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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
951
Hobart Private Capital
North Carolina
$1.94M +$132K +1,333 +7%
SWM
952
Sendero Wealth Management
Texas
$1.93M +$519K +5,244 +37%
IIM
953
INTECH Investment Management
Florida
$1.93M -$1.33M -13,453 -41%
FAB
954
First American Bank
Illinois
$1.92M -$306K -3,091 -14%
TSWM
955
Triangle Securities Wealth Management
North Carolina
$1.92M +$32.2K +325 +2%
CAM
956
Congress Asset Management
Massachusetts
$1.92M -$78.9M -796,557 -98%
FDS
957
Freedom Day Solutions
Texas
$1.91M +$1.9M +19,195 New
RA
958
Range Advisory
Virginia
$1.9M +$31.4K +317 +2%
MSK
959
Melissa S. Kampmann
$1.89M +$734K +7,415 +64%
GWM
960
GSB Wealth Management
Connecticut
$1.89M +$1.88M +19,002 New
F8IS
961
Figure 8 Investment Strategies
Idaho
$1.88M +$1.14M +11,498 +154%
QPW
962
Quantum Private Wealth
Florida
$1.88M +$139K +1,400 +8%
LP
963
LMR Partners
United Kingdom
$1.88M -$104K -1,055 -5%
PP
964
PDS Planning
Ohio
$1.88M +$146K +1,475 +8%
SCA
965
Snowden Capital Advisors
New York
$1.87M +$96.2K +972 +5%
AC
966
AlphaCore Capital
California
$1.87M +$724K +7,312 +63%
BG
967
BDF Gestion
France
$1.86M -$1.76M -17,824 -48%
S
968
SignatureFD
Georgia
$1.86M -$265K -2,672 -12%
ACM
969
AlphaStar Capital Management
North Carolina
$1.85M -$473K -4,777 -20%
WC
970
Waterloo Capital
Texas
$1.84M +$408K +4,119 +28%
PCM
971
Princeton Capital Management
New Jersey
$1.84M +$209K +2,112 +13%
BIA
972
Benchmark Investment Advisors
Illinois
$1.83M +$260K +2,625 +17%
PCS
973
Personal CFO Solutions
New Jersey
$1.83M -$314K -3,176 -15%
CA
974
Callahan Advisors
Texas
$1.82M +$579K +5,845 +47%
GAG
975
Goodman Advisory Group
Massachusetts
$1.82M +$1.81M +18,326 New
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