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RACE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
526
Wedmont Private Capital
Pennsylvania
$231K +$28K +62 +13%
CCM
527
Chiron Capital Management
Florida
$229K +$244K +540 New
SAM
528
Strategy Asset Managers
California
$227K – – –
SYBT
529
Stock Yards Bank & Trust
Kentucky
$227K +$15.8K +35 +7%
OFS
530
OneAscent Financial Services
Alabama
$227K +$4.06K +9 +2%
CWIG
531
Chung Wu Investment Group
Texas
$225K +$239K +530 New
LCGC
532
Legacy Capital Group California
California
$224K -$902 -2 -0.4%
EL
533
EWA LLC
Pennsylvania
$223K +$3.61K +8 +2%
CIM
534
Contravisory Investment Management
Massachusetts
$223K -$902 -2 -0.4%
GC
535
Garde Capital
Washington
$223K +$11.3K +25 +5%
MC
536
Marest Capital
California
$222K -$2.26K -5 -0.9%
CAM
537
Cozad Asset Management
Illinois
$222K – – –
OL
538
Optas LLC
Texas
$222K +$236K +522 New
C
539
Certuity
Florida
$222K -$60K -133 -20%
WWM
540
Western Wealth Management
Colorado
$220K -$43.8K -97 -16%
IC
541
Iconiq Capital
California
$220K +$234K +518 New
IAA
542
Ironsides Asset Advisors
North Carolina
$219K – – –
GT
543
Glenview Trust
Kentucky
$216K – – –
OWP
544
Obermeyer Wealth Partners
Colorado
$213K +$7.22K +16 +3%
SCP
545
Sivia Capital Partners
California
$212K -$902 -2 -0.4%
HWM
546
HB Wealth Management
Georgia
$209K -$451 -1 -0.2%
WAP
547
Wealthcare Advisory Partners
Pennsylvania
$209K +$2.71K +6 +1%
GC
548
Guggenheim Capital
Illinois
$208K -$181K -402 -45%
BB
549
Busey Bank
Illinois
$206K -$23.5K -52 -10%
GWS
550
Greykasell Wealth Strategies
California
$204K +$217K +480 New
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