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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
Avior Wealth Management
Nebraska
$1.07M – – –
WPW
552
Watershed Private Wealth
Illinois
$1.06M +$4.01K +58 +0.4%
OP
553
ORG Partners
Indiana
$1.05M -$201K -2,911 -18%
SLI
554
Sumitomo Life Insurance
Japan
$1.05M +$24.7K +357 +3%
TA
555
Tectonic Advisors
Texas
$1.05M +$198K +2,870 +28%
AF
556
Allworth Financial
California
$1.03M +$4.7K +68 +0.5%
WIA
557
World Investment Advisors
California
$1.02M +$468K +6,776 +113%
GCP
558
GSA Capital Partners
United Kingdom
$1.01M +$871K +12,617 New
QI
559
Qtron Investments
Massachusetts
$1.01M – – –
EWA
560
EP Wealth Advisors
California
$1M +$180K +2,602 +26%
MIF
561
Mediolanum International Funds
Ireland
$992K – – –
HH
562
Hilltop Holdings
Texas
$990K +$358K +5,185 +72%
VWM
563
Venturi Wealth Management
Texas
$988K -$122K -1,772 -13%
CWM
564
Calamos Wealth Management
Illinois
$982K +$846K +12,252 New
FA
565
Fiduciary Alliance
South Carolina
$982K +$105K +1,519 +14%
CWM
566
Cornerstone Wealth Management
Missouri
$964K – – –
SLAM
567
Swiss Life Asset Management
$964K +$831K +12,036 New
KJHP
568
K.J. Harrison & Partners
Ontario, Canada
$961K +$803K +11,630 New
CCA
569
Cravens & Co Advisors
Tennessee
$951K -$86K -1,245 -9%
FIM
570
Freedom Investment Management
Connecticut
$950K -$86.1K -1,246 -10%
CWS
571
Confluence Wealth Services
Pennsylvania
$947K -$13K -188 -2%
ECM
572
Evergreen Capital Management
Washington
$946K +$89.6K +1,298 +12%
WC
573
Woodstock Corp
Massachusetts
$945K – – –
ACH
574
ArrowMark Colorado Holdings
Colorado
$938K – – –
RC
575
Roundview Capital
New Jersey
$934K -$88.4K -1,280 -10%
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