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Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1876
Avidian Wealth Enterprises
Texas
$2.54M +$88.5K +276 +4%
WAS
1877
Winch Advisory Services
Wisconsin
$2.54M +$86.3K +269 +4%
TCM
1878
Teza Capital Management
Illinois
$2.54M -$3.83M -11,941 -62%
SC
1879
Slow Capital
California
$2.53M +$54.9K +171 +2%
KMWM
1880
Keudell/Morrison Wealth Management
Oregon
$2.52M -$106K -331 -4%
SWM
1881
Segment Wealth Management
Texas
$2.52M +$6.09K +19 +0.3%
AA
1882
Altman Advisors
Illinois
$2.52M +$77K +240 +4%
OSNBOA
1883
Old Second National Bank of Aurora
Illinois
$2.52M +$16K +50 +0.7%
DWT
1884
Dorsey & Whitney Trust
South Dakota
$2.51M -$141K -441 -6%
BCCM
1885
Bridge Creek Capital Management
Massachusetts
$2.49M -$16K -50 -0.7%
CM
1886
Capula Management
Cayman Islands
$2.49M -$2.01M -6,280 -47%
FMBTD
1887
First Midwest Bank Trust Division
Illinois
$2.49M +$5.13K +16 +0.2%
CWA
1888
Clarity Wealth Advisors
California
$2.49M +$35.3K +110 +2%
PL
1889
Plancorp LLC
Missouri
$2.48M +$579K +1,804 +34%
AFS
1890
Aft Forsyth & Sober
Florida
$2.48M – – –
CJA
1891
C-J Advisory
California
$2.48M – – –
CRC
1892
Curi RMB Capital
Illinois
$2.47M – – –
EGA
1893
E&G Advisors
Texas
$2.47M -$2.28M -7,107 Closed
MHC
1894
Meyer Handelman Company
New York
$2.47M – – –
TWI
1895
Thomas White International
Illinois
$2.46M – – –
STC
1896
Sarah T. Connolly
$2.46M +$40.1K +125 +2%
NAM
1897
NTV Asset Management
West Virginia
$2.46M – – –
SIA
1898
Soltis Investment Advisors
Utah
$2.46M +$559K +1,743 +33%
LDB
1899
Lee, Danner & Bass
Tennessee
$2.45M +$1.03M +3,222 +84%
WFI
1900
West Family Investments
California
$2.45M +$2.26M +7,052 New
74 75
76
77 78