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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
801
Aptus Capital Advisors
Alabama
$319K +$45.4K +238 +18%
CWWM
802
Clear Wave Wealth Management
New Jersey
$317K +$293K +1,536 New
SMH
803
Sanders Morris Harris
Texas
$316K +$292K +1,530 New
1W
804
1776 Wealth
Georgia
$315K – – –
NF
805
Napier Financial
Massachusetts
$315K +$291K +1,527 New
HA
806
Herold Advisors
New York
$314K – – –
MLM
807
Mount Lucas Management
Pennsylvania
$312K -$352K -1,846 -55%
GIA
808
Gladstone Institutional Advisory
Florida
$311K – – –
PAM
809
Peak Asset Management
Colorado
$310K – – –
GCS
810
Gordian Capital (Singapore)
Singapore
$310K +$286K +1,500 New
AUB
811
Atlantic Union Bankshares
Virginia
$308K -$8.58K -45 -3%
APG
812
Abacus Planning Group
South Carolina
$306K – – –
WC
813
Waterloo Capital
Texas
$305K +$32.4K +170 +13%
GT
814
Glenmede Trust
Pennsylvania
$303K +$2.1K +11 +0.8%
CAP
815
Cordoba Advisory Partners
New York
$303K – – –
VF
816
Vest Financial
Virginia
$301K +$19.8K +104 +8%
FFM
817
Forum Financial Management
Illinois
$299K -$529K -2,774 -66%
IAS
818
Insigneo Advisory Services
Florida
$298K -$226K -1,184 -45%
HA
819
Huntleigh Advisors
Missouri
$297K -$249K -1,306 -48%
CWP
820
Core Wealth Partners
California
$297K – – –
FT
821
Fiduciary Trust
Massachusetts
$295K +$1.91K +10 +0.7%
SS
822
Sunbelt Securities
Texas
$291K – – –
MFA
823
Mayflower Financial Advisors
Massachusetts
$288K -$2.48K -13 -0.9%
SI
824
Stonekeep Investments
New Mexico
$288K +$953 +5 +0.4%
RWM
825
Revisor Wealth Management
Ohio
$287K +$10.1K +53 +4%
31 32
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