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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1301
Signature Equity Partners
Ohio
$21.6K +$736 +4 +5%
RWM
1302
Raffa Wealth Management
District of Columbia
$21.1K +$9.38K +51 +159%
HC
1303
Hurley Capital
New York
$20.6K – – –
BIA
1304
Bell Investment Advisors
California
$20.6K +$6.07K +33 +69%
OSNBOA
1305
Old Second National Bank of Aurora
Illinois
$20.4K – – –
UB
1306
UMB Bank
Missouri
$20.1K +$13.6K +74 +1,480%
BBHC
1307
Brown Brothers Harriman & Co
New York
$19.6K -$3.13K -17 -18%
IPS
1308
Investors Portfolio Services
Washington
$19.6K – – –
SIC
1309
Salem Investment Counselors
North Carolina
$19.3K +$368 +2 +3%
PAI
1310
Pittenger & Anderson Inc
Nebraska
$19.1K – – –
TF
1311
Tompkins Financial
New York
$19.1K – – –
HWM
1312
HighMark Wealth Management
Minnesota
$19.1K – – –
BL
1313
BFSG LLC
California
$18.6K +$1.84K +10 +16%
PWA
1314
Provenance Wealth Advisors
Florida
$18.3K -$80.8K -439 -86%
WCM
1315
Winthrop Capital Management
Indiana
$18K +$1.84K +10 +17%
TAP
1316
Tounjian Advisory Partners
Florida
$17.1K +$12.3K +67 New
1NWS
1317
1 North Wealth Services
Maryland
$16.5K – – –
MAM
1318
Marquette Asset Management
Minnesota
$16K -$13.8K -75 -54%
ECM
1319
EMC Capital Management
Texas
$16K +$11K +60 New
GCM
1320
Glynn Capital Management
California
$15.8K -$7.65M -41,590 -100%
WFG
1321
Wormser Freres Gestion
France
$15.8K +$11.4K +62 New
DWM
1322
Dogwood Wealth Management
Kansas
$15.5K +$1.66K +9 +17%
TCM
1323
TD Capital Management
Tennessee
$15K – – –
CT
1324
Clearstead Trust
Maine
$15K +$3.5K +19 +48%
CFM
1325
Cornerstone Financial Management
Massachusetts
$15K +$4.97K +27 +84%
51 52
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