
Callan Family Office
Pennsylvania
$564K +$534K +1,623 New
MKC
1961
M. Kraus & Co
Vermont
$563K +$2.63K +8 +0.5%
C
1962
CEDRUS
Colorado
$562K +$8.89K +27 +2%
PWM
1963
Prentice Wealth Management
New York
$562K +$30.3K +92 +6%
SPWG
1964
Syntegra Private Wealth Group
Missouri
$562K +$532K +1,616 New
KWM
1965
Kolinsky Wealth Management
New Jersey
$560K +$20.1K +61 +4%
XT
1966
XTX Topco
Cayman Islands
$560K +$530K +1,610 New
CFP
1967
Catalyst Financial Partners
Massachusetts
$559K +$530K +1,609 New
HGWM
1968
Horst & Graben Wealth Management
Oregon
$559K – – –
HWM
1969
Hemington Wealth Management
Virginia
$559K +$13.5K +41 +3%
PSC
1970
Prentiss Smith & Co
Vermont
$558K -$411K -1,250 -44%
DU
1971
Delphia (USA)
Ontario, Canada
$557K -$54.3K -165 -9%
BIM
1972
Baldwin Investment Management
Pennsylvania
$556K -$176K -535 -25%
SAM
1973
Silphium Asset Management
United Kingdom
$556K +$98.7K +300 +23%
MCM
1974
Monument Capital Management
Virginia
$556K +$118K +358 +29%
SAM
1975
SP Asset Management
California
$554K +$987 +3 +0.2%
77 78
79
80 81