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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1351
Venturi Wealth Management
Texas
$5.38M -$53.4K -164 -1%
CWG
1352
Cornerstone Wealth Group
North Carolina
$5.37M +$1.33M +4,088 +37%
ICG
1353
InterOcean Capital Group
Tennessee
$5.37M -$22.5K -69 -0.5%
PCM
1354
Penserra Capital Management
California
$5.37M +$755K +2,317 +18%
IWA
1355
IBEX Wealth Advisors
New Jersey
$5.37M +$2.44M +7,485 +100%
TCM
1356
Tegean Capital Management
New York
$5.31M -$1.63M -5,000 -25%
QFA
1357
Quattro Financial Advisors
Texas
$5.31M -$1.51M -4,646 -93%
KM
1358
KP Management
Minnesota
$5.31M +$4.88M +15,000 New
CIC
1359
Cornercap Investment Counsel
Georgia
$5.31M +$199K +611 +4%
JRP
1360
Jasper Ridge Partners
California
$5.3M – – –
NFG
1361
Nations Financial Group
Iowa
$5.3M +$148K +456 +3%
CIP
1362
Capital Insight Partners
Arizona
$5.3M +$27.7K +85 +0.6%
PCA
1363
Pallas Capital Advisors
Massachusetts
$5.3M +$172K +529 +4%
CWC
1364
Carolinas Wealth Consulting
North Carolina
$5.29M +$65.1K +200 +1%
SIA
1365
Strategic Investment Advisors
Michigan
$5.29M +$967K +2,968 +25%
CRM
1366
Cramer Rosenthal McGlynn
Connecticut
$5.27M -$1.78M -5,467 -27%
BOSSRA
1367
B.O.S.S. Retirement Advisors
Utah
$5.26M +$440K +1,352 +10%
GI
1368
GAMMA Investing
California
$5.26M +$4.39M +13,483 New
FMWA
1369
Forvis Mazars Wealth Advisors
Missouri
$5.26M -$161K -493 -3%
OCM
1370
Octahedron Capital Management
California
$5.26M +$814K +2,500 +20%
CWP
1371
Capital Wealth Planning
Florida
$5.24M -$305K -936 -6%
CA
1372
Cornerstone Advisory
Maryland
$5.23M +$227K +698 +5%
LC
1373
Lindbrook Capital
California
$5.21M +$638K +1,960 +15%
ATIA
1374
American Trust Investment Advisors
New Hampshire
$5.2M -$125K -384 -3%
AAM
1375
Auxier Asset Management
Oregon
$5.18M -$45.6K -140 -0.9%
53 54
55
56 57