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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1026
Solidarity Wealth
Utah
$486K +$106K +931 +28%
WG
1027
Wellington Group
Indiana
$485K – – –
JCM
1028
Jacobi Capital Management
Pennsylvania
$484K -$1.48K -13 -0.3%
GWM
1029
Geneos Wealth Management
Colorado
$484K +$5.13K +45 +1%
GT
1030
Greenleaf Trust
Michigan
$483K -$162K -1,423 -25%
ICP
1031
Impact Capital Partners
Colorado
$481K -$57.9K -507 -11%
CIA
1032
Capital Investment Advisors
Georgia
$480K +$19.3K +169 +4%
PCA
1033
Pallas Capital Advisors
Massachusetts
$480K -$190K -1,662 -28%
AWM
1034
Angeles Wealth Management
California
$479K +$70K +613 +17%
VHAM
1035
Van Hulzen Asset Management
California
$478K +$142K +1,240 +42%
TC
1036
TownSquare Capital
Utah
$477K +$58.7K +514 +14%
AAIS
1037
ABN AMRO Investment Solutions
$477K +$46K +403 +11%
AC
1038
AXQ Capital
New Jersey
$475K +$475K +4,164 New
BCM
1039
Buckhead Capital Management
Georgia
$474K – – –
RI
1040
Ruggiero Investments
Florida
$471K +$14.7K +129 +3%
DCP
1041
DSM Capital Partners
Florida
$470K +$91.2K +799 +24%
CCA
1042
Conservest Capital Advisors
Pennsylvania
$466K +$7.42K +65 +2%
EL
1043
Essex LLC
Illinois
$466K – – –
WA
1044
Wealth Alliance
New York
$466K -$148K -1,293 -24%
XWM
1045
Xcel Wealth Management
Florida
$463K -$81.6K -715 -15%
LA
1046
Latitude Advisors
Florida
$463K +$3.77K +33 +0.8%
GS
1047
Gagnon Securities
New York
$459K +$10.4K +91 +2%
KMWM
1048
Keudell/Morrison Wealth Management
Oregon
$458K +$79.2K +694 +21%
CP
1049
Castleview Partners
Texas
$458K +$6.05K +53 +1%
WPC
1050
Wedmont Private Capital
Pennsylvania
$458K -$133K -1,165 -24%
40 41
42
43 44