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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
951
HB Wealth Management
Georgia
$380K +$32.4K +360 +8%
CPIG
952
Chicago Partners Investment Group
Illinois
$379K +$98.6K +1,095 +27%
SVWAG
953
Sound View Wealth Advisors Group
Georgia
$378K -$10.8K -120 -2%
RCM
954
RB Capital Management
Nevada
$378K +$4.95K +55 +1%
ACH
955
ArrowMark Colorado Holdings
Colorado
$378K +$450K +5,000 New
CCFP
956
Charles Carroll Financial Partners
Massachusetts
$378K +$450K +5,000 New
ECM
957
Elgethun Capital Management
South Dakota
$378K +$450K +5,000 New
CS
958
Comerica Securities
Michigan
$377K -$134K -1,485 -23%
SW
959
Solidarity Wealth
Utah
$376K +$466K +5,170 New
BJL
960
Brighton Jones LLC
Washington
$373K -$4.05K -45 -0.9%
AFAS
961
Acorn Financial Advisory Services
Virginia
$372K -$23.9K -265 -5%
IUHSA
962
Itau Unibanco Holding S.A.
Brazil
$371K -$671K -7,455 -60%
TPA
963
Trivium Point Advisory
Connecticut
$370K +$7.2K +80 +2%
SFS
964
Stiles Financial Services
Minnesota
$370K +$22.5K +250 +5%
AWG
965
Altus Wealth Group
Colorado
$369K – – –
BMC
966
Beaton Management Company
Massachusetts
$368K – – –
TFS
967
TrustCore Financial Services
Tennessee
$365K +$113K +1,255 +35%
HDIM
968
Hanson & Doremus Investment Management
Vermont
$363K +$52.2K +580 +14%
QT
969
Quantamental Technologies
New York
$363K +$433K +4,810 New
PCM
970
Penserra Capital Management
California
$362K +$10.8K +120 +3%
WOC
971
West Oak Capital
California
$359K -$13.5K -150 -3%
BDF
972
Balasa Dinverno & Foltz
$353K -$54.9K -610 -12%
DWM
973
Drive Wealth Management
Utah
$353K -$53.1K -590 -11%
ETC
974
Exchange Traded Concepts
Oklahoma
$350K -$22.1K -245 -5%
ARG
975
Advisory Resource Group
Oklahoma
$350K -$14K -155 -3%
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