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Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
626
Clare Market Investments
Texas
$17.5M +$837K +6,860 +5%
SIM
627
Stratos Investment Management
Ohio
$17.5M -$18.3K -150 -0.1%
JWBC
628
J.W. Burns & Co
New York
$17.5M -$121K -990 -0.7%
MOS
629
MGO One Seven
Ohio
$17.3M +$1.6M +13,080 +10%
WCM
630
Westend Capital Management
California
$17.2M +$261K +2,140 +2%
PF
631
Phoenix Financial
Israel
$17.1M -$1.64M -13,470 -9%
ZBNA
632
Zions Bancorporation, National Association
Utah
$17.1M +$1.27M +10,380 +8%
GVAG
633
Great Valley Advisor Group
Delaware
$17M +$2.73M +22,390 +19%
RBI
634
Raiffeisen Bank International
Austria
$16.8M +$5.32M +43,600 +45%
PIMJS
635
PKO Investment Management Joint-Stock
Poland
$16.8M +$4.27M +35,000 +33%
NW
636
NewEdge Wealth
Pennsylvania
$16.7M -$428K -3,510 -2%
SPG
637
Strategic Planning Group
Utah
$16.7M -$1.9M -15,570 -10%
CCM
638
Coldstream Capital Management
Washington
$16.6M +$1.13M +9,240 +7%
GWMR
639
GC Wealth Management RIA
Massachusetts
$16.6M +$11M +89,720 +185%
ACM
640
Advisors Capital Management
New Jersey
$16.5M +$5.54M +45,380 +49%
WB
641
WesBanco Bank
West Virginia
$16.5M +$1.31M +10,730 +8%
LCP
642
LGT Capital Partners
Switzerland
$16.5M +$3.31M +27,100 +25%
WC
643
Westwind Capital
New Mexico
$16.3M +$347K +2,840 +2%
NMIMC
644
Northwestern Mutual Investment Management Company
Wisconsin
$16.2M -$41.5K -340 -0.3%
CGIM
645
Capital Group Investment Management
Singapore
$16.2M -$1.18M -9,680 -7%
NG
646
NatWest Group
United Kingdom
$16.1M +$206K +1,690 +1%
JWCA
647
J.W. Cole Advisors
Florida
$16M -$907K -7,430 -5%
MA
648
Mutual Advisors
Nebraska
$15.9M -$260K -2,130 -1%
TFA
649
Teamwork Financial Advisors
Texas
$15.9M -$4.46M -36,500 -22%
S
650
SignatureFD
Georgia
$15.8M +$211K +1,730 +1%
24 25
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