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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2301
Perennial Investment Advisors
California
$10.8M +$131K +367 +1%
SFG
2302
Summit Financial Group
West Virginia
$10.8M -$531K -1,491 -5%
TSWM
2303
Triangle Securities Wealth Management
North Carolina
$10.8M -$48.8K -137 -0.5%
UC
2304
Unio Capital
New Jersey
$10.8M -$201K -564 -2%
EI
2305
Ellevest Inc
New York
$10.8M +$9.97K +28 +0.1%
EIM
2306
Essex Investment Management
Massachusetts
$10.8M -$2.77M -7,792 -21%
BWA
2307
Blodgett Wealth Advisors
California
$10.8M -$3.2K -9 -0%
EP
2308
Eudaimonia Partners
Tennessee
$10.8M -$5.5M -15,445 -35%
MAM
2309
Mystic Asset Management
Rhode Island
$10.8M -$12.8K -36 -0.1%
SFA
2310
Souders Financial Advisors
Ohio
$10.8M -$141K -395 -1%
RCIM
2311
Red Cedar Investment Management
Michigan
$10.8M +$615K +1,729 +6%
NNPTE
2312
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$10.8M +$7.58M +21,292 +291%
CBB
2313
Citizens Business Bank
California
$10.8M -$1.14M -3,201 -10%
MFG
2314
Magnus Financial Group
New York
$10.7M +$644K +1,808 +7%
FPTW
2315
Franklin, Parlapiano, Turner & Welch
Texas
$10.7M -$558K -1,568 -5%
BKA
2316
Brick & Kyle Associates
Pennsylvania
$10.7M -$1.54M -4,314 -13%
YIH
2317
Y-Intercept (HK)
Hong Kong
$10.7M +$4.48M +12,592 +79%
JSW
2318
Journey Strategic Wealth
New Jersey
$10.7M -$1.05M -2,940 -9%
PCM
2319
Prelude Capital Management
New York
$10.7M -$5.06M -14,211 -33%
VEPM
2320
Vista Equity Partners Management
California
$10.7M -$9.14M -25,691 -47%
ARC
2321
Advisor Resource Council
Texas
$10.7M +$3.27M +9,196 +48%
MA
2322
Menlo Advisors
California
$10.7M -$81.2K -228 -0.8%
DAM
2323
Diamant Asset Management
Connecticut
$10.7M -$365K -1,025 -3%
MWM
2324
MGB Wealth Management
Texas
$10.7M +$10.1M +28,326 New
PAWA
2325
Palo Alto Wealth Advisors
California
$10.7M +$29.2K +82 +0.3%
91 92
93
94 95