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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
976
Parsons Capital Management
Rhode Island
$641K +$15K +150 +3%
CWP
977
CFM Wealth Partners
Texas
$640K +$54K +540 +10%
DCM
978
Driehaus Capital Management
Illinois
$638K +$568K +5,680 New
PI
979
PFS Investments
Georgia
$637K +$45K +450 +9%
RCM
980
RB Capital Management
Nevada
$636K +$11K +110 +2%
NWA
981
New World Advisors
Massachusetts
$633K +$12K +120 +2%
KWM
982
Keebeck Wealth Management
Illinois
$630K – – –
IFU
983
iSAM Funds (UK)
United Kingdom
$628K -$66K -660 -11%
CCA
984
Column Capital Advisors
Indiana
$627K – – –
CP
985
Castleview Partners
Texas
$626K -$21.5K -215 -4%
BAAM
986
Baker Avenue Asset Management
California
$625K +$534K +5,340 +2,373%
AAS
987
Ameritas Advisory Services
Nebraska
$624K +$488K +4,885 +643%
TFCP
988
Twin Focus Capital Partners
Massachusetts
$622K -$63.5K -635 -10%
FCBT
989
First Citizens Bank & Trust
North Carolina
$622K +$41K +410 +8%
GWM
990
Greenwich Wealth Management
Connecticut
$621K +$2K +20 +0.4%
LC
991
Lindbrook Capital
California
$620K +$12K +120 +2%
HTC
992
Haverford Trust Company
Pennsylvania
$619K +$39K +390 +8%
MCC
993
Malaga Cove Capital
California
$615K -$17K -170 -3%
VFA
994
Valeo Financial Advisors
Indiana
$613K -$93K -930 -15%
AR
995
Advisory Research
Illinois
$613K +$545K +5,455 New
CI
996
CX Institutional
Indiana
$610K +$193K +1,935 +55%
CAMG
997
CWA Asset Management Group
Florida
$610K +$130K +1,300 +32%
HCM
998
HMS Capital Management
Tennessee
$602K +$3.5K +35 +0.7%
CF
999
Copperwynd Financial
Arizona
$600K -$3K -30 -0.6%
WWM
1000
Wolff Wiese Magana
California
$598K -$4K -40 -0.7%
38 39
40
41 42