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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Mission Wealth Management
California
$24.9M +$5.83M +9,032 +26%
WPC
902
Wedmont Private Capital
Pennsylvania
$24.8M +$1.41M +2,178 +5%
MAS
903
Meeder Advisory Services
Ohio
$24.8M +$2.38M +3,695 +9%
BFS
904
Bradley Foster & Sargent
Connecticut
$24.8M +$516K +800 +2%
IFG
905
Independent Financial Group
California
$24.7M +$2.61M +4,044 +10%
TPCW
906
TD Private Client Wealth
New York
$24.7M +$1.39M +2,149 +5%
ECAM
907
East Coast Asset Management
Massachusetts
$24.6M -$462K -716 -2%
MIM
908
Morningstar Investment Management
Illinois
$24.6M +$2.65M +4,106 +11%
AUB
909
Atlantic Union Bankshares
Virginia
$24.5M -$214K -332 -0.8%
VWM
910
Venturi Wealth Management
Texas
$24.3M -$2.52M -3,912 -8%
FAB
911
First American Bank
Illinois
$24.2M +$368K +570 +1%
PAG
912
Private Advisory Group
Washington
$24.1M -$10.6M -16,460 -28%
SIMG
913
Sonora Investment Management Group
Arizona
$24.1M +$635K +984 +2%
BFC
914
Blue Fin Capital
Rhode Island
$24M -$120K -186 -0.4%
KFP
915
KMG Fiduciary Partners
Ohio
$24M -$1.42M -2,201 -5%
GCM
916
Goldstream Capital Management
Hong Kong
$24M -$3.65M -5,662 -12%
PIM
917
Provident Investment Management
Michigan
$23.9M +$26.8M +41,529 New
UAM
918
UAS Asset Management
New York
$23.9M +$214K +332 +0.8%
AP
919
Americana Partners
Texas
$23.9M +$2.82M +4,377 +12%
AWA
920
Arkadios Wealth Advisors
Georgia
$23.8M +$7.92M +12,281 +42%
PCMH
921
Polymer Capital Management (HK)
Hong Kong
$23.8M +$12.8M +19,874 +93%
SSB
922
Sandy Spring Bank
Maryland
$23.6M +$237K +367 +0.9%
RBA
923
Richard Bernstein Advisors
New York
$23.5M -$1.26M -1,949 -5%
GI
924
GAMMA Investing
California
$23.5M +$3.76M +5,829 +17%
PL
925
Parkwood LLC
Ohio
$23.4M +$9.49M +14,702 +57%
35 36
37
38 39