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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1601
Avantax Planning Partners
Iowa
$9.48M -$151K -2,080 -2%
CIG
1602
Cullen Investment Group
Louisiana
$9.46M -$12.3K -170 -0.2%
IWA
1603
Icon Wealth Advisors
Texas
$9.46M +$881K +12,150 +13%
AT
1604
Arden Trust
Delaware
$9.44M +$71.8K +990 +1%
DCM
1605
Dudley Capital Management
Virginia
$9.44M +$115K +1,580 +2%
CCFM
1606
Clear Creek Financial Management
Washington
$9.43M +$2.2M +30,310 +41%
TCM
1607
Thames Capital Management
New Jersey
$9.43M -$3.26M -44,930 -30%
WCA
1608
Westover Capital Advisors
Delaware
$9.43M +$384K +5,300 +5%
CIA
1609
Compass Ion Advisors
Pennsylvania
$9.41M +$127K +1,750 +2%
WOC
1610
West Oak Capital
California
$9.39M -$360K -4,960 -5%
BIP
1611
Bouvel Investment Partners
Pennsylvania
$9.38M -$2.08M -28,640 -22%
MFIM
1612
Mesirow Financial Investment Management
Illinois
$9.35M -$1.96M -27,060 -21%
SAM
1613
Smartleaf Asset Management
Massachusetts
$9.34M +$2.66M +36,750 +55%
UB
1614
Umpqua Bank
Oregon
$9.33M +$7.49M +103,310 New
CC
1615
Centiva Capital
New York
$9.29M +$215K +2,960 +3%
NW
1616
Naviter Wealth
Arkansas
$9.25M +$1.5M +20,660 +25%
CA
1617
Claro Advisors
Massachusetts
$9.17M +$244K +3,370 +3%
AG
1618
AlTi Global
New York
$9.13M +$3.91M +53,900 +115%
MCM
1619
Manchester Capital Management
Vermont
$9.12M +$1.17M +16,100 +19%
PFP
1620
Paragon Financial Partners
California
$9.11M – – –
GFP
1621
Gryphon Financial Partners
Ohio
$9.1M -$3.22M -44,470 -31%
SCM
1622
Sitrin Capital Management
California
$9.09M -$3.41M -47,110 -32%
MWA
1623
Monograph Wealth Advisors
California
$9.09M +$2.59M +35,720 +55%
CCP
1624
Cunning Capital Partners
North Carolina
$9.04M – – –
ACM
1625
Alight Capital Management
New York
$9.04M -$5.8M -80,000 -44%
63 64
65
66 67