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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
976
Waldron Private Wealth
Pennsylvania
$1.5M +$17.5K +400 +1%
BWP
977
Balboa Wealth Partners
Arizona
$1.5M -$223K -5,100 -14%
AC
978
Arjuna Capital
North Carolina
$1.5M +$90.8K +2,080 +7%
AA
979
Altman Advisors
Illinois
$1.49M +$18.3K +420 +1%
CPIG
980
Chicago Partners Investment Group
Illinois
$1.48M -$95.2K -2,180 -7%
VF
981
Virtu Financial
New York
$1.47M -$14.7M -337,050 -92%
DSCM
982
Del-Sette Capital Management
New York
$1.47M +$49.8K +1,140 +4%
RIM
983
Redwood Investment Management
Arizona
$1.47M +$1.32M +30,150 New
APP
984
Avantax Planning Partners
Iowa
$1.46M -$95.2K -2,180 -7%
WP
985
Westmount Partners
California
$1.46M -$189K -4,340 -13%
NB
986
NBT Bank
New York
$1.46M +$78.6K +1,800 +6%
EGM
987
Engineers Gate Manager
New York
$1.45M -$1.79M -40,980 -58%
RDWM
988
Red Door Wealth Management
Tennessee
$1.45M -$25.3K -580 -2%
GSIAS
989
Garden State Investment Advisory Services
New Jersey
$1.45M -$31.9K -730 -2%
CUAMC
990
China Universal Asset Management Company
China
$1.44M -$1.4M -32,080 -52%
BPCE
991
Bank Pictet & Cie (Europe)
Germany
$1.44M +$795K +18,220 +161%
HVP
992
Hudson Value Partners
Florida
$1.44M – – –
CWM
993
Cordatus Wealth Management
Pennsylvania
$1.44M -$2.62K -60 -0.2%
TCM
994
Teza Capital Management
Illinois
$1.43M +$1.28M +29,390 New
DC
995
DeDora Capital
California
$1.43M -$12.7K -290 -1%
SWS
996
SYSTM Wealth Solutions
Illinois
$1.43M +$54.6K +1,250 +4%
MIS
997
Morningstar Investment Services
Illinois
$1.42M -$21.8M -499,990 -95%
FA
998
Fagan Associates
New York
$1.42M +$143K +3,270 +13%
WAG
999
Wallace Advisory Group
California
$1.42M -$33.6K -770 -2%
FCP
1000
Fidelis Capital Partners
Florida
$1.41M +$348K +7,980 +38%
38 39
40
41 42