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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
651
SOL Capital Management
Maryland
$201K – – –
CCM
652
Coldstream Capital Management
Washington
$200K +$207K +3,026 New
GWM
653
Geneos Wealth Management
Colorado
$196K -$107K -1,562 -35%
TCM
654
Tradewinds Capital Management
Washington
$190K – – –
WBC
655
West Branch Capital
Massachusetts
$186K +$192K +2,808 New
TCOV
656
Trust Company of Vermont
Vermont
$180K -$9.72K -142 -5%
MA
657
Montag & Associates
Georgia
$179K – – –
Acadian Asset Management
658
Acadian Asset Management
Massachusetts
$162K -$1.99M -29,046 -92%
GRP
659
Global Retirement Partners
California
$159K +$52K +760 +46%
LWM
660
Liberty Wealth Management
California
$157K +$821 +12 +0.5%
KC
661
Kepos Capital
New York
$155K -$60.6K -886 -27%
JCM
662
Jacobi Capital Management
Pennsylvania
$154K +$1.92K +28 +1%
FRA
663
Front Row Advisors
California
$151K – – –
CT
664
Caldwell Trust
Florida
$145K +$2.05K +30 +1%
HPC
665
HM Payson & Co
Maine
$143K – – –
TWA
666
TCI Wealth Advisors
Arizona
$143K +$3.29K +48 +2%
ARMC
667
American Research & Management Company
Massachusetts
$140K -$13.7K -200 -9%
SWM
668
Spire Wealth Management
Virginia
$135K -$127K -1,856 -48%
ME
669
McIlrath & Eck
Washington
$132K +$13.1K +192 +11%
T
670
TOBAM
France
$131K – – –
AIL
671
AGF Investments LLC
Ontario, Canada
$126K +$33.8K +494 +35%
TSW
672
Thompson Siegel & Walmsley
Virginia
$123K – – –
ATC
673
Adirondack Trust Company
New York
$119K – – –
FWM
674
Focused Wealth Management
New York
$119K – – –
CF
675
Centaurus Financial
California
$117K +$121K +1,770 New