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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2326
VCI Wealth Management
Missouri
$1.21M +$1.11M +3,405 New
CDH
2327
Charles D. Hyman
$1.2M – – –
EPA
2328
Element Pointe Advisors
Florida
$1.2M +$25.7K +79 +2%
FIB
2329
First Interstate Bank
Montana
$1.2M -$397K -1,218 -26%
WC
2330
Waterloo Capital
Texas
$1.2M +$347K +1,066 +46%
GWM
2331
Greenwich Wealth Management
Connecticut
$1.2M +$58.9K +181 +6%
MWM
2332
Merriman Wealth Management
Washington
$1.2M +$288K +885 +35%
OFS
2333
OneAscent Financial Services
Alabama
$1.2M +$285K +876 +35%
JCM
2334
Jacobsen Capital Management
Utah
$1.19M +$14.7K +45 +1%
AFS
2335
Annapolis Financial Services
Maryland
$1.19M – – –
PPC
2336
Park Place Capital
Alabama
$1.19M -$300K -921 -22%
1WM
2337
1900 Wealth Management
Texas
$1.18M -$89.6K -275 -8%
FC
2338
Forte Capital
New York
$1.18M +$148K +455 +16%
WBC
2339
West Branch Capital
Massachusetts
$1.18M +$413K +1,269 +61%
PSF
2340
Pacific Sun Financial
California
$1.18M -$9.44K -29 -0.9%
DOA
2341
D'Orazio & Associates
Virginia
$1.18M +$136K +419 +14%
AL
2342
Arnhold LLC
New York
$1.18M – – –
CIC
2343
Chilton Investment Company
Connecticut
$1.18M +$113K +346 +12%
CSC
2344
Caldwell Sutter Capital
California
$1.18M -$3.58K -11 -0.3%
EW
2345
Element Wealth
Mississippi
$1.17M -$48.2K -148 -4%
APC
2346
Aspire Private Capital
North Carolina
$1.17M +$308K +947 +40%
KMWM
2347
Keudell/Morrison Wealth Management
Oregon
$1.17M +$178K +548 +20%
MC
2348
Matisse Capital
Oregon
$1.17M +$2.28K +7 +0.2%
GAG
2349
Goodman Advisory Group
Massachusetts
$1.17M +$188K +577 +21%
WTFG
2350
Wells Trecaso Financial Group
Ohio
$1.16M +$1.63K +5 +0.2%
92 93
94
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