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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
576
Baron Wealth Management
Michigan
$601K – – –
CP
577
Covenant Partners
Tennessee
$599K -$19.4K -200 -3%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$596K -$2.62K -27 -0.4%
FHA
579
First Horizon Advisors
Tennessee
$590K +$77.2K +795 +14%
IWM
580
IHT Wealth Management
Illinois
$580K -$23K -237 -4%
BPA
581
Beacon Pointe Advisors
California
$578K +$197K +2,026 +48%
CA
582
Cornerstone Advisors
North Carolina
$576K +$602K +6,200 New
FMAEN1
583
Fund Management at Engine No 1
California
$573K +$53.2K +548 +10%
OIA
584
Optimum Investment Advisors
Illinois
$556K +$35.6K +367 +7%
CA
585
Continuum Advisory
Idaho
$555K -$54.8K -564 -9%
HSA
586
HBK Sorce Advisory
Pennsylvania
$555K -$58.3K -600 -9%
FH
587
FWG Holdings
Florida
$554K +$38.5K +396 +7%
CFG
588
Cooper Financial Group
California
$553K +$86.5K +890 +18%
SI
589
Stephens Inc
Arkansas
$552K -$43.6K -449 -7%
CCM
590
Coldstream Capital Management
Washington
$552K -$13.4K -138 -2%
HI
591
Horizon Investments
North Carolina
$550K +$5.83K +60 +1%
MWPCG
592
Measured Wealth Private Client Group
New Hampshire
$548K +$17.4K +179 +3%
BRWA
593
B. Riley Wealth Advisors
Florida
$526K +$66.9K +689 +14%
PFA
594
Pathway Financial Advisors
Vermont
$525K – – –
NS
595
NBC Securities
Alabama
$522K +$546K +5,616 New
AWM
596
Apollon Wealth Management
South Carolina
$521K +$304K +3,128 +126%
SDIC
597
South Dakota Investment Council
South Dakota
$516K -$146K -1,500 -21%
SWP
598
Stratos Wealth Partners
Ohio
$516K +$56K +576 +12%
BCM
599
BluePath Capital Management
Georgia
$512K +$535K +5,510 New
FWIA
600
Fort Washington Investment Advisors
Ohio
$511K – – –
22 23
24
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