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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
551
Watershed Private Wealth
Illinois
$1.06M +$4.01K +58 +0.4%
OP
552
ORG Partners
Indiana
$1.05M -$201K -2,911 -18%
SLI
553
Sumitomo Life Insurance
Japan
$1.05M +$24.7K +357 +3%
TA
554
Tectonic Advisors
Texas
$1.05M +$198K +2,870 +28%
AF
555
Allworth Financial
California
$1.03M +$4.7K +68 +0.5%
WIA
556
World Investment Advisors
California
$1.02M +$468K +6,776 +113%
GCP
557
GSA Capital Partners
United Kingdom
$1.01M +$871K +12,617 New
QI
558
Qtron Investments
Massachusetts
$1.01M – – –
EWA
559
EP Wealth Advisors
California
$1M +$180K +2,602 +26%
MIF
560
Mediolanum International Funds
Ireland
$992K – – –
HH
561
Hilltop Holdings
Texas
$990K +$358K +5,185 +72%
VWM
562
Venturi Wealth Management
Texas
$988K -$122K -1,772 -13%
CWM
563
Calamos Wealth Management
Illinois
$982K +$846K +12,252 New
FA
564
Fiduciary Alliance
South Carolina
$982K +$105K +1,519 +14%
CWM
565
Cornerstone Wealth Management
Missouri
$964K – – –
SLAM
566
Swiss Life Asset Management
$964K +$831K +12,036 New
KJHP
567
K.J. Harrison & Partners
Ontario, Canada
$961K +$803K +11,630 New
CCA
568
Cravens & Co Advisors
Tennessee
$951K -$86K -1,245 -9%
FIM
569
Freedom Investment Management
Connecticut
$950K -$86.1K -1,246 -10%
CWS
570
Confluence Wealth Services
Pennsylvania
$947K -$13K -188 -2%
ECM
571
Evergreen Capital Management
Washington
$946K +$89.6K +1,298 +12%
WC
572
Woodstock Corp
Massachusetts
$945K – – –
ACH
573
ArrowMark Colorado Holdings
Colorado
$938K – – –
RC
574
Roundview Capital
New Jersey
$934K -$88.4K -1,280 -10%
AFM
575
Abbot Financial Management
Massachusetts
$934K +$17.3K +251 +2%
21 22
23
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