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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
751
Perennial Investment Advisors
California
$640K +$10.5K +70 +2%
SLWA
752
San Luis Wealth Advisors
California
$640K +$707K +4,720 New
QI
753
Qtron Investments
Massachusetts
$628K -$124K -830 -15%
RWB
754
RMR Wealth Builders
New Jersey
$628K +$4.5K +30 +0.7%
BAM
755
Blueshift Asset Management
New Jersey
$626K -$9.09M -60,690 -93%
SIA
756
Soltis Investment Advisors
Utah
$625K +$4.5K +30 +0.7%
FHA
757
First Horizon Advisors
Tennessee
$625K +$349K +2,330 +102%
IWM
758
IHT Wealth Management
Illinois
$624K -$5.99K -40 -0.9%
JWBC
759
J.W. Burns & Co
New York
$613K -$7.49K -50 -1%
HIMC
760
Heritage Investors Management Corp
Maryland
$610K – – –
CCM
761
Coldstream Capital Management
Washington
$610K +$231K +1,540 +35%
TCM
762
Triumph Capital Management
Colorado
$610K +$674K +4,500 New
GA
763
Greytown Advisors
Florida
$609K +$1.5K +10 +0.2%
IA
764
IFP Advisors
Florida
$605K +$85.4K +570 +15%
CCA
765
Checchi Capital Advisers
California
$598K -$80.9K -540 -11%
RA
766
RFG Advisory
Alabama
$597K -$7.49K -50 -1%
RRA
767
Round Rock Advisors
Connecticut
$588K – – –
RC
768
Rinet Company
Massachusetts
$588K +$214K +1,430 +49%
DY
769
Dowling & Yahnke
California
$580K -$5.99K -40 -0.9%
FHC
770
First Heartland Consultants
Missouri
$580K +$33K +220 +5%
OFS
771
OneAscent Financial Services
Alabama
$580K +$641K +4,280 New
GT
772
Glenview Trust
Kentucky
$577K – – –
OWP
773
Obermeyer Wealth Partners
Colorado
$575K -$89.9K -600 -12%
AMM
774
American Money Management
California
$575K +$1.5K +10 +0.2%
BCA
775
Berman Capital Advisors
Georgia
$575K +$156K +1,040 +32%
29 30
31
32 33