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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
701
Narwhal Capital Management
Georgia
$574K -$243K -4,447 -28%
CCM
702
Coldstream Capital Management
Washington
$573K +$627K +11,466 New
IAS
703
Insigneo Advisory Services
Florida
$572K +$625K +11,418 New
FFM
704
Forum Financial Management
Illinois
$570K +$83.1K +1,519 +15%
CAC
705
Certified Advisory Corp
Florida
$569K +$11.3K +207 +2%
GAA
706
Green Alpha Advisors
Colorado
$566K -$5.86K -107 -0.9%
VCM
707
Violich Capital Management
California
$565K – – –
EWA
708
EP Wealth Advisors
California
$563K -$82.1K -1,500 -12%
SPIA
709
Steward Partners Investment Advisory
New York
$563K -$230K -4,195 -27%
M
710
Mirova
France
$561K +$491K +8,974 +397%
GCP
711
Garda Capital Partners
Minnesota
$561K +$614K +11,227 New
ARC
712
Advisor Resource Council
Texas
$555K +$87.6K +1,600 +17%
RWMG
713
Redwood Wealth Management Group
New Jersey
$555K +$607K +11,099 New
TSS
714
Two Sigma Securities
New York
$545K -$3.93M -71,830 -87%
CC
715
Courier Capital
New York
$528K +$112K +2,048 +24%
GAMH
716
Greenwoods Asset Management (HK)
Hong Kong
$527K +$577K +10,538 New
4WM
717
44 Wealth Management
Oregon
$504K +$57.8K +1,057 +12%
AIM
718
Anchor Investment Management
South Carolina
$503K -$87.6K -1,600 -14%
CCG
719
Ceeto Capital Group
Florida
$501K – – –
AWMT
720
AAFMAA Wealth Management & Trust
North Carolina
$500K – – –
JC
721
JBF Capital
Colorado
$500K – – –
SACTSONJ
722
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$500K – – –
TM
723
Triatomic Management
California
$500K +$547K +10,000 New
CCA
724
Cravens & Co Advisors
Tennessee
$498K +$546K +9,969 New
KFP
725
KMG Fiduciary Partners
Ohio
$494K -$10.3K -188 -2%
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