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Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
826
Dana Investment Advisors
Wisconsin
$721K – – –
DBT
827
Dubuque Bank & Trust
Iowa
$718K -$39K -375 -5%
PCM
828
Prelude Capital Management
New York
$717K +$677K +6,515 New
BDWM
829
Brewin Dolphin Wealth Management
Ireland
$716K – – –
RCA
830
Rowland Carmichael Advisors
Arizona
$709K -$51K -490 -7%
CWM
831
Chesapeake Wealth Management
Virginia
$708K -$79.5K -765 -11%
TAM
832
Trust Asset Management
Texas
$707K +$166K +1,600 +33%
QP
833
Quilter Plc
United Kingdom
$703K +$57.7K +555 +10%
SF
834
Synovus Financial
Georgia
$701K +$46.3K +445 +8%
PJB
835
Paul John Balson
California
$692K +$9.36K +90 +1%
ER
836
Enlightenment Research
Florida
$692K +$654K +6,285 New
WA
837
Wealth Advisors
California
$690K – – –
TWA
838
TCI Wealth Advisors
Arizona
$687K -$49.9K -480 -7%
RIA
839
Regal Investment Advisors
Michigan
$686K +$648K +6,230 New
TC
840
TwinBeech Capital
New York
$686K +$648K +6,235 New
PFPT
841
Pinnacle Financial Partners (Tennessee)
Tennessee
$684K +$20.3K +195 +3%
TMAM
842
Tokio Marine Asset Management
Japan
$678K -$69.7K -670 -10%
CQS
843
Credential Qtrade Securities
$665K -$58.2K -560 -8%
WJWM
844
Williams Jones Wealth Management
New York
$663K +$85.8K +825 +16%
PWA
845
Physician Wealth Advisors
Utah
$654K -$23.4K -225 -4%
CS
846
Capital Square
Tennessee
$651K – – –
GFP
847
Gryphon Financial Partners
Ohio
$651K +$3.12K +30 +0.5%
IAN
848
Integrated Advisors Network
Texas
$647K -$68.1K -655 -10%
IWC
849
Integrated Wealth Concepts
Massachusetts
$645K +$112K +1,080 +23%
CIM
850
CIM Investment Management
Pennsylvania
$642K -$9.36K -90 -2%
32 33
34
35 36