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Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
1101
Summit Wealth Group
Vermont
$206K -$8.11K -80 -4%
FPFS
1102
First Personal Financial Services
North Carolina
$206K – – –
ECM
1103
Evergreen Capital Management
Washington
$205K +$189K +1,865 New
GSWM
1104
Golden State Wealth Management
California
$204K -$40.6K -400 -18%
MAM
1105
Magellan Asset Management
Australia
$204K +$13.2K +130 +8%
QI
1106
Qtron Investments
Massachusetts
$203K -$585K -5,770 -76%
UB
1107
UMB Bank
Missouri
$203K -$110K -1,085 -37%
VFPI
1108
Vantage Financial Partners (Illinois)
Illinois
$201K +$185K +1,825 New
EWM
1109
Empirical Wealth Management
Washington
$201K +$186K +1,830 New
ICP
1110
Interchange Capital Partners
Pennsylvania
$200K -$33.5K -330 -15%
PI
1111
PGGM Investments
Netherlands
$199K -$15.9M -156,405 -99%
RBC
1112
Roble Belko & Company
Pennsylvania
$190K -$52.7K -520 -23%
BCPWM
1113
Bradley & Co Private Wealth Management
Florida
$188K – – –
AWA
1114
Arkadios Wealth Advisors
Georgia
$185K +$12.2K +120 +8%
SBL
1115
Sargent Bickham Lagudis
Colorado
$184K +$25.9K +255 +18%
PMFA
1116
Plante Moran Financial Advisors
Michigan
$175K -$3.55K -35 -2%
ACM
1117
Anfield Capital Management
California
$171K +$158K +1,560 New
NFSG
1118
Newbridge Financial Services Group
Florida
$165K -$16.2K -160 -10%
JWBC
1119
John W. Brooker & Co
California
$165K – – –
AIM
1120
Anchor Investment Management
South Carolina
$162K +$26.9K +265 +22%
SSB
1121
Sandy Spring Bank
Maryland
$155K -$17.7K -175 -11%
RIM
1122
Rockbridge Investment Management
New York
$154K – – –
BFEC
1123
Benjamin F. Edwards & Company
Missouri
$149K -$17.2K -170 -11%
LC
1124
Lindbrook Capital
California
$148K +$29.4K +290 +27%
SWA
1125
Sutton Wealth Advisors
Florida
$147K – – –
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