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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1001
Wynn Capital
Georgia
$996K +$26.2K +293 +3%
FCBT
1002
First Citizens Bank & Trust
North Carolina
$995K -$8.77K -98 -0.8%
MFS
1003
Madrona Financial Services
Washington
$993K -$34.5K -385 -3%
NW
1004
Naviter Wealth
Arkansas
$989K -$3.31K -37 -0.3%
CFMC
1005
Curbstone Financial Management Corp
New Hampshire
$988K – – –
MF
1006
Midwestern Financial
Iowa
$987K +$7.25K +81 +0.7%
PFA
1007
Pure Financial Advisors
California
$985K +$13.7K +153 +1%
RA
1008
RFG Advisory
Alabama
$985K -$51K -570 -5%
HWP
1009
Highline Wealth Partners
California
$980K +$90 +1 +0%
SM
1010
STF Management
Texas
$979K +$1.07K +12 +0.1%
ECM
1011
Everence Capital Management
Indiana
$974K -$76.6K -856 -7%
RYIA
1012
Roehl & Yi Investment Advisors
Oregon
$973K +$1.25K +14 +0.1%
NB
1013
NBT Bank
New York
$971K +$2.06K +23 +0.2%
JWM
1014
JGP Wealth Management
Oregon
$971K +$14.1K +158 +1%
CWA
1015
Crux Wealth Advisors
California
$970K +$45.9K +513 +5%
TPWM
1016
Twelve Points Wealth Management
Massachusetts
$969K -$59.7K -667 -6%
IC
1017
IEQ Capital
California
$968K +$44.8K +501 +5%
PTB
1018
Pioneer Trust Bank
Oregon
$968K +$11.2K +125 +1%
TCA
1019
Transcend Capital Advisors
New Jersey
$967K -$3.94K -44 -0.4%
WJWM
1020
Williams Jones Wealth Management
New York
$964K -$42.3K -473 -4%
HIP
1021
Harrell Investment Partners
Texas
$963K +$22.9K +256 +2%
DLHL
1022
Donald L. Hagan LLC
Florida
$963K -$36.3K -405 -3%
RSWM
1023
Robertson Stephens Wealth Management
California
$962K +$12.9K +144 +1%
MWM
1024
Modern Wealth Management
Kansas
$962K +$8.5K +95 +0.8%
CP
1025
Capital Planning
Washington
$961K -$28.1K -314 -3%
39 40
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