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Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
576
Fifth Third Wealth Advisors
Ohio
$909K -$20K -100 -2%
KPWS
577
Kestra Private Wealth Services
Texas
$902K -$175K -874 -18%
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$889K +$423K +2,110 +125%
ANTB
579
AMG National Trust Bank
Colorado
$888K -$5.41K -27 -0.7%
FWCM
580
Ferguson Wellman Capital Management
Oregon
$887K +$62.1K +310 +8%
HR
581
Hardy Reed
Mississippi
$884K +$3.61K +18 +0.4%
FRM
582
Fox Run Management
Connecticut
$883K +$806K +4,021 New
SAM
583
Sompo Asset Management
Japan
$880K +$180K +900 +29%
PFA
584
Peak Financial Advisors
Colorado
$868K +$198K +987 +33%
RSWM
585
Robertson Stephens Wealth Management
California
$866K -$4.01K -20 -0.5%
CIS
586
Capital International Sarl
California
$865K – – –
LFA
587
Legacy Financial Advisors
Kentucky
$863K -$84.6K -422 -10%
PC
588
Port Capital
Illinois
$858K -$13.8K -69 -2%
GRP
589
Global Retirement Partners
California
$849K -$70.9K -354 -8%
HP
590
Haven Private
Florida
$849K +$103K +514 +15%
AC
591
Avestar Capital
New York
$843K -$187K -933 -20%
FTA
592
Financial & Tax Architects
Missouri
$834K +$761K +3,797 New
KIA
593
KCM Investment Advisors
California
$830K -$185K -925 -20%
MOS
594
MGO One Seven
Ohio
$828K +$64.7K +323 +9%
RBI
595
Raiffeisen Bank International
Austria
$827K +$48.3K +241 +7%
ONB
596
Old National Bancorp
Indiana
$817K +$42.3K +211 +6%
MCCA
597
Mill Creek Capital Advisors
Pennsylvania
$811K – – –
GIA
598
Gladstone Institutional Advisory
Florida
$810K +$92.6K +462 +14%
HCM
599
Huber Capital Management
California
$803K – – –
PCA
600
Purkiss Capital Advisors
Connecticut
$798K +$80.6K +402 +12%
22 23
24
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