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Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
976
Signature Estate & Investment Advisors
California
$438K +$1.68K +400 +0.4%
RWA
977
River Wealth Advisors
Pennsylvania
$437K +$21.7K +5,160 +5%
IIM
978
Intact Investment Management
Quebec, Canada
$435K -$50.5K -12,000 -11%
WAP
979
Wealthcare Advisory Partners
Pennsylvania
$435K +$90.4K +21,480 +27%
CCM
980
Community Capital Management
Florida
$433K +$132K +31,400 +46%
FPCG
981
Fort Pitt Capital Group
Pennsylvania
$432K -$1.85K -440 -0.4%
SG
982
StoneX Group
New York
$432K +$135K +32,080 +48%
MWM
983
Mission Wealth Management
California
$429K +$1.01K +240 +0.2%
I2I
984
Insight 2811 Inc
Illinois
$426K -$42.1K -10,000 -9%
AC
985
Abbrea Capital
California
$425K +$65.6K +15,600 +19%
C
986
Cerebellum
California
$423K +$43.4K +10,320 +12%
CPA
987
Court Place Advisors
Maryland
$422K -$21K -5,000 -5%
KIA
988
KCM Investment Advisors
California
$420K -$2.26M -537,480 -85%
WPP
989
Whalerock Point Partners
Rhode Island
$419K +$405K +96,200 New
VWA
990
V Wealth Advisors
Kansas
$415K +$16.3K +3,880 +4%
NFC
991
Northeast Financial Consultants
Connecticut
$414K -$505 -120 -0.1%
CFG
992
Citizens Financial Group
Rhode Island
$414K +$3.37K +800 +0.8%
1WA
993
180 Wealth Advisors
Washington
$413K -$52.7K -12,520 -12%
SAM
994
Silvercrest Asset Management
New York
$412K +$12.6K +3,000 +3%
BCM
995
BTC Capital Management
Iowa
$411K -$10.8K -2,560 -3%
CBU
996
CIBC Bank USA
Illinois
$408K +$26.8K +6,360 +7%
CAM
997
Claret Asset Management
Quebec, Canada
$408K +$42.4K +10,080 +12%
WP
998
WealthPLAN Partners
Nebraska
$407K +$8.58K +2,040 +3%
MWM
999
Meridian Wealth Management
Kentucky
$406K -$1.35M -321,000 -77%
DFA
1000
Delta Financial Advisors
Louisiana
$404K +$43.8K +10,400 +13%
38 39
40
41 42