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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1301
Conning Inc
Connecticut
$22.2M +$86K +317 +0.4%
LWAC
1302
Laurel Wealth Advisors (California)
California
$22.2M -$961K -3,541 -4%
CSS
1303
Cubist Systematic Strategies
Connecticut
$22.1M -$3.47M -12,780 -13%
WANY
1304
Wealthspire Advisors (New York)
New York
$22.1M +$7.26M +26,739 +45%
ILCM
1305
Ivy Lane Capital Management
Florida
$22.1M – – –
MWM
1306
Modera Wealth Management
New Jersey
$22M +$1.13M +4,164 +5%
IAN
1307
Integrated Advisors Network
Texas
$22M +$1.45M +5,341 +7%
RC
1308
Randolph Company
Ohio
$22M -$17.5M -64,617 -43%
AWM
1309
Axxcess Wealth Management
California
$22M +$1.33M +4,887 +6%
UAS
1310
United Asset Strategies
New York
$22M -$200K -737 -0.9%
P
1311
Pitcairn
Pennsylvania
$21.9M -$586K -2,158 -2%
PIMJS
1312
PKO Investment Management Joint-Stock
Poland
$21.8M – – –
CT
1313
Caldwell Trust
Florida
$21.8M +$127K +467 +0.6%
SAM
1314
SP Asset Management
California
$21.8M -$480K -1,767 -2%
CB
1315
Cadence Bank
Mississippi
$21.8M -$59.4K -219 -0.3%
IWP
1316
Icon Wealth Partners
Texas
$21.8M -$1.17M -4,297 -5%
WCMN
1317
Westchester Capital Management (Nebraska)
Nebraska
$21.7M +$68.7K +253 +0.3%
PWMAG
1318
Pinnacle Wealth Management Advisory Group
New Jersey
$21.6M +$2.38M +8,770 +12%
BFC
1319
Blue Fin Capital
Rhode Island
$21.6M -$447K -1,648 -2%
LIA
1320
LS Investment Advisors
Michigan
$21.6M +$304K +1,121 +1%
ACM
1321
Atika Capital Management
New York
$21.6M -$4.89M -18,000 -18%
OPS
1322
Orion Portfolio Solutions
Nebraska
$21.5M -$2.36M -8,690 -9%
CAM
1323
Covenant Asset Management
New Jersey
$21.5M -$15.5K -57 -0.1%
WPI
1324
Walter Public Investments
Canada
$21.5M +$353K +1,301 +2%
KWMG
1325
King Wealth Management Group
Florida
$21.4M -$336K -1,238 -1%
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