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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1176
TCV Trust & Wealth Management
Virginia
$855K – – –
PAS
1177
Park Avenue Securities
New York
$853K +$101K +1,075 +15%
QCG
1178
Quadrant Capital Group
Ohio
$852K +$247K +2,623 +44%
MC
1179
Matisse Capital
Oregon
$851K -$47.5K -504 -6%
SBSB
1180
Sullivan, Bruyette, Speros & Blaney
Virginia
$850K +$2.83K +30 +0.4%
SSWM
1181
Smith Salley Wealth Management
North Carolina
$849K +$98.6K +1,046 +14%
IAN
1182
Integrated Advisors Network
Texas
$847K +$788K +8,356 New
BS
1183
Bessemer Securities
New York
$846K – – –
CPIG
1184
Chicago Partners Investment Group
Illinois
$846K +$31.6K +335 +4%
AHC
1185
Adell Harriman & Carpenter
Texas
$843K +$26.4K +280 +3%
IP
1186
Intellectus Partners
California
$841K +$1.51K +16 +0.2%
EFSCE
1187
Enterprise Financial Services Corp (EFSC)
Missouri
$839K +$1.41K +15 +0.2%
WANY
1188
Wealthspire Advisors (New York)
New York
$838K +$32.5K +345 +4%
BCM
1189
Becker Capital Management
Oregon
$837K – – –
BHIA
1190
Birch Hill Investment Advisors
Massachusetts
$835K – – –
MWM
1191
Mattern Wealth Management
Kansas
$824K +$766K +8,129 New
AC
1192
Arjuna Capital
North Carolina
$823K +$180K +1,910 +31%
AP
1193
Adero Partners
California
$817K +$761K +8,067 New
PAS
1194
Professional Advisory Services
Florida
$816K – – –
P
1195
Pitcairn
Pennsylvania
$814K -$43.3K -459 -5%
ICM
1196
IMS Capital Management
Oregon
$813K +$21.2K +225 +3%
TCM
1197
Teza Capital Management
Illinois
$810K +$754K +7,998 New
NCM
1198
Northwest Capital Management
Oregon
$802K +$77.9K +826 +12%
HH
1199
Hilltop Holdings
Texas
$797K +$23.6K +250 +3%
BPA
1200
Beacon Pointe Advisors
California
$796K +$282K +2,987 +61%
46 47
48
49 50