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Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
3476
Texas Capital Bancshares
Texas
$892K +$18.9K +88 +2%
WCM
3477
Windham Capital Management
Massachusetts
$890K – – –
CC
3478
Criteria Caixa
Spain
$890K – – –
OWA
3479
One Wealth Advisors
California
$889K -$126K -587 -13%
P
3480
&Partners
Tennessee
$888K +$58.1K +270 +7%
TF
3481
TLWM Financial
Texas
$887K +$27.5K +128 +3%
LWMG
3482
Levy Wealth Management Group
Pennsylvania
$884K +$855K +3,974 New
SPAS
3483
Spectrum Planning & Advisory Services
California
$884K +$855K +3,974 New
OWM
3484
Opes Wealth Management
California
$881K -$176K -819 -17%
CAM
3485
Crestone Asset Management
Colorado
$881K -$41.1K -191 -5%
FFWM
3486
Future Financial Wealth Management
Ohio
$879K +$850K +3,953 New
SWP
3487
ShoreHaven Wealth Partners
New Jersey
$878K +$849K +3,947 New
PRC
3488
Pearl River Capital
Michigan
$874K -$1.91M -8,886 -69%
BAMG
3489
Brand Asset Management Group
Missouri
$873K -$255K -1,185 -23%
SFM
3490
Systematic Financial Management
New Jersey
$872K – – –
KAM
3491
Karani Asset Management
New York
$872K +$173K +806 +26%
GWM
3492
Greenhouse Wealth Management
Connecticut
$871K +$842K +3,914 New
CBOR
3493
Community Bank of Raymore
Missouri
$868K +$7.53K +35 +0.9%
NCG
3494
Newport Capital Group
New Jersey
$868K +$839K +3,902 New
RWRC
3495
R.W. Roge & Company
New York
$854K – – –
SPI
3496
Santori & Peters Inc
Pennsylvania
$850K +$215 +1 +0%
TAIM
3497
TD Ameritrade Investment Management
Nebraska
$850K +$8.82K +41 +1%
NWM
3498
Northwest Wealth Management
Iowa
$849K -$72.5K -337 -8%
WAM
3499
Winslow Asset Management
Ohio
$847K -$14.4K -67 -2%
CFAM
3500
Center For Asset Management
Florida
$845K +$817K +3,798 New
138 139
140
141 142