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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
901
Vigilare Wealth Management
Arizona
$599K -$54.5K -450 -9%
TCM
902
Twin Capital Management
Pennsylvania
$596K -$6.05K -50 -1%
WA
903
Wealth Alliance
New York
$595K -$52.1K -430 -8%
HCM
904
Hillman Capital Management
Maryland
$584K +$263K +2,170 +86%
PCM
905
Penserra Capital Management
California
$582K +$28.5K +235 +5%
TPA
906
Trivium Point Advisory
Connecticut
$582K +$56.3K +465 +11%
AF
907
Affiance Financial
Minnesota
$577K – – –
KPWS
908
Kestra Private Wealth Services
Texas
$566K +$176K +1,455 +47%
WA
909
WBH Advisory
Maryland
$563K – – –
ZB
910
Zions Bancorporation
Utah
$561K +$76.9K +635 +16%
PWPS
911
Pinnacle Wealth Planning Services
Ohio
$561K +$93.8K +775 +21%
CCIA
912
Campbell & Co Investment Adviser
Maryland
$560K -$90.8K -750 -14%
JC
913
JB Capital
Connecticut
$560K +$545K +4,500 New
MS
914
Maven Securities
Jersey
$558K +$225K +1,855 +71%
BM
915
Brandywine Managers
Delaware
$556K – – –
KMWM
916
Keudell/Morrison Wealth Management
Oregon
$549K +$4.24K +35 +0.8%
NIMI
917
Natixis Investment Managers International
France
$548K -$136K -1,120 -20%
RWM
918
Ritholtz Wealth Management
New York
$543K +$122K +1,010 +30%
BFM
919
Boothbay Fund Management
New York
$541K -$400K -3,305 -43%
HWMA
920
Heritage Wealth Management (Arizona)
Arizona
$541K +$20K +165 +4%
FCH
921
Freestone Capital Holdings
Washington
$540K +$82.3K +680 +19%
PMA
922
Prudent Man Advisors
Illinois
$538K -$4.84K -40 -0.9%
FHA
923
Flagship Harbor Advisors
Massachusetts
$537K – – –
SCA
924
Spearhead Capital Advisors
Florida
$536K +$10.9K +90 +2%
COF
925
Capital One Financial
Virginia
$535K -$6.05K -50 -1%
35 36
37
38 39