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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
976
HCR Wealth Advisors
California
$1.51M +$605K +13,870 +81%
WPW
977
Waldron Private Wealth
Pennsylvania
$1.5M +$17.5K +400 +1%
BWP
978
Balboa Wealth Partners
Arizona
$1.5M -$223K -5,100 -14%
AC
979
Arjuna Capital
North Carolina
$1.5M +$90.8K +2,080 +7%
AA
980
Altman Advisors
Illinois
$1.49M +$18.3K +420 +1%
CPIG
981
Chicago Partners Investment Group
Illinois
$1.48M -$95.2K -2,180 -7%
VF
982
Virtu Financial
New York
$1.47M -$14.7M -337,050 -92%
DSCM
983
Del-Sette Capital Management
New York
$1.47M +$49.8K +1,140 +4%
RIM
984
Redwood Investment Management
Arizona
$1.47M +$1.32M +30,150 New
APP
985
Avantax Planning Partners
Iowa
$1.46M -$95.2K -2,180 -7%
WP
986
Westmount Partners
California
$1.46M -$189K -4,340 -13%
NB
987
NBT Bank
New York
$1.46M +$78.6K +1,800 +6%
EGM
988
Engineers Gate Manager
New York
$1.45M -$1.79M -40,980 -58%
RDWM
989
Red Door Wealth Management
Tennessee
$1.45M -$25.3K -580 -2%
GSIAS
990
Garden State Investment Advisory Services
New Jersey
$1.45M -$31.9K -730 -2%
CUAMC
991
China Universal Asset Management Company
China
$1.44M -$1.4M -32,080 -52%
BPCE
992
Bank Pictet & Cie (Europe)
Germany
$1.44M +$795K +18,220 +161%
HVP
993
Hudson Value Partners
Florida
$1.44M – – –
CWM
994
Cordatus Wealth Management
Pennsylvania
$1.44M -$2.62K -60 -0.2%
TCM
995
Teza Capital Management
Illinois
$1.43M +$1.28M +29,390 New
DC
996
DeDora Capital
California
$1.43M -$12.7K -290 -1%
SWS
997
SYSTM Wealth Solutions
Illinois
$1.43M +$54.6K +1,250 +4%
MIS
998
Morningstar Investment Services
Illinois
$1.42M -$21.8M -499,990 -95%
FA
999
Fagan Associates
New York
$1.42M +$143K +3,270 +13%
WAG
1000
Wallace Advisory Group
California
$1.42M -$33.6K -770 -2%
38 39
40
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